The Retirement Redzone

There’s a lot of opportunity for saving money – even during a financial crisis. This week, Jason discusses why it might make sense to take advantage of historically low tax rates while you still can in 2020. Plus, he’ll explain how retirees & near-retirees may also benefit from low interest rates by refinancing their homes. Schedule your year-end retirement review at www.retirementredzoneradio.com.

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The President’s tax records are under scrutiny, but USA Today says it’s also causing some of us to question what we’re doing wrong with our own taxes. Jason breaks down what the media’s getting wrong about Trump’s taxes, and how the same tax code can benefit retirement savers too. Get started on your own personal tax map with Jason by signing up for a complimentary review at www.retirementredzoneradio.com.

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We didn’t get much substance in the Presidential debate, but we do know what the candidates have proposed when it comes to taxes. This week, Jason breaks down one particular proposal from Joe Biden that could affect the tax breaks on your 401(k). Plus, why you might want to update your estate plan before the November election. Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.

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Wondering how the election might affect Wall Street? This week, hear one market historian’s take. Jason also gives his thoughts on the impact of a Biden or Trump win. Plus, the pandemic may have people thinking about retiring earlier – but what do you need to consider before pulling the trigger? Start on your retirement game plan at www.retirementredzoneradio.com.

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By now, most of us have had enough of 2020, but one analyst says next year could be one of the best economic years in U.S. history. So how can we position ourselves for a better 2021, especially with an election coming up? Jason discusses that on this week’s episode. Have a question about how your retirement prospects have changed this year? Drop Jason an e-mail at www.retirementredzoneradio.com.

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Football may look a lot different this year, but we’re glad it’s back! Listen this week as retired pro football hall-of-famer Michael Irvin explains what inspired his strong work ethic. Plus, Jason describes why his dad – legendary Eagles linebacker Bill Bergey – had to hitchhike his way to a successful football career. Ready to protect your years of hard work? Get started on a retirement game plan at www.retirementredzoneradio.com.

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You won’t believe the latest tax proposal coming from California Democrats. Their new wealth tax would follow residents – even if they move out of state! Jason discusses why it’s more important than ever to protect yourself from whatever tax proposals our politicians come up with next. Plus, why states may put pension funding on the backburner due to the pandemic. Have a question about taxes or your pension? Drop Jason an e-mail at www.retirementredzoneradio.com.

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Yes, 2020’s been a weird year…and there’s more weirdness ahead with the November election and the possibility of more layoffs starting in October. Jason explains how to prepare yourself financially for what’s ahead. Plus, we’ll explain the difference between being rich and being wealthy. Have a question or concern you need to address? Drop Jason an e-mail at www.retirementredzoneradio.com.

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Jason’s back from the perfect social distancing vacation in Alaska! We’ll hear about his time in the great outdoors. Plus, Fidelity’s out with some new health care estimates for retired couples. Warning: the price tag is hefty! And we’ll hear about the unique way that NFL rookie Joe Burrow plans to spend & save his football income. Jason discusses how you can set up a similar strategy with your retirement income. Have a question about your retirement? Contact us at www.retirementredzoneradio.com.

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The headlines are negative right now, and retirement confidence is down…but don’t let that stop you from getting answers about your future. This week, Jason discusses how to address your concerns head-on, and why you may want to do a little dreaming about retirement! Have a question for Jason? Contact us at www.retirementredzoneradio.com.

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