PODCAST · business
The Retirement Solution
by Jon Hicks
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
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Will Your IRA Help Your Heirs or Create New Challenges?
Could the inheritance you leave behind create tax headaches your family never expected? In this episode, Jon Hicks explores how inherited IRA rules have changed under the SECURE Act and what that could mean for children and grandchildren who inherit retirement accounts. He discusses the role of...
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Have You Saved Too Much for Retirement?
Could your biggest retirement challenge be the success you've already achieved? In this episode from this past weekend’s radio show, Jon Hicks discusses how market uncertainty, rising account balances, and large tax-deferred retirement accounts can create unexpected decisions in retirement. He...
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Turning 70 – Don’t Miss These 3 Retirement Planning Moves
Think retirement planning ends once you reach your 70s? Think again. In this episode of the Retirement Solution Podcast, Jon Hicks discusses key financial moves retirees should consider after age 70, including qualified charitable distributions (QCDs), Roth conversions before required minimum...
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Scared of the Market? Here's the Question Most Retirees Aren't Asking
What if the biggest threat to your retirement plan isn't the market, but the decisions you make when fear takes over? In this episode from this past weekend's radio show, Jon Hicks discusses investor anxiety despite strong markets, strategies for managing risk, the importance of tax-smart…
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When Stocks Look Too Expensive, What Should Investors Do?
What do you do when stocks look expensive, bonds seem less appealing, and cash is sitting on the sidelines? In this episode, Jon Hicks explores the challenge investors face in today’s market environment and discusses alternative strategies that may balance growth opportunities with risk…
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Are Hidden Retirement Costs Draining Your Future Income?
Could inflation, taxes, and missed retirement opportunities be quietly costing you more than you realize? In this episode from this past weekend’s radio show, Jon Hicks discusses how rising interest rates and inflation can affect retirement income, why age 70 can unlock important planning...
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The Retirement Tax Trap Most People Don't See Coming
Could a simple retirement withdrawal trigger a chain reaction of taxes you never expected? In this episode, Jon Hicks explains how retirement income decisions can affect Social Security taxation, Medicare premiums, capital gains, and Required Minimum Distributions (RMDs). He discusses why taxes…
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What Should You Do With a Financial Windfall?
What would you do if a sudden windfall landed in your bank account tomorrow? On this episode from this past weekend’s radio show, Jon Hicks discusses the biggest mistakes people make when receiving a bonus, inheritance, business sale payout, or other financial windfall. He explains why new money...
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Could One Bad Assumption Derail Your Retirement?
What does the collapse of Columbia House have to do with your retirement plan? In this episode, Jon Hicks explores how a single faulty assumption can create challenges, whether in business or retirement. He discusses the importance of stress-testing retirement plans against inflation, market...
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Are You Ready for the Next Market Correction?
What matters more than predicting the next market correction? Having a plan for when it arrives. From this past weekend’s radio show, Jon Hicks discusses why investors often spend too much time focusing on market forecasts and not enough time preparing for downturns. He explains the importance of...
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Why DIY Investors Often Struggle in Retirement
Saving for retirement may be the easy part, but what happens when it’s time to turn those savings into income? In this episode of the Retirement Solution Podcast, Jon Hicks discusses why many DIY investors encounter challenges as retirement approaches. The conversation covers healthcare costs,...
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Could Midterm Elections Shake Up the Markets Again?
Could the upcoming midterm elections create more market volatility than investors expect? In this episode, Jon Hicks discusses how markets often react to uncertainty surrounding election years and why retirement planning should focus on preparation rather than predictions. Using a "roof on the...
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Are Election Headlines Driving Your Retirement Decisions?
Could election headlines, rising national debt, and speculative investments distract you from what matters most in retirement planning? From this past weekend's radio show, Jon Hicks discusses how markets often react to uncertainty surrounding midterm elections, why having a plan may matter more...
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Could Tax Law Changes Be the Biggest Retirement Risk Ahead?
Could future tax changes have a bigger impact on your retirement than market volatility? In this episode, Jon Hicks discusses how evolving tax laws can affect long-term retirement planning and why proactive tax analysis remains an important part of a retirement strategy. Using a proposed New York...
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Are College Costs Putting Your Retirement at Risk?
Are you sacrificing your retirement to help pay for someone else’s future? From this past weekend’s radio show, Jon Hicks discusses the growing cost of college, the tradeoffs parents and grandparents face when helping fund education, and why retirement savings should remain a priority. He also...
