Podcast
The Retirement Solution
Hosted by Jon Hicks · EN
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.
27episodes
Episodes
Newest firstAll episodes
Are These 5 Retirement Pillars Missing From Your Plan?
6d ago00:33:19Tap to summarizeAre your retirement worries multiplying in the middle of the night—and do they have to? In this episode from this past weekend’s radio show, Jon Hicks outlines five key pillars of retirement planning: protection, income, tax strategy, healthcare expenses, and wealth transfer. He also explores the risks of concentrated investments, lessons from past market leaders, and why balancing growth opportunities with risk management becomes increasingly important near retirement. Learn how evaluating these areas can help create a more organized approach to retirement and provide greater clarity around long-term financial decisions. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Transcribe →Do You Really Want to Retire Early?
2w ago00:12:48Tap to summarizeAre you dreaming about retiring early—or just looking for a way to escape the daily grind? In this episode, Jon Hicks explores the question many workers ask: “Can I retire now?” He discusses the difference between being financially ready for retirement and simply feeling burned out, along with the importance of having a plan for both your finances and your time. Learn how lifestyle goals, income needs, healthcare considerations, and personal fulfillment can all play a role in determining when retirement makes sense. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Transcribe →The Retirement Tax Trap Few People See Coming
3w ago00:13:10Tap to summarizeCould taxes be the biggest expense in your retirement without you realizing it? Jon Hicks explains how the way your money is positioned—not just how much you’ve saved—can shape your retirement income. He breaks down the three tax buckets—taxable, tax-deferred, and tax-free—and why balancing them matters over time. The conversation also highlights how income goals, spending habits, and legacy planning can influence tax strategies. If you’ve focused mainly on saving, this episode explores how tax planning may play a role in what you keep. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Transcribe →Are You Waiting Too Long to Enjoy Your Retirement Savings?
3w ago00:48:41Tap to summarizeAre you overlooking the freedom your retirement savings could already provide? From this past weekend’s radio show, Jon Hicks explores how a well-designed plan can help define when and how to spend in retirement. The conversation covers “guardrails” for spending, balancing splurges with long-term income, and how emotions and headlines can influence investment decisions. John also breaks down tax diversification, market risk near retirement, and the “one more year” mindset that can delay important life choices—highlighting how clarity around your numbers may shift the conversation. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Transcribe →Why Do Some Retirees Seem to Have It All Figured Out?
4w ago00:12:04Tap to summarizeWhat do people who thrive in retirement do differently? Jon Hicks breaks down four key financial behaviors often seen in those enjoying retirement—from saving aggressively and building income streams to managing risk and planning for unexpected expenses. He also explores the importance of defining “enough,” reducing financial stress, and creating a strategy that supports lifestyle needs over time. From tax planning to healthcare considerations, this episode highlights how multiple factors work together in shaping a retirement plan. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Transcribe →Is the 401(k) Failing Retirement?
Jun 1600:12:45Tap to summarizeIs the 401(k) really the retirement solution—or just a piece of the puzzle? In this episode, Jon Hicks breaks down the origins of the 401(k) and why it may not be designed to carry the full weight of retirement planning. He explains how many Americans rely too heavily on it, and why a strategy focused on protection, income, and tax planning matters as retirement approaches. The conversation also covers common gaps in traditional approaches and what to consider when transitioning from saving to generating income. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Transcribe →Why Retirement Still Feels Stressful—Even With Millions
Jun 900:12:23Tap to summarizeWhy do some retirees with millions still feel anxious about spending their money? In this episode, Jon Hicks explores the psychological shift from saving to using retirement funds and why it can be harder than expected. The discussion highlights how fear, habits, and uncertainty can impact decisions, even with strong income and assets in place. Jon also outlines key considerations like understanding income sources, stress-testing a plan, and evaluating tax impact, while emphasizing the role of planning in turning savings into a structured retirement strategy. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Transcribe →When Waiting Costs More Than You Think
Jun 700:49:03Tap to summarizeWhat if chasing the “perfect” financial decision costs you the moments that matter most? In this episode from this past weekend’s radio show, Jon Hicks explores how retirement planning goes beyond spreadsheets and projections. From Social Security timing decisions to the risks of over-saving or delaying retirement, the conversation highlights how emotions, habits, and priorities shape financial choices. Jon also discusses the shift from saving to spending, the role of income planning, and why balancing risk, lifestyle goals, and personal fulfillment is a key part of the retirement journey. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Transcribe →Why Your Next Market Reaction May Surprise You
Jun 200:12:39Tap to summarizeWill you react any differently the next time the market drops? This episode explores how investor behavior is often driven more by emotion than logic, especially as retirement approaches. Jon Hicks breaks down why past reactions to market downturns tend to repeat—and how discipline, planning, and understanding risk capacity play a role in navigating uncertainty. The conversation also highlights the shift from saving to spending, the importance of income strategy, and how multiple income streams may help during market volatility. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Transcribe →The Tax Mistakes That Could Follow You Into Retirement
May 3100:49:50Tap to summarizeAre hidden tax traps quietly reshaping your retirement? This episode from this past weekend’s radio show explores how retirement shifts you from taxpayer to tax manager—and why decisions around withdrawals, Social Security, and account types can affect long-term outcomes. Jon Hicks breaks down common pitfalls, including over-reliance on tax-deferred savings, changes to inherited IRAs, and the complexity of multiple income streams. The conversation also touches on risk, planning discipline, and the importance of aligning strategy with how people actually behave during market swings. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
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