This week, Jon tackles the two big hurdles for retirees - taxes & health care. First, did you know the tax rules are so complex that even the IRS has trouble keeping up on its own website? And then, what about those who want to retire before they're eligible for Medicare? Learn more on this week's episode - and schedule a time to go over your questions at www.RetirementSolutionRadio.com. 

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Sitting in front of your smart phone or computer trying to figure out where the market's headed next? Stop & listen this week as Jon reflects on the famous advice from the late Vanguard founder Jack Bogle. Plus, he shares the four things we should be prepping our portfolios for in the future. Time for a portfolio checkup? Connect with us at www.RetirementSolutionRadio.com. 

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Congress may be ready to close the door on a popular tax strategy for high-income earners. This week, Jon explains the backdoor Roth IRA and the steps to take if you want to take advantage of it before it goes away. Need a retirement tax checkup? Connect with us at www.RetirementSolutionRadio.com. 

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Uh oh. Even Costco's now limiting toilet paper purchases, reminding us of the shortages we saw early in the pandemic. And what you can find on the shelves is costing more. So this week, Jon breaks down how to help your dollars keep up with inflation, by bringing some of your "dead money" back to life. Need a portfolio checkup? Schedule it now at www.RetirementSolutionRadio.com. 

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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. 

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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 savings. Find more retirement resources now at www.RetirementSolutionRadio.com.

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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. 

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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 www.RetirementSolutionRadio.com. 

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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? Connect with us at www.RetirementSolutionRadio.com. 

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One of the many issues we're watching heading into the fall is the many different tax proposals working their way through the process in Washington. This week, Jon explains the impact of these plans on the retirement prospects for small business owners & good savers. Have a question about your tax strategy? Connect with us at www.retirementsolutionradio.com.

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