Apr 29, 2019

It’s Derby Week in Kentucky…and Jon shares why he never wins at the track. It’s remarkably similar to why we typically lose as investors. Plus, there’s another horse race of sorts for the White House. Jon tells us his big concerns about one frontrunner’s tax proposals.

Apr 22, 2019

After a tough week dealing with taxes, we turn to President Reagan for some inspiration on how to win in retirement without government intervention! Plus, Google’s released a list of the most common retirement questions…now it’s time to hear from Siri!

Apr 15, 2019

How much money does it take before you actually feel rich? Jon tackles that this week…after reminiscing about the good ole’ days when it comes to taxes.

Apr 8, 2019

You won’t believe what some try to sneak past the IRS. Jon shares some of the bizarre deductions people have tried to claim (and a better way to go about tax planning!). Plus, Shark Tank’s Barbara Corcoran won’t spend money on things like jewelry or purses…even though she’s worth millions. The lessons you can...

Apr 1, 2019

When it comes to finance, it seems like the world’s wealthiest people might know something we don’t. This week, Jon shares the secrets of life insurance (and makes it sexy!). Plus, the secrets to generating income for a happy retirement.