Jon Magoch | Founder, President and Investment Advisor Representative
Year Joined: 2006
Years of Professional Experience: 20+
What I love about Retirement Evolutions: Each day, we are presented with precious moments, learning experiences, educational opportunities and challenges to conquer to make things a little better for those around us. Watching our team and company meet and deliver upon these moments, opportunities, experiences and challenges each day is truly humbling and inspiring. That is what I love about the Retirement Evolutions family!
Places I’ve lived: Tucson, AZ; Phoenix, AZ; Windsor, Canada
My hobbies and passions: Spending time with my daughter and family; travel; golf; warm ocean locales; experiencing the adventures of life while finding the joy and happiness in everything I do.
Jon invests most of his energy either helping existing clients’ evolving retirement planning needs or meeting with prospective clients to design solutions for their unique needs. As president, he also tends to the global strategy and task allocations of ongoing business requirements.
Jon’s Professional Story
Jon discovered early that he had an enterprising itch to scratch. Even in elementary school, he learned that filling a service need (mid-day candy cravings of the students) suited him both in autonomy from the norm and in providing necessary resources in life (money for investing in baseball card collections). Jon explored several other entrepreneurial ventures throughout his years, but ultimately it was time spent in the financial and insurance industry that carved the path toward Retirement Evolutions. He experienced firsthand that even the best products from the best brands had limitations that impacted the thoroughness of people’s retirement planning; namely choice and breadth of focus. So he started Retirement Evolutions to fill that very service need and has never stopped looking for and implementing new ways for the firm to be an optimal retirement planning partner free of the boundaries of conventional financial service firms.
Jon’s Personal Story
Jon is born and raised in Tucson. He briefly sampled some other living environments and certainly enjoys trips to Southern California and Mexico, but Tucson is where his heart is. Jon enjoys a close relationship with his family and most notably with his daughter. You are likely to find them at any one of her activities, traveling somewhere, at the pool or doing something around the house. If Jon isn’t with his family, working or scouring the interwebs, then it’s a good bet he is on a golf course somewhere or thinking about the next time he will be.
We invite you to come into our office
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com, or call us at 520-399-6340 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
LISTEN TO JON AND KARYN ON THE RADIO
March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in dividends, it’s up fivefold.
The short-term spikes over the past few years coupled with corporate share buybacks have served to keep performance humming. As we move forward, a few points of note:LISTEN
Retirement planning is like building a house – it needs a strong foundation. In this case, the foundation of a good retirement plan features eight specific pillars to build on – things like assets, income, and protective features that retirees need. Jon and Karyn go over what they are and how they fit into a plan to be sure your retirement goes as smoothly as possible.LISTEN
When Lessie Brown, a 114-year-old woman from Ohio, passed away in January, her family attributed her longevity to the fact that she ate a sweet potato nearly every day until she was well past 100.LISTEN
Unexpected developments can derail your retirement assets – things such as kids living at home longer than anticipated, the rising cost of both college (for the kids) and long term care (for parents, or maybe yourself). Not to mention that today’s retirement strategies are different than those of a generation ago. Jon and Karyn go over these and many more scenarios that your plan should take into consideration as retirement draws closer.LISTEN