The Retirement Solution
The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning. Jon, the author of "The Retirement Solution," covers the financial headlines and helps listeners focus on ways to reduce fees, taxes, and squeeze every available penny out of their retirement portfolio. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Solution has something for you. Jon's unique approach is designed to help you find the retirement solution that's right for you, so you can retire with confidence. Subscribe today and empower yourself to make smart financial decisions for a secure and fulfilling retirement. Connect with Jon and his team online at J Hagan Capital or on social: Facebook, Instagram, LinkedIn and YouTube.
Episodes
Feeling like your Roth conversions aren’t keeping up with a soaring market? Jon Hicks breaks down why “treadmill” moments can actually signal that your strategy is working. From tax‑bracket thresholds to asset‑selection decisions, he explains how conversions fit into a bigger conversation about rising tax pressures, government debt, and long‑term planning. With real‑world examples and insight into how in‑house CPA...
What if the biggest retirement mistake happens after you stop working? In this episode, Jon Hicks breaks down why many retirees struggle—not from lack of savings, but from not knowing how to turn those savings into sustainable income. He explores the “descent down the mountain,” outlining the three essentials every retiree must understand: knowing your monthly number, identifying reliable income sources, and manag...
A warning from financial history sets the stage as Jon Hicks dives into what today’s AI‑driven market surge may really mean. In this episode from this past weekend’s radio show, Jon breaks down why comparisons to 1929 are resurfacing, how interest rates shaped 2022’s downturn, and why the frenzy around artificial intelligence could signal more than simple innovation. He also unpacks retirement realities &mdas...
Is your retirement income plan stuck in the past? Jon Hicks explores why outdated financial strategies can cost you more in taxes and missed opportunities. Discover how evolving investment options, personalized planning, and smart tax moves can help you keep more of what you’ve earned and adapt to today’s retirement landscape.
Schedule your complimentary appointment today: RetirementSolutionShow.com
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How many times will your retirement savings be taxed before you get to enjoy them? Financial advisor Jon Hicks exposes the hidden costs of poor tax planning and explains why proactive strategies matter more than ever. From asset allocation to estate trusts, discover how understanding the difference between tax preparation and tax planning can safeguard your wealth for generations. Tune in for practical insights that help you naviga...
Think FOMO is just for the young? Think again. Financial advisor Jon Hicks reveals how fear of missing out can sabotage even the savviest investors—at any age. From concert tickets to cryptocurrency, this episode unpacks the emotional traps that drive risky decisions and explains why your financial plan should be as unique as you are.
Schedule your complimentary appointment today: RetirementSolutionShow.com
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Are you haunted by the fear of spending your hard-earned retirement savings? Discover why “spendophobia” grips nearly half of American retirees and how to break free from the anxiety of outliving your money. Financial advisor Jon Hicks reveals practical steps to shift from saver to confident spender, sharing real-life strategies, mindset shifts, and the importance of a written financial plan. Learn how to use your money...
What can a daring heist at the Louvre teach you about protecting your retirement? This past weekend's radio show unpacks the “spendophobia” gripping nearly half of American retirees—the fear of spending hard-earned savings. Discover how outdated safety nets, market volatility, and tax surprises can threaten your financial future, and learn practical steps to confidently transition from saver to spender. With real ...
Are you prepared for the tax surprises waiting in retirement? Financial advisor Jon Hicks unpacks the complexities of Roth conversions, required minimum distributions, and strategies for managing your tax burden as you approach age 73. Learn how timing, income streams, and evolving tax laws can impact your retirement savings. Real stories and practical analysis reveal why understanding these moves is crucial for anyone planning the...
What happens when layoffs, taxes, and retirement collide? This past weekend’s radio show tackles the reality of unexpected job loss near retirement, the pitfalls of panic decisions, and why evolving your financial “recipe” is essential. Host Jon Hicks breaks down strategies for Social Security, Roth conversions, and building income streams that last. Plus, discover why your 401(k) may need a fresh look and how sma...
What does it really mean to “bet on yourself” in retirement? This episode explores how taking ownership of your financial future—like Sarah Blakely did with Spanx—can lead to true independence. Jon Hicks breaks down why control over income, taxes, and decision-making matters more than chasing market trends or waiting for a magic number. Learn how to preserve your savings, build resilient income streams, and ...
What if your retirement plan is missing the most important piece? This past weekend’s radio show dives into the “income puzzle” of retirement—why having multiple income streams matters more than the size of your nest egg, and how to protect your future from market swings, inflation, and rising taxes. Jon Hicks shares real stories, actionable strategies, and the mindset shifts needed to retire with confidence...
Is your financial advisor really preparing you for retirement’s big game—or just getting you to the playoffs? Jon Hicks explores the warning signs that it may be time to switch advisors, from costly mutual funds and missing income plans to overlooked tax strategies. Learn what questions to ask and how to ensure your financial coach is ready for your retirement victory.
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What’s the one thing most people miss when planning for retirement? This past weekend’s radio show dives into why every retirement strategy should be as unique as you are. Jon Hicks explores the “jazz” of financial planning, the pitfalls of cookie-cutter advice, and how to build flexibility into your future. From Roth conversions to market highs, learn how to avoid costly mistakes and spot when it’s ti...
Is your money stuck in old accounts, forgotten 401(k)s, or inefficient investments? Financial advisor Jon Hicks reveals four essential strategies for freeing up your retirement savings. Learn how to organize your financial “junk drawer,” avoid costly mistakes, and take control of your future by making smarter decisions with your hard-earned money. Streamline, consolidate, and get unstuck—starting today.
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Is your wallet ready for the holiday season’s surprises? This episode kicks off with the realities of year-end spending, then Jon Hicks dives into the hidden dangers of Required Minimum Distributions (RMDs) and how they can derail your retirement plans. Finally, discover practical strategies to free your 401k from “stuck money” and make your savings work smarter. Tune in for actionable insights that could change y...
Are you chasing retirement income while the rules keep changing? This episode explores the maze of income options, from dividend stocks and annuities to buffered ETFs and principal-protected notes. Jon Hicks breaks down the risks, rewards, and behavioral traps that can derail your financial future. Learn why having three to five income streams—and a flexible plan—is essential for lasting retirement security.
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What happens when your retirement math suddenly changes? Jon Hicks explores why most inheritances vanish in five years, how longevity and inflation challenge old withdrawal rules, and why organizing your financial “junk drawer” is the key to a confident retirement. Discover practical insights on trust planning, income strategies, and building a clear, actionable blueprint for your future.
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Are you ready for the big changes coming to your 401k? Jon Hicks breaks down new rules for alternative investments and super catch-up contributions, revealing how these updates could impact your retirement strategy. Learn why asset location matters as much as allocation, and how understanding the tax game can help you protect your savings from rising rates and government grabs. Get practical insights to navigate the evolving landsc...
Think saving for retirement is the hard part? Jon Hicks reveals why planning for retirement is even more complicated, with new 401k rules, alternative investment options, and the critical need for multiple income streams. Hear real-life stories—including a cautionary tale about relying on a single source of income—and learn how to avoid common pitfalls as you navigate today’s financial maze.
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