All Episodes
The Retirement Solution — 401 episodes · page 3 of 5
Are Phantom Income Taxes Haunting Your Retirement Plan
Intuition vs. Strategy in Retirement Planning
Junk Fees Are Everywhere, But May Be Hitting Your 401(k) Hardest
Should You Max Out Your 401(k): Navigating the Complexities of Retirement Savings Accounts
Avoiding Retirement Assumptions: Expert Tips for Secure Financial Futures
Jon and Gary LeVox talk “family financial lessons,” plus planning for long-term care
Jon Hicks Interviews Gary LeVox
Taylor Swift will likely work a long time; You may do the same but for different reasons
Many investors 55 and up are putting most of their nest egg in the market, which could backfire
What if the recent big market rally is followed by a big collapse?
Are you paying the least amount in taxes that you’re legally required to pay?
Current High Interest Rates Have Actually Created New Investment Options, Take Full Advantage For Your Retirement Income Plan
You Should NOT Need To Be Talked Into Enjoying Your Retirement Money
It’ll Take More Than A Few Wipes To Get The “Dirt” Out Of Your Retirement Savings Plan
Would You Clean Prison Toilets In Exchange For Never Having To Pay Taxes Again
Cash WAS Trash, But Is It Now Better Than Stocks Or Bonds? Keeping Up With The Constantly Changing Rules Of Investing
The Most Important Things Pre-Retirees Should Focus On Now, So That They Get Retirement Right
Learning From Other’s Mistakes
Tax Strategies For Small Business Owners
A Conversation With The Murray Brothers
World Class Athletes All Have Coaches
Seeking Permission To Spend
Are New RMD Rules Really Helpful
Bridging The Gap
3 Major Mistakes Silicon Valley Bank Made
Pay Taxes Now Or Later?... It Depends.
Their $8M Legacy Grew To $17M By Changing ONE Thing
Risk Vs Reward - What’s Right For YOU
You’re Not Harrison Ford
Don’t Let Anxiety Get The Best Of Your Money
Should You “Stay Out Of The Market”
What Got You Here, May NOT Be What Gets You Through
Don’t Leave A Legacy, Leave A TAX EFFICIENT Legacy
A Famous Rapper Declares War On Inflation
Is “SECURE 2.0” Really What Washington Says
Milk Cows & Steak Cows
Streamlining Online Bank Opportunities
What 2023’s New Social Security Rules Mean For You
The Holidays Are More Stressful This Year
Solving Your Biggest Concern
Can These Bear Market Rallies Grow Legs
Every Major Asset Class Is Down…For The 1st Time EVER
You Can’t Spend Lost Money
You Don’t Have To Move To Florida
“Big Picture” Frugality
Collect For Fun, Not For Investment
Using The Past To Predict The Future
It’s A Very Uncomfortable Time
The 5 Pieces To Achieving “Mental Wealth”
States May Start Taxing Those Without LTC Insurance
Not All Money Is Taxed The Same
5 Pieces To The “Financial Plan Puzzle”
It’s 1969 All Over Again
A Recession Can Be A Good Thing
How A Roth Conversion Could Hurt You
It’s About The Long Game
We May Be Waiting A While
The Numbers Are NOT Adding Up
Opportunities Despite Volatility
Seeking A Silver Lining
Warren Buffet Made Most Of His Money AFTER 50
Seeking Safer Harbors
The ‘Oh Crap’ Moments Of Retirement Planning
Making Money Is Different Than Harvesting It
You’re Sabotaging Your Retirement By Not Tracking This
3-Generational Tax Planning
Great Savers = Poor Spenders
What’s The Correct Strategy When Facing A Market Correction
Buckle Up Your Bucks
The 50 – 30 – 20 Rule
Don’t Fear The Sharks
Even The SATs Are Saying “Out With The Old”
Unused Gift Cards Are Just The Beginning
The Real Millionaire Secrets
3 Reasons to Reconsider Retirement in 2022
Mass Exodus: The Baby Boomer Retirement Surge
The Three Wise Men