Jon Personal Life
What is one of Jon's favorite movies?
The Big Short
At what age can you start taking Social Security?
62
What is the term used to describe when your interest earns interest?
Compounding
What is my favorite activity to invite a referral to?
Golfing
What does CFP stand for?
Certified Financial Planner
Which sport is Jon very good at?
Snowboarding
At what age can you start to withdraw money from a retirement account without penalty?
59.9
What is the name of the infamous Financial Advisor who ran a billion-dollar ponzi scheme?
Bernie Madoff
Who is my IDEAL client demographic?
Pre-retiree
What type of retirement account grows completely tax free?
Roth
What breed of dog does Jon own?
Pitbulls
At what age are you REQUIRED to start taking money from your traditional retirement accounts?
73 or 75
What is the average return of the S&P 500 over the last 20 years?
Approximately 10.5% (10-11%)
Who would be considered a bad referral for me?
Someone who is struggling financially/ has no money.
What is a Fiduciary?
A person who is legally obligated to act in the client's BEST interest.
What is Jon's hidden artistic talent?
Drawing
What is the most common concern people have about their retirement?
Running out of money
What type of client demographic is generally the MOST concerned with securing a Disability Insurance policy?
Physicians (Healthcare Clients)
What is a perfect life event to refer someone to me?
Job change
What is the most tax efficient type of money to transfer to your beneficiaries?
Life insurance death benefit
Who is Jon's celebrity crush?
Margot Robbie, Chris Hemsworth
Statistically, what has been deemed a "safe" withdrawal rate from your retirement accounts?
3-4%
According to a study done by Vanguard, it was found that Financial Advisors following wealth management best practices can add up to, or even exceed, ___% in net returns for their clients?
3%
Who is my golden goose?
CPA
What service do I provide that makes me a unique advisor?
Comprehensive financial planning