Tayvon Jackson

New Perspective Financial

Business EN ↓ 120 episodes

Join Tayvon Jackson of New Perspective Financial Solutions for a podcast series to help you understand the various aspects of retirement planning. Tayvon believes retirement planning starts with useful information. Don’t let financial myths hold you back. Fears about the stock market, taxes in retirement or life insurance expenses can often keep people from planning effectively for financial independence. Don’t believe the myths. Find out the truth about investing for a bright future. Financial literacy could transform debilitating fears into increased confidence. Ready to start a conversation...

Author

Tayvon Jackson

Category

Business

Podcast website

www.newperspectivefs.com

Latest episode

Jun 9, 2026

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Episodes

Stay within budget in retirement 09.01.2024

One mistake you could make in retirement is spending too much your first few years. Tayvon Jackson explains how he helps his clients keep their spending structured.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit  newperspectivefs.com See omnystudio.com/listener for privacy information.

Prepping for the tax cuts to end 02.01.2024

The clock is ticking on certain tax cuts. What should we do to prepare? Tayvon Jackson explains how he's preparing his clients for when things change.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit  newperspectivefs.com See omnystudio.com/listener for privacy information.

Breaking down an IRA Rollover 19.12.2023

Do you have old retirement accounts you need to rollover? Tayvon Jackson explains how this process works and how he sets his clients up for success.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit  newperspectivefs.com See omnystudio.com/listener for privacy information.

How to interpret the new tax brackets 12.12.2023

When the new tax brackets take effect, how will it change your retirement plan? Tayvon Jackson breaks down what to keep an eye on.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit  newperspectivefs.com See omnystudio.com/listener for privacy information.

Why don't we understand annuities? 05.12.2023

Annuities seem to be one of the most misunderstood tools we use in retirement. Tayvon Jackson explains why he believes that is and how he utilizes annuities with his clients.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit  newperspectivefs.com See omnystudio.com/listener for privacy information.

Keep an eye on out for hidden fees in your retirement plan 06.02.2023

There can be lots of hidden fees stacking up in your retirement plan, but how can you tell? Tayvon Jackson explains what to look out for and ways to avoid this hidden hazard. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com See omnystudio.com/listener for privacy information.

Tiger Woods might call it quits 30.01.2023

After a very successful career, Tiger Woods might be calling it quits soon. His injuries from a bad car wreck have made it extremely difficult to get around the course. Tayvon breaks down the choices you have when an injury could leave you unable to work.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit...

Is there a magic number for retirement? 23.01.2023

We always hear about a 'magic' number you need to save for retirement, but is it realistic? Tayvon breaks down the numbers you should be worried about and goals to aim for. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com See omnystudio.com/listener for privacy information.

Emotions and financial decisions aren't a great mix 16.01.2023

When you're dealing with emotions and financial decisions, things could go wrong. Tayvon explains how he helps his clients by staying objective about their financial future.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com See omnystudio.com/listener for privacy information.

What can we learn from Big Shot Bob? 09.01.2023

Robert Horry always came in clutch during big moments in his NBA careers. So what does Tayvon use as his 'clutch' move in retirement? He has a few ideas in play at New Perspective Financial Solutions.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com See omnystudio.com/listener for p...

Shaun White's best financial advice 12.12.2022

What is the best advice that Olympian Shaun White received during his career and how can we apply it to our financial future? Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com See omnystudio.com/listener for privacy information.

Darren Collison gives us a lesson in returning to the workforce 05.12.2022

Darren Collison was lured back by the LA Lakers to fill a spot left open by COVID for three games.  Then he was released after the 10-day contract as the team’s roster stabilized.  Darren has since attended mini-camps to get back in the game.   Pulling from Darren's experience, Tayvon weighs the pros and cons of going back to work.  Reach out to Tayvon Jackson and schedule a complimentary consulta...

Take a financial lesson from Shaq! 21.11.2022

NBA legend Shaquille O’Neal makes more money retired than he did as a player. Shaq makes as much as $25 million a year on his endorsement deals and business empire alone.  But he also puts more than a million dollars a year into annuities . Tayvon Jackson breaks down what we can learn from Shaq's financial strategies. Reach out to Tayvon Jackson and schedule a complimentary consultation with New P...

We can learn a lot from Allen Iverson 14.11.2022

Allen Iverson is only 47, but the former NBA MVP is already set for a nice retirement.  Thanks to a lucrative endorsement deal with Reebok, Allen not only receives yearly $800,000 payments, but he’s also set to inherit a $32 million trust fund that the company set up. Tayvon breaks down what we can learn from Allen's financial decisions. Reach out to Tayvon Jackson and schedule a complimentary con...

Are there better options than a 60/40 portfolio? 07.11.2022

The classic portfolio of 60% stocks and 40% bonds hasn’t really worked this year. Tayvon Jackson breaks down how he feels about the mix and if there are any better options we should be implementing.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com See omnystudio.com/listener for pri...

Creating a personal pension 12.10.2022

Do you have a pension? What are your options when it comes to converting it? Tayvon Jackson shares ideas about how to make your money last when in retirement on this week's show!  See omnystudio.com/listener for privacy information.

Leaving a Legacy & Generational Wealth 28.09.2022

How important is it for you to leave a legacy when you are no longer here? Do you have a plan for when things get tight financially around your household? Tayvon Jackson discusses these topics and  more!  See omnystudio.com/listener for privacy information.

Taxes, Taxes, Taxes 14.09.2022

Paying "no taxes" is an unrealistic option, but is there a way to pay less to the government? Tayvon Jackson discusses the important roll a team can play when it comes to handing money over to Uncle Sam. He also talks about the different rolls a tax prepare plays as opposed to an advisor who is helping you plan for retirement.  See omnystudio.com/listener for privacy information.

Social Security and Healthcare 01.09.2022

At what age should you file for Social Security? Is there one number that works best for everyone? Tayvon Jackson discusses how you should approach this situation in life while also preparing for the unexpected costs in healthcare as you approach your professional goal of retirement.  See omnystudio.com/listener for privacy information.

Annuities and Goals 16.08.2022

Tayvon explains the pros and cons of using annuities as a part of your financial plans for retirement. Plus, how having written goals helps us achieve our dreams. See omnystudio.com/listener for privacy information.

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