John Mears

The Red Zone Retirement Program

Business EN ↓ 112 episodes

In football, the Red Zone is where a team has to make small adjustments to ensure victory. As you approach retirement, you also need to make small adjustments to ensure success. Join John Mears of Mears Money Management each episode as he helps you understand the most important strategies that will help lead you to financial and retirement success. John has more than 20 years of experience providing comprehensive planning services to families throughout the Santa Clarita, California area. On this show, he'll breakdown the essential facets of tax planning, investing, retirement concerns, and mu...

Author

John Mears

Episodes

Ep 12: Understanding Financial Jargon - Investment Terms You Should Know 07.04.2022 18:03

There are some important terms you're going to come across as you prepare for retirement. Having a basic understanding of these will help you achieve financial success, so we'll cover what they mean and what you should know on today's episode. And don't worry. We won't go quite so far down the rabbit hole where we expect you to be able to explain how a company's P/E ratio meshes with it's Alpha an...

Ep 11: Guessing In Retirement 24.03.2022 15:10

Ep 10: How Baseball Principles Also Score Financial Runs 10.03.2022 17:01

Ep 9: Mailbag - How Much Company Stock Should I Have In My Portfolio? 24.02.2022 21:53

Ep 8: Do You Have A Money Bias? How Much Is It Costing You? 17.02.2022 20:39

On this episode, we'll breakdown a recent CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing, and retirement accounts. Listen to see if you might be impacted by a specific money bias and for strategies to get it bac...

Ep 7: Seven Deadly Estate Planning Mistakes To Avoid 19.11.2021 8:51

On this episode: Either you can choose what happens to your stuff when you die, or the courts will decide. Which sounds better to you? Get in touch: Website: http://mearsmoney.com/ Phone: 661-775-3704

Ep 6: 8 Strategies On How To Pay For Long Term Care 28.09.2021 19:33

On this episode: 8 Strategies On How To Pay For Long Term Care. Get in touch: Website: http://mearsmoney.com/ Phone: 661-775-3704

Ep 5: Savvy Retirement Tax Strategies 15.01.2021 15:00

On this episode: An great tax strategy can be even more effective than an investment strategy. This episode dives into 6 ways to trim your taxes in retirement. Get in touch: Website: http://mearsmoney.com/ Phone: 661-775-3704

Ep 4: 5 Steps To Figuring Out How Much You Need To Retire 10.12.2020 16:03

On this episode: Running out of money is NOT an option. Leaving a mattress stuffed full of money isn't really winning, either. Get in touch: Website: http://mearsmoney.com/ Phone: 661-775-3704

Ep 3: The Secrets Of How To Navigate A Recession In Retirement 30.10.2020 14:37

On this episode: This episode discusses the secrets you need to know BEFORE a recession affects your retirement. Most advisors, sadly, don't even know how to implement these secrets. Get in touch: Website: http://mearsmoney.com/ Phone: 661-775-3704

Ep 2: Taxes On Your IRA And Roth Conversions 09.09.2020 12:45

On this episode: There is a long term liability looming in your portfolio: taxes on your IRA. Consider planning now to minimize the pain in the future. Because, just like the old Fram oil filter commercial, you can pay them now, or you can pay them later. But one way or another, you ARE going to pay them. Get in touch: Website: http://mearsmoney.com/ Phone: 661-775-3704

Ep 1: How To Dodge The Top 5 Most Easily Avoidable Retirement Blunders 01.09.2020 18:35

On this episode: How To Dodge The Top 5 Most Easily Avoidable Retirement Blunders. Get in touch: Website: http://mearsmoney.com/ Phone: 661-775-3704