Podcast
The Retirement Solution
Hosted by NewsRadio 840 WHAS (WHAS-AM) · EN
Irreverent, in-your-face and inspiring. That’s Jon Hicks’ approach to helping teach people about retirement. As the author of “The Retirement Solution” and the host of “The Retirement Solution” on 840 WHAS in Louisville, Kentucky, Jon has made it his mission to turn the retirement crisis into an opportunity, by helping people find the retirement solution that’s unique to them. Each week, he covers the financial headlines, and helps people focus on ways to reduce fees, taxes and squeeze every available penny out of their retirement portfolio. You can find him online at www.retirementsolutionradio.com.
37episodes
Episodes
Newest firstAll episodes
The Hidden Tax Problem Facing “Paper Millionaires”
Apr 700:11:58Tap to summarizeYou might be a millionaire on paper—and still be unprepared for the tax bill that comes with it. In this episode of The Retirement Solution, Jon Hicks explains how large asset sales, real estate, and tax-deferred accounts can create unexpected tax exposure in retirement. The discussion focuses on “paper millionaires,” depreciation recapture, installment sales, trusts, and why timing and planning matter before cashing out a business, property, or retirement account. The episode highlights how taxes, not investment performance, often become the biggest hurdle when turning accumulated wealth into retirement income. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Transcribe →Singles, Doubles, and Knowing When Enough Is Enough
Apr 500:43:24Tap to summarizeWhat do baseball legends, paper millionaires, and retirement planning have in common? In this episode from this past weekend’s radio show, Jon Hicks uses sports analogies, real-life stories, and current market conversations to break down consistency, income planning, and knowing when “enough is enough.” From singles and doubles in baseball to tax surprises facing business owners and retirees, the discussion focuses on protection, income, and taxes as retirement approaches. The show also explores market volatility, risk timing, and the difference between transactions and true financial partnerships. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Transcribe →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 2400:12:43Tap 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 Retirement Planning Starts to Look Like a Bracket Challenge
Mar 2200:48:47Tap to summarizeMarch Madness isn’t the only place overconfidence can derail the outcome. In this episode from this past weekend’s radio show, Jon Hicks uses bracket chaos, betting psychology, and headline‑driven markets to explain how emotional decisions can quietly creep into retirement planning. The discussion covers recency bias, concentrated portfolios, income versus accumulation, and why retirement spending without a clear plan can create stress even after years of saving. It’s a wide‑ranging conversation about behavior, discipline, and building systems that hold up when volatility shows up. 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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