The Retirement Solution

We're still waiting to see if there's a Santa Claus rally into the end of 2021, but while we wait, Jon discusses the "Three Wise Men" he follows to help us make smarter decisions about our investments (and no, not those three wise men!). Merry Christmas to our loyal podcast listeners...and be sure to schedule your New Year portfolio checkup at www. RetirementSolutionRadio.com .  See omnystudio.com...

Having cash on hand may provide some comfort, but are you losing money safely by parking it at the bank? This week, Jon discusses the problem with "dead money" at a time of higher inflation, and the psychological impact of rising prices. Need to find solutions for your dead money problem? Schedule a portfolio checkup at www. RetirementSolutionRadio.com .  See omnystudio.com/listener for privacy in...

Americans have reached a new level of frustration with inflation. Listen this week as Jon discusses the factors at play in rising prices, and why your portfolio strategies might need to change if inflation is here to stay. Need a portfolio check-up? Schedule it now at www. RetirementSolutionRadio.com .  See omnystudio.com/listener for privacy information.

Sure, 2020 was probably the year we'd all like to forget, but 2021 has had its own challenges. This week, Jon discusses what's changed in our world - like the labor shortage, inflation, the economy - and how it's affecting our financial lives. Tell us what's changed for you! Schedule a year-end retirement review at www. RetirementSolutionRadio.com .  See omnystudio.com/listener for privacy informa...

Happy Thanksgiving! This week, we're talking turkey...and how the turkeys in Washington are driving inflation higher. But there are also potential new solutions to help your portfolio keep up. Have questions about your strategy? Connect with us for a year-end checkup at www. RetirementSolutionRadio.com .  See omnystudio.com/listener for privacy information.

Breaking up is hard to do, especially when you're older. This week, Jon takes a question from an upset listener and addresses the specific issues you need to think about if you're part of the "gray divorce" trend. Going through a split? Talk to our team about the financial considerations. Connect with us at www. RetirementSolutionRadio.com .  See omnystudio.com/listener for privacy information.

Filling up at the pump is no fun these days, but could there be an opportunity for investors with higher gas prices? Jon discusses how he evaluates which sectors are performing well, and why it might be time to adjust your portfolio during a challenging economy. Schedule your year-end portfolio check-up now at www. RetirementSolutionRadio.com .  See omnystudio.com/listener for privacy information.

We see signs of inflation everywhere these days, but the biggest one might be sitting in your garage! Kelley Blue Book says the average new car price has hit a record high. Jon reveals the number on this week's episode, and discusses ways to help keep your savings growing at a time of higher inflation. Need a portfolio checkup? Schedule a conversation at www. RetirementSolutionRadio.com .  See omn...

This week, Jon tackles the two big hurdles for retirees - taxes & health care. First, did you know the tax rules are so complex that even the IRS has trouble keeping up on its own website? And then, what about those who want to retire before they're eligible for Medicare? Learn more on this week's episode - and schedule a time to go over your questions at www. RetirementSolutionRadio.com .  See om...

Sitting in front of your smart phone or computer trying to figure out where the market's headed next? Stop & listen this week as Jon reflects on the famous advice from the late Vanguard founder Jack Bogle. Plus, he shares the four things we should be prepping our portfolios for in the future. Time for a portfolio checkup? Connect with us at www. RetirementSolutionRadio.com .  See omnystudio.com/li...

Congress may be ready to close the door on a popular tax strategy for high-income earners. This week, Jon explains the backdoor Roth IRA and the steps to take if you want to take advantage of it before it goes away. Need a retirement tax checkup? Connect with us at www. RetirementSolutionRadio.com .  See omnystudio.com/listener for privacy information.

Uh oh. Even Costco's now limiting toilet paper purchases, reminding us of the shortages we saw early in the pandemic. And what you can find on the shelves is costing more. So this week, Jon breaks down how to help your dollars keep up with inflation, by bringing some of your "dead money" back to life. Need a portfolio checkup? Schedule it now at www. RetirementSolutionRadio.com .  See omnystudio.c...

