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. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
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 time to change your financial coach. Tune in for practical insights and real-life stories that will help you rethink your retirement game plan. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
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. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
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 your financial future. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
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. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
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. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
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 landscape and make smarter decisions for your financial future. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
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. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Are you still following retirement rules that could be holding you back? In this episode, Jon Hicks breaks down three outdated financial “truths”—the 4% rule, chasing a magic retirement number, and the push to be completely debt-free. Discover why these common guidelines may not fit today’s retirement reality, and how a customized plan can help you make smarter decisions with your savings. Learn how leveraging your assets, understanding your real income needs, and ditching one-size-fits-all advice can transform your retirement strategy. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Think a $14 million signing bonus means instant riches? RG3’s tax shock reveals what retirees face with their own savings. In this episode, Jon Hicks breaks down how taxes, outdated retirement rules, and unexpected life events can derail even the best-laid plans. Learn why the 4% rule and magic retirement numbers may not work for you, and how stress testing your portfolio can prepare you for real-life curveballs—all with practical insights for today’s retirement landscape. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Should you start scaling back risk 3, 5, or even 12 years before retirement? Financial advisor Jon Hicks breaks down the latest research, market trends, and personal psychology behind de-risking and diversification. Learn why timing, income streams, and a holistic plan matter more than chasing market returns. Real stories and actionable advice help you build protection, income, tax, legacy, and healthcare into your retirement strategy. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Is your retirement plan built on myths or real math? Financial advisor Jon Hicks unpacks the truth behind “magic numbers,” market drama, and tax moves, revealing why personalized planning beats one-size-fits-all advice. Discover how income streams, risk management, and tax strategies can transform your retirement journey—plus the surprising pitfalls of relocating for lower taxes. Tune in for practical insights and real stories that help you retire with confidence. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Why do so many retirees hesitate to spend—even after years of saving? Financial advisor Jon Hicks dives into the psychology of spending in retirement, exploring the fear of running out of money and how to build income streams that give you confidence. Discover the concept of “front loading” retirement, strategies for enjoying your savings while you’re healthiest, and why a smart plan can help you spend without regret. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Can you really make your money last for a 30-year retirement? Discover why old withdrawal rules may no longer work and how longevity, inflation, and market behavior can threaten your nest egg. Jon Hicks shares the “elegant simplicity” of the three-bucket strategy, revealing how smart income planning, diversification, and tax strategies can help you stay retired—no matter what the future brings. Tune in for practical insights to secure your financial future. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Want to know how wealthy retirees keep more of their money? Jon Hicks reveals the tax strategies, bracket bumping, and investment moves that millionaires use to grow and protect their wealth in retirement. Learn about Roth conversions, tax gain harvesting, RMD planning, and new ways to defer taxes on business sales—all explained in clear, actionable language Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
What three conversations should every couple have before turning 65? In this episode, Jon Hicks breaks down the essential retirement talks—from daily routines and spending priorities to healthcare planning. With humor and insight, Jon shares why financial planning often feels like marriage counseling and how honest communication can shape a happier retirement. Learn how to align your goals, understand the numbers, and prepare for the unexpected. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Are you stuck in the “just one more year” mindset about retirement? In this episode, Jon Hicks of J. Hagan Capital explores the emotional and psychological traps that keep people working longer than they need to. From test-driving retirement with unused PTO to finding purpose beyond your career, Jon shares practical ways to break free from procrastination and start living the life you’ve saved for. Hear how his own father’s story shaped his mission to help others retire with clarity and confidence. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Is your 401(k) quietly draining your retirement savings? In this episode, Jon Hicks of J. Hagan Capital exposes hidden fees, underperformance, and limited investment options in many 401(k) plans. Learn how a 401(k) x-ray can reveal what’s really going on—and how strategies like in-service rollovers and mega backdoor Roth conversions could help you take control of your financial future. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Is your 401k about to get risky—or revolutionary? Financial advisor Jon Hicks breaks down the latest investment options showing up in retirement plans, including private equity, hedge funds, and even crypto. Learn why these offerings are gaining traction, what risks they carry, and how accredited investors can already access them through IRAs. It’s a deep dive into volatility, liquidity, and the power of non-correlated returns. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Is working one more year really worth it? In this episode, Jon Hicks challenges the conventional wisdom around delaying retirement. They explore who truly benefits from postponing your exit—and it might not be you. From strategic planning to business exit strategies, they unpack how timing, tax efficiency, and personal goals shape a fulfilling retirement. Whether you're an employee or a business owner, this conversation will help you rethink your timeline. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.