The Retirement Solution

Some financial experts are saying “I see bubbles and champagne, ” but others, “I see the need for Alka-Seltzer .” Jon says control what you can, using the right balance of risk vs reward, for you . Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

At 80, Harrison Ford has no interest in retiring. Jon explains that, even if you have no plan to retire, you still need a retirement plan . Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

60% of U.S. adults experience anxiety just thinking about finances. Jon shares ideas to ease fears and gain more confidence to enjoy retirement. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

While many strategists are saying staying out of stocks and that “de-risking” is mission critical , Jon speaks of opportunities that are available to you right now. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Recent drops in the tech sector are likely just a market cycle, but for pre-retirees the losses are scary. Jon explains “distribution economics” and the mind-shift you need to make. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Jon explains why you should be concerned about RMD’s, and how the recent passing of Elvis’ daughter, Lisa Marie, highlights the importance of a proper wealth transfer and legacy plan. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Grammy-winning rapper Cardi B’s net worth is $62 million, and she’s livid over the cost of lettuce. Jon points out the common thread that the wealthy share on being cost-conscious. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Congress passed SECURE 2.0 right before the new year, with a goal of increasing participation in retirement saving plans. Jon worries these new laws will only increase your future taxes. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

As we focus on resolutions and goals for 2023, Jon shares how you still can retire this year by weighing your risks and building the right income streams. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Retirees keeping cash in the bank are missing out on high-yield opportunities of online banks. Jon shares how they’re simplifying the process at J Hagan Capital. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Jon explains new S.S. rules and why you should work to maximize S.S. for when you want to take it , not for how long you live. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

This year, holiday stress is compounded by anxiety over 401(k) losses. Jon says focusing on these 5 areas can help calm your worries. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

A new survey shows “near retirees” are most afraid of losing their paycheck. Jon talks about the many options available to ease this worry. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Optimism is rising thanks to recent market rallies, but Jon worries that investors may fall into “bear traps.” Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Country star Jason Aldean shares frustrations from early in his career. Jon points out how , right now, the same frustrations are happening to many at the end of their career. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Inflation and the market have taken $2.1 trillion off American 401(k)s. Jon explains the importance of getting rid of, “dead money.” Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Choosing to play for Miami, not New York, saved Tyreek Hill $2.7 million in taxes. Jon talks about strategies to save that don’t require leaving the state. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Cutting sponges in half and splitting restaurant meals are common frugal tips. Jon explains how thinking bigger about frugality may double your savings . Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Volatility has some investors turning to collectables, while others wonder what to do with their 401(k) if they get laid off. Jon wants you to know smart-money options to take control of your financial future. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Economic History shows the worst part of a bear market is usually in the last third, meaning we’ve not hit the bottom yet. Jon explains how you still can retire if you’ve figured out these 2 things .  Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

The financial “printing press” has been running for over a decade, causing today’s economic turmoil. As the Fed prepares to do whatever it takes to correct things, Jon talks about ways you can prepare. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

On this episode, NFL Hall of Famer Ray Lewis talks about how achieving mental wealth starts with having a plan. Jon follows up with the 5 areas you need to have covered in that plan. Get a “mental wealth” checkup, visit RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

As many states ponder taxing those without long term care insurance, Jon shares how you can take your “dead money” and not only put it to work, but in a way to help you avoid this potential future tax. Need some LTC? Visit RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Jon recounts an eye-opening moment when he showed a client, who owned the same fund in 2 different accounts, how the second was costing them 3 times as much. How efficient is your money? Visit RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

A bear market, high inflation, and potential recession have many looking at their financial statements a lot .  Jon says, to relieve financial jitters, get these 5 pieces working together in your plan. Seeking financial harmony? Visit RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.