Decades Of A Good Time: The Goal For Retirement
Jon discusses the importance of needing to manage and plan for retirement in the future. Tom Selleck is brought up as an example of someone who is still working in his retirement years and the challenges he may face in maintaining his lifestyle. Jon highlights five concepts that create a comprehen…
Managing Risk In Retirement
Jon provides insights on the importance of having clear objectives, realistic spending standards, managing risk, and having a tax plan. The conversation also touches on the challenges of navigating the abundance of information and options available in today's financial landscape. Visit RetirementS…
Long-term Care And Estate Planning In Retirement
Jon shares a personal story of the financial challenges his family faced when his father became incapacitated and emphasizes the need for proactive planning to avoid leaving important decisions to the courts. Visit RetirementSolutionRadio.com to start building your retirement plan today!
The Five Pillars Of Retirement Planning
Jon explores the idea of preparing for a long and healthy retirement due to the increase in life expectancy. With the potential need to prepare for a retirement that can last several decades, Jon highlights the five pillars of retirement planning: Protection Income Taxes Wealth Transfer Healthcare …
Over Planning For Retirement And Strategies For Reducing Taxes
Jon discusses key factors that contribute to wealth accumulation and financial success. He emphasizes the importance of having a financial plan and sticking to it, as well as not worrying about constantly managing and changing investments. Jon also highlights ways to potentially reduce taxes and o…
Impact Of Tax Rates On Retirement Savings
In this episode, Jon focuses on Roth conversions, RMDs, and the impact of tax rates on retirement savings. He explores the opportunities and strategies for optimizing tax planning and saving money through proactive financial decisions. Visit RetirementSolutionRadio.com to start building your retir…
Strategies For Retirement Income Streams
In this episode, Jon delves into the challenges of investing in stocks, valuating the stock market, and the importance of protecting your portfolio in retirement. Visit RetirementSolutionRadio.com to start building your retirement plan today!
Wall Street’s Concerns About Government Spending
Excessive government spending may have negative consequences for individuals’ financial future, and Wall Street is becoming more concerned about the impact of this spending on the economy. Jon also discusses being proactive and strategic through tax planning to minimize tax liabilities in retireme…
Murray Bros. Interview From The Caddyshack Charity Golf Tournament
Jon interviews the Murray Bros. again at their annual Caddyshack Golf Tournament to discuss how the charity event came to be, where the peanut butter, lettuce and mayo sandwich came from, and how often the brothers get together to play golf.
The Five Commandments Of Retirement
Following his retirement, Nick Saban’s wife Miss Terry gave him the “12 Commandments of Retirement” that he must abide by. Jon provides his own commandments in retirement that people should consider: Knowing your money is protected. Creating a lasting income stream. Minimizing taxes. Planning for a…