The Retirement Solution

You’ve probably heard the old Wall Street adage “Sell in May and go away!” But does that really work? Jon gives us some historical perspective. Plus, there’s a new Trump administration proposal to allow an advance on Social Security benefits during the coronavirus crisis. Jon explains why this may be the first step in tinkering with our future benefits. Have a question? Drop us an e-mail at  www.r...

As we honor those who made the ultimate sacrifice for our freedom this holiday weekend, it feels like government may be chipping away at some of that freedom. Jon discusses some of the absurd spending that’s made it into the latest stimulus bill, and why it may lead to monumental tax hikes in the future. Have questions about how to take control of your taxes in retirement? Drop us an e-mail at  ww...

The economic crisis from COVID-19 is affecting all of us in different ways. Should you hold off on big ticket purchases for now? Could you save more while you’re not spending as much? What if you were planning to retire this year? Can you still walk away? Jon addresses these questions and more. Drop us an e-mail with your questions at  www.retirementsolutionradio.com .

It’s easy to make emotional (and dumb) decisions when we see what’s happening in the headlines, but sometimes it’s what you don’t do that can have the biggest impact on your long-term success. This week, Jon discusses the biggest financial don’ts during the coronavirus crisis. Have a question? Connect with us at  www.retirementsolutionradio.com .

The current financial crisis has several states with major pension problems looking for a bailout from the feds, but Senate Majority Leader Mitch McConnell says he’d rather see those states declare bankruptcy. Plus, Jon discusses the four things you should consider before you accept a buyout or early retirement package from your company. Have a question? Connect with us at  www.retirementsolutionr...

Oil prices went negative last week. That’s right, negative. What does that mean for the economic recovery from the coronavirus crisis? Plus, Jon discusses why a bear market might give us a great opportunity to do Roth conversions. Have a question for Jon? Drop us a message at  www.retirementsolutionradio.com .

Plans are underway to gradually reopen the country and get the economy moving again, prompting some economists to predict a “V-shaped recovery.” But Jon says it may be more of a jagged line. How are you positioning yourself for the recovery? Get a portfolio check-up or sign up for one of Jon’s upcoming online courses now at  www.retirementsolutionradio.com .

Perhaps you’ve tackled all the projects on your honey-do list at home during this self-quarantine period (or you’ve just given up). Maybe it’s time to tackle a few financial to-dos! This week, Jon walks us through 5 things you can actually accomplish at home. Have a question about any of the steps? Reach out to us at  www.retirementsolutionradio.com .

We’re all looking for the positives after a tough few weeks of social distancing and worrisome headlines. Jon explains this week how the coronavirus crisis is allowing us to “hit the reset button” on our lives & our finances too. Sign up for your virtual consultation with Jon at  www.retirementsolutionradio.com .

What lessons are we learning from social distancing? Plus, should we think of this market as a buying opportunity? Jon discusses that and more on this week’s podcast. Keep your distance – and still get some answers to your questions! Sign up for your virtual consultation with Jon at  www.retirementsolutionradio.com .

Jon warned us in his book, “The Retirement Solution,” that a perfect storm was coming for baby boomers. It’s here! And now that the tide’s gone out with the market, we see who’s swimming naked! But if you’re feeling exposed after the coronavirus sell-off, where do you go from here? This week, Jon discusses some of the opportunities that may emerge after the storm. Sign up for your virtual consulta...

Blame it on the coronavirus! Stocks are off to another rocky start this week. Jon breaks down what’s happening with the market volatility, and how you can prepare yourself for more potential downside by knowing your own worst-case scenario. Drop us an e-mail with your questions at  www.retirementsolutionradio.com .

It’s not just stocks & bonds anymore. There are many ways to invest, especially when the market feels too risky. How does buying a piece of a Picasso sound? Or a restaurant franchise? Jon discusses some of the interesting ways you can diversify your portfolio. Drop us an e-mail with your questions at www.retirementsolutionradio.com .

Congress recently changed the rules for retirement savers. But will those rules help you save more money for retirement – or just suck more dollars out on the back end? This week, Jon explains the pros & cons of the new law. Drop us an e-mail with your questions at  www.retirementsolutionradio.com .  

No, there’s no cake or celebration…but this week, Jon marks the 107th anniversary of the federal income tax with a mini history lesson on tax rates. Find out more about where we’ve been and where we might be headed in the future! Drop us an e-mail with your questions at  www.retirementsolutionradio.com .

A new survey finds Americans are more satisfied with their personal finances today than they have been for the last decade, with one glaring exception – taxes! Jon discusses why that’s the case, and how to take more control over taxes in retirement. Drop us an e-mail with your questions at www.retirementsolutionradio.com .

2020 is the year of change for Jon. Now, he’s taking on the 29029 challenge – climbing the height of Everest on a mountain in Idaho (is he crazy?!). Learn about why he’s doing it – and how it compares to conquering retirement. Drop us an e-mail with your questions for Jon at  www.retirementsolutionradio.com .

The market continues to climb in 2020, leading some market analysts to call this a “melt-up.” What the heck does that mean – and what happens when that melt-up becomes a meltdown? Jon breaks it down for us this week. Drop us an e-mail with your questions for Jon at  www.retirementsolutionradio.com .

It’s the start of a new year, a new decade…and an election year. So what’s ahead for retirement savers? Jon gives us the outlook for 2020 and some tips to help you navigate the challenges ahead. Drop us an e-mail with your questions for Jon at  www.retirementsolutionradio.com .

Jon got an early start on his New Year’s resolutions by starting a detox during the holidays. Find out how he’s doing – and some steps you can take to complete your own financial detox for the new year! Drop us an e-mail with your questions for Jon at  www.retirementsolutionradio.com .

Is this long bull market hiding some problems in your portfolio? We’ll tell you what might be lurking underneath the surface. Plus, Jon discusses “the three wise men” when it comes to investing.  Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com .

As we enter a busy election year, should you let politics affect your investment decisions? “Fox & Friends” co-host Brian Kilmeade weighs in on that this week. Plus, Jon discusses the real numbers behind “Warrenomics.” Drop us an e-mail with your questions for Jon at  www.retirementsolutionradio.com .

Did you know that all candy bars are not taxed alike? You might want to reach for a Kit Kat instead of a Snickers the next time you have a chocolate craving. Jon explains that, plus how to take more control over how your retirement savings are taxed. Drop us an e-mail with your questions for Jon at  www.retirementsolutionradio.com .

We’re #1! We’re #1! Oh, but this is not something we want to brag about. USA Today puts Kentucky at the top of its list when it comes to pension problems. Now, with a political shakeup in state government, there are even more questions about how to solve it. Have questions about your pension or retirement? Drop us an e-mail at www.retirementsolutionradio.com .

Election Day 2019 is over, but we’re in for more political drama in 2020. A new survey reveals that some mutual fund managers base some investment decisions on their political views. Are you doing the same? Drop us an e-mail with your questions for Jon at  www.retirementsolutionradio.com .