BlackRock has started to offer something in certain 401(k)s that’s rather new.  The Wall Street Journal reports that five employers have signed up with the investment giant to offer annuities in their plans.  In theory, that would all...

Uncle Sam is finally acknowledging that people don’t seem to understand the fees they’re being charged on their retirement accounts.  Hear how John can help you understand what fees you're paying and WHY and how he can possibly help elimin...

Believe it or not, we’re already in the fourth quarter of the year!  And Morningstar’s Christine Benz says that means it’s time to take stock of your investments. Hear how John can do an end of year review with you, positioning you for a b...

The markets have been mostly up, and that’s been great for our portfolios.  But strategist Julian Emanuel tells CNBC that we’re due for a correction. Let’s say he’s right, and we do see a 15 correction. Can we assume that it would be short...

We have some breaking news, courtesy of the financial geniuses at Market Watch:  They’re reporting that … quote, “Most people have no clue what they pay for their 401(k).”  Hmmm, let’s see … where have we heard t...

If you’ve been married long, you know that disagreements come with the territory.  All jokes aside, the Wall Street Journal’s Anne Tergesen says that’s especially true when deciding how much risk to take with the family nest egg. Hear how ...

Do you remember how old you were when you began to appreciate the value of money?  A new survey finds the average American experiences a “financial awakening” around 33.  So, I’m wondering if there might be a second financial awakenin...

I ran across a question from The Motley Fool: “Should the average retirement saver buy an annuity?”  Their answer?  “It depends.”  Not very helpful, right?  So, what does it depend on?  Hear John explain the pros and co...

A new survey finds more Americans would like their employers to offer a component of guaranteed income in company-sponsored retirement plans.  The study by the Alliance for Lifetime Income indicates more than four in five would like to hav...

When you work with John, you will not only build a strong relationship and a partnership when it comes to putting together your income plan, you will also see how John treats your money as if it were his own! Then, it’s human nature...

Going FROM the working world TO retirement is a huge transition. What are you planning to do when you retire? Has the pandemic changed the way many baby boomers answer that question? John weighs in on this and the idea that pe...

A new poll finds 71% say they’re using “life hacks” – or shortcuts - more now than they did before the pandemic, especially in the kitchen.  A story in The Motley Fool points to three life hacks that can help maximize your money in later y...

Do you get your 401(k) through a big employer or a smaller company?  The difference could be what you pay in fees.  An article on the Morningstar financial website says plans offered by large companies tend to contain more low-fee inv...

In 1994,the 4% rule was created. The idea was with a 50/50 mix of stocks and bonds, you could pull 4% out to live on and not run out of money over a 30-year retirement.  You can still find that rule on the internet today.  But does it...

You know the saying, "Two things are certain in life, death, and taxes!" Yes, taxes will even plague you in retirement and can be one of the biggest expenses in retirement if you don't plan right and plan NOW!It's important to be tax eff...

John had the opportunity to meet and chat with Bill Murray and his brothers (Brian Doyle, Joel, Andy and Johnny) during their 20th "Murray Bros. Caddyshack Charity Golf Tournament" in St. Augu...

Former NFL wide receiver and potential Olympic athlete Willie Gault joins John on today's show for a great conversation about legacy, playing defense on the field and offense for his retirement, and MORE!  

The U.S. Senate is now considering a big bill passed by the House designed to help Americans save more for retirement.  It’s commonly called “SECURE Act 2.0.”  Longtime wealth advisor James Bogart tells Yahoo Finance it’s a massive st...

The biggest fear of planning retirement is running out of money. Good news is, John has tools and strategies that give you income for life! Call John today for a Portfolio Review!  

Sometimes, we talk about the “myths” of retirement.  And Forbes says one of the most common ones is that we’ll be in a lower tax bracket when we quit working.  That certainly seems to make sense – why would it not be true? John talks ...

So, when will the soaring prices come back down to earth?  The market is wondering if the Fed will get it right.  Should we even worry about a correction at this point? The Money financial website advised those nearing retirement not ...

When we mention the word “annuity,” we’re talking about an insurance contract designed to pay out invested funds in a fixed income stream in the future.  The thing is, not all financial advisors recommend them.  The reasons they often...

The #1 fear is running out of money and #1 question is "have I saved enough?" What if we told you John has tools in his tool box to give you guaranteed income for life? John explains how he walks his clients through the planning pro...

If most of your money is in a 401(k), how and when do you access it?  Do you retire and start pulling money as you need it?  Do you wait until the government says you have to take it?  Two retirements and Social Security experts ...