The Retirement Solution

It’s Derby Week in Kentucky…and Jon shares why he never wins at the track. It’s remarkably similar to why we typically lose as investors. Plus, there’s another horse race of sorts for the White House. Jon tells us his big concerns about one frontrunner’s tax proposals.

After a tough week dealing with taxes, we turn to President Reagan for some inspiration on how to win in retirement without government intervention! Plus, Google’s released a list of the most common retirement questions…now it’s time to hear from Siri!

How much money does it take before you actually feel rich? Jon tackles that this week…after reminiscing about the good ole’ days when it comes to taxes.

You won’t believe what some try to sneak past the IRS. Jon shares some of the bizarre deductions people have tried to claim (and a better way to go about tax planning!). Plus, Shark Tank’s Barbara Corcoran won’t spend money on things like jewelry or purses…even though she’s worth millions. The lessons you can take away from her!

When it comes to finance, it seems like the world’s wealthiest people might know something we don’t. This week, Jon shares the secrets of life insurance (and makes it sexy!). Plus, the secrets to generating income for a happy retirement.

When it comes to finances, it seems like the world’s wealthiest people might know something we don’t. This week, Jon shares the secrets you can take advantage of too when it comes to taxes & investing for retirement.    

Washington is no match for William Wallace. Jon goes all “Braveheart” on us this week on the issue of taxes. Plus, we have a little fun with college hoops too!

What the heck is a glide path? What about asset allocation? Diversification? You hear these words from the financial industry all the time, but Jon breaks down what they actually mean to you and your portfolio (with a little help from Siri!).