The Retirement Solution

Those who retired in 1969 had a greater chance of running out of money than someone who retired in 1979 with the same portfolio setup. Jon explains how the current economy is similar to ‘69 and the money lessons you can learn from it.  Worried you’ll outlive your money? Visit RetirementSolutionRadio.com.

Whether or not we’re in a recession is a hot topic for debate. Regardless, Jon believes we can take advantage of the current economic climate, and avoid common worries, by utilizing 4 simple rules. Worried about a recession’s effects on your savings? Visit RetirementSolutionRadio.com.

The bear market has many financial guru’s suggesting Roth conversions on your pre-tax assets. Jon points out the critical math you need to do, first. Thinking about a rollover? Visit RetirementSolutionRadio.com.

Pretty jewelry and fancy cars are fun, but financial literacy begins with living for the future and not “the now.” Are your savings set up for long term success? Visit RetirementSolutionRadio.com.

The Fed continues to raise interest rates, but will it work to lower prices and how long will it take? A while, probably… Jon shares ideas solving the problem at a micro-level. Is your money defended against inflation? Visit RetirementSolutionRadio.com.

Most of us are counting on Social Security and Medicare for retirement, but analysts are pointing out how the “demographic math” is working against us. Worried about cutbacks? Visit RetirementSolutionRadio.com.

Despite the “doom and gloom” you’re hearing around the market, some say there are opportunities. Jon says where he thinks the economy is headed and what you need to be considering now. Want to know your opportunities? Visit RetirementSolutionRadio.com.

As investors look for ways to protect their capital, Jon further emphasizes the need to do this now because of the looming threat of “deflation.” Want to know your opportunities? Visit RetirementSolutionRadio.com.

Warren Buffet made most of his fortune after turning 50, proving that it’s never too late to better your financial position. Jon lists 3 major factors most people lack in their plan. Is your plan complete? Visit RetirementSolutionRadio.com.

As you near retirement, you likely don’t have the stomach to just “stay the course.” Jon shares ideas on ‘safer harbors’ for your savings. Start plotting your course, visit RetirementSolutionRadio.com.

Many are not getting it right when it comes to the things we can control. Jon talks about unexpected events that can derail you financially, and what you can do now to better prepare. Learn about your options, visit RetirementSolutionRadio.com.

Two–Thirds of us are not working with a financial advisor. Jon points out how the fees you may be paying alone, should provide motivation to get a professional’s perspective. Get your 2nd opinion. Visit RetirementSolutionRadio.com.

The majority of Americans don't know the fees they're paying on their 401(k)s, and that’s just the beginning. Jon explains how much money you’re losing just by a lack of knowledge. Give yourself a “savings raise,” visit RetirementSolutionRadio.com.

The Stretch IRA, and its tax benefits, ended when the SECURE Act came to law in 2020. Now they want to change the rules again to tax your money sooner. Jon explains how proper planning now could relieve tax burdens not only for you, but for your kids and grandkids as well. Connect at RetirementSolutionRadio.com.

You work your whole life saving, and yet a survey found that most Americans don’t want to spend all their savings. Jon explains critical strategies you need to have in place to keep Uncle Sam from walking off with the majority of what you leave behind. Got tax worries? Visit RetirementSolutionRadio.com.

Inflation, rising interest rates, and the war in Ukraine continue to create market volatility. Still there is growth opportunity. Jon points out 3 options that may work better than mutual funds for your retirement plan. Need income? Connect at RetirementSolutionRadio.com.

Seatbelt stats show that older drivers are the safest. Yet, when it comes to talking with a financial advisor about a retirement plan, more than 60% of Americans admit they haven’t done so. Check the safety on your savings, connect at RetirementSolutionRadio.com.

USA Medalists also won some big bonus checks! While you may not have dreams for Gold, Silver, or Bronze, you may come into a bonus via work or inheritance. Jon shares a formula he thinks offers the best for fun and functionality. Connect at RetirementSolutionRadio.com.

Like shark attacks, many of us overestimate the chance that something unlikely will happen and these fears can affect your overall happiness.  Jon explains that having several income streams can help you avoid living with similar financial fears in retirement.  Afraid to spend your savings? Visit RetirementSolutionRadio.com.

The SATs are moving online, letting students use calculators, and shortening test times in order to stay relevant. It brings to light the idea that we need to modernize our thoughts on these common, but outdated, finance rules. Are your savings “moving with the times?” Visit RetirementSolutionRadio.com.

Most of us have over $100 in unused gift cards sitting around, but that’s pennies compared to the tens of thousands of dollars you may be leaving on the table when it comes to your retirement savings. Jon points out 4 key areas that he commonly sees people letting their money go to waste. What money are you leaving on the table? Visit RetirementSolutionRadio.com.

Most of us have over $100 in unused gift cards sitting around, but that’s pennies compared to the tens of thousands of dollars you may be leaving on the table when it comes to your retirement savings. Jon points out 4 key areas that he commonly sees people letting their money go to waste. What money are you leaving on the table? Visit RetirementSolutionRadio.com.

Scan any financial website, and you're bound to come across articles discussing how you can become a millionaire. But how do the real millionaires do it? And does it really take a million dollars to retire? Jon gives us the scoop on this week's podcast (and here's a hint: it doesn't require betting on cryptocurrency!). Have a question for Jon? Connect now at www. RetirementSolutionRadio.com .  See...

If 2022 is your year to retire, congratulations! But as we head into a very different year for the market & economy, there are 3 things you might want to consider first. Jon discusses what to watch out for on this week's episode. Need a retirement checkup? Schedule a chat now at www. RetirementSolutionRadio.com .  See omnystudio.com/listener for privacy information.

Economists have been warning us for years that a wave of baby boomer retirements was coming, and it looks like the flood gates are wide open! More than 3.5 million baby boomers have called it quits during the past two years. This week, Jon discusses what to consider if you're thinking about joining the retirement wave...plus, we'll get you up to date on the new retirement account contribution limi...