Sep 30, 2021
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.
Sep 23, 2021
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...
Sep 16, 2021
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.
Sep 10, 2021
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
Sep 3, 2021
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?...