The more we hear about what House Democrats would like to pass in the latest tax proposals, the more we see Jon get hot under the collar! Find out why some of the latest plans go beyond taxing the uber wealthy, and what you can do about it. Check out more retirement resources at www. RetirementSolutionRadio.com .  See omnystudio.com/listener for privacy information.

You've heard the old saying about the two certainties in life...but now, death and taxes may strike at the same time! Listen to this week's episode as Jon outlines some of the latest tax proposals and what might hurt your heirs the most tax-wise. Plus, find out why many retirees are so reluctant to spend their savings. Find more retirement resources now at www. RetirementSolutionRadio.com . See om...

Just like our favorite football teams, you can be hit with penalties by making one wrong move in retirement. This week, Jon breaks down the worst plays for retirees and how much they can cost you. Have a question for Jon? Schedule a phone call with us at www. RetirementSolutionRadio.com .  See omnystudio.com/listener for privacy information.

Want to retire early? You're not alone! A new survey says more than half of all Americans are looking for a new job. If it's time for you to walk away for good, Jon has some tips on achieving those early retirement dreams on this week's podcast. Need help with your decision? Connect with us at www. RetirementSolutionRadio.com .  See omnystudio.com/listener for privacy information.

Checked your 401(k) balance recently? Fidelity says savings balances have hit all-time highs! And for those who've been working & saving for 15 years or more, the average account has topped $500,000! Jon discusses what you might want to think about if you've hit those kinds of numbers. Have a 401(k) question? Connect with us at www. RetirementSolutionRadio.com .  See omnystudio.com/listener for pr...

One of the many issues we're watching heading into the fall is the many different tax proposals working their way through the process in Washington. This week, Jon explains the impact of these plans on the retirement prospects for small business owners & good savers. Have a question about your tax strategy? Connect with us at  www.retirementsolutionradio.com . See omnystudio.com/listener for priva...

While Washington racks up trillions of dollars in new spending, it's now up to us to figure out how to control the risk of higher taxes & inflation. This week, Jon explains why now might be the time to bite the bullet so you can reduce your future tax bills. Need a retirement tax double check? Reach out at RetirementSolutionRadio.com.  See omnystudio.com/listener for privacy information.

Love your job – and your employer? While great local companies like UPS, Ford & GE are doing well, Forbes says it’s possible to have too much company stock. On this week’s podcast, Jon breaks down what to consider if you think that might be the case. Need a second opinion? Check out Jon’s calendar now at www. RetirementSolutionRadio.com .     See omnystudio.com/listener for privacy information.

Of all the new tax proposals floating around in Washington, there's one that may hit the middle class the most. This week, Jon breaks down what stepped-up basis means, and the impact a tax change could have on many families & small business owners. Have a question about it? Connect with Jon at www.retirementsolutionradio.com .  See omnystudio.com/listener for privacy information.

How long has it been since you saw a kid with a lemonade stand? Well, we found one! Listen this week as this young entrepreneur teaches us a thing or two about capitalism & fiscal conservatism. Find out how those good savings habits can translate to a better retirement at www.retirementsolutionradio.com . See omnystudio.com/listener for privacy information.

PayPal co-founder Peter Thiel is grabbing headlines with reports that he managed to grow his Roth IRA from just $2,000 to more than $5 billion over a couple of decades. So what can the rest of us average retirement savers learn from this? Jon breaks it down for us on this week's episode. Have a question about Roths? Schedule a chat with our team at www.retirementsolutionradio.com .  See omnystudio...

It might seem like America's a mess...but Jon found out differently on his recent vacation. Find out what others shared with him, and why he still sees plenty of opportunity for those who want to succeed. Have a question for Jon? Connect with us at retirementsolutionradio.com.  See omnystudio.com/listener for privacy information.

Have some of America's billionaires cracked the tax code? A new report suggests some pay little to no taxes, but hear Jon's take this week on how you can potentially apply the same rules to your retirement tax strategy. Schedule a retirement check-up at www.retirementsolutionradio.com .  See omnystudio.com/listener for privacy information.