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.
34episodes
Episodes
Newest firstAll episodes
Why the First Year of Retirement Matters So Much
Mar 3100:13:17Tap to summarizeThe first year of retirement can shape everything that comes after it. In this episode, Jon Hicks explains why early retirement spending habits often swing to extremes—and how both overspending and underspending can create long‑term challenges. Using real‑life examples, the conversation explores why traditional “budgets” fall short in retirement, how spending plans differ, and why flexibility matters as life changes. The episode highlights the importance of balancing income needs, lifestyle goals, and timing decisions to avoid common missteps that retirees don’t always see coming. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Transcribe →Volatility Isn’t the Enemy—Reacting to It Is
Mar 2900:47:36Tap to summarizeHeadlines feel chaotic—but are they telling the whole story? In this past weekend’s radio show, Jon Hicks breaks down how market volatility, inflation fears, and rising oil prices can reshape opportunity rather than erase it. The conversation explores why volatility isn’t the real threat, how retirement spending habits can go wrong early, and what myths still trip people up around Social Security, healthcare costs, and withdrawal strategies. The episode also dives into tax planning concepts, including Roth conversions, and why flexibility and planning matter more than reacting to today’s news. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Transcribe →What Your Tax Return Is Really Telling You
Mar 2400:12:42Tap to summarizeYour tax return may reveal more about your financial picture than you realize. In this episode, Jon Hicks explains why a tax return shouldn’t be filed and forgotten, but instead reviewed like a report card that highlights missed opportunities and planning gaps. The conversation explores how income decisions, deferrals, and overlooked line items can quietly shape long‑term outcomes. Listeners will hear why looking beyond April 15th matters and how tax documents can be used to inform smarter conversations about retirement planning, income strategy, and future decisions. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Transcribe →When Headlines Start Moving Markets
Mar 3Tap to summarizeMarkets don’t move in a vacuum—and sometimes a single headline can change everything. In this episode of The Retirement Solution, financial advisor Jon Hicks explores political risk and how government actions, public statements, and unexpected headlines can ripple through the markets. The conversation looks at how political uncertainty intersects with investing, why volatility can increase when policy shifts dominate the news cycle, and how stress‑testing assumptions can reveal hidden vulnerabilities in a portfolio. It’s a timely discussion about understanding external forces that investors can’t control—and how awareness of those forces fits into retirement planning decisions. 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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