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Could a Recession Early in Retirement Change Everything?
Could the first few years of retirement have a bigger impact on your financial future than decades of investing? In this episode, Jon Hicks discusses recession indicators, market uncertainty, and the concept of sequence of returns risk. He explains why market downturns early in retirement can...
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Could These Hidden Retirement Risks Matter More Than the Stock Market?
Could rising interest rates, business valuation risks, and changing tax laws have a bigger impact on your retirement than market headlines? From this past weekend’s radio show, Jon Hicks discusses how retirees and pre-retirees can navigate inflation concerns, interest rate uncertainty, and...
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Is Wall Street Wrong About Everyday Investors?
Are everyday investors smarter than Wall Street gives them credit for? On this episode, Jon Hicks explores the idea of "dumb money" versus professional investors and what it means for retirement planning. He discusses buying market dips, the risks of investing during periods of high valuations…
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What Could a Mid-Year Financial Review Reveal About Your Retirement Plan?
Could a simple mid-year review reveal risks and opportunities that could affect your retirement strategy? From this past weekend’s radio show, Jon Hicks discusses why the middle of the year may be the ideal time to revisit your financial plan. He explains how inflation, interest rates, portfolio...
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Are You Missing a Backdoor Roth Opportunity?
Could a little-known Roth strategy help high earners add more money to a tax-advantaged retirement account? In this episode, Jon Hicks breaks down the concept of the backdoor Roth IRA and explains how it works, who may benefit, and the common mistakes that can create unintended tax consequences.…
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Is Your Retirement Plan Ready for a Changing World?
What if the biggest risk to your retirement isn't market volatility, but failing to adapt to change? From this past weekend’s radio show, Jon Hicks discusses how evolving technology, artificial intelligence, and shifting market trends may affect retirement planning. He explains why critical...
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Can You Really Time the Market in Retirement?
What if trying to predict the market is the very thing putting your retirement at risk? In this episode, Jon Hicks discusses why market forecasts can be tempting but difficult to act on successfully. Learn why market timing requires getting two decisions right, how emotional reactions can impact...
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What If Retirement Happens Sooner Than Planned?
What happens if retirement arrives before you're ready? This episode from this past weekend’s radio show explores how unexpected life events, job loss, health challenges, and changing priorities can reshape retirement plans. Jon Hicks discusses real-world cases of workers forced into early...
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Are You Stuck in the “One More Year” Retirement Trap?
How many times have you told yourself, “Just one more year” before retirement? In this episode, Jon Hicks explores the “one more year syndrome” that keeps many workers from making the leap into retirement. He discusses the emotional and financial factors behind delaying retirement, the value of...
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Could Fear Be Hurting Your Retirement More Than the Market?
What if the biggest threat to your retirement isn’t the market—but the decisions you make because of fear? On this episode from this past weekend’s radio show, Jon Hicks discusses why market forecasts can be distracting, the challenges of market timing, and the importance of building a retirement...
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Could Future Tax Changes Reshape Your Retirement Plan?
Could rising taxes and changing policies have a bigger impact on your retirement strategy than you realize? Jon Hicks discusses the broader conversation around taxation, wealth preservation, and long-term financial planning, using proposed tax policies as a starting point. He explains why...
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Are These 5 Retirement Pillars Missing From Your Plan?
Are 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...
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Do You Really Want to Retire Early?
Are 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…
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The Retirement Tax Trap Few People See Coming
Could 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...
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Are You Waiting Too Long to Enjoy Your Retirement Savings?
Are 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...
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Why Do Some Retirees Seem to Have It All Figured Out?
What 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…
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Is the 401(k) Failing Retirement?
Is 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...
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Why Retirement Still Feels Stressful—Even With Millions
Why 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...
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When Waiting Costs More Than You Think
What 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...
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Why Your Next Market Reaction May Surprise You
Will 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...
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The Tax Mistakes That Could Follow You Into Retirement
Are 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...
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Roth vs. Pre-Tax: Are You Choosing the Right Strate
Should all your retirement savings go into Roth—or is that strategy missing the bigger picture? In this episode, Jon Hicks breaks down the debate between Roth and pre-tax 401(k) contributions, explaining why flexibility—not extremes—can play a key role in retirement planning. He explores how...
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Sell in May? Why This Popular Strategy Is Being Questioned
“Sell in May and go away” might sound catchy—but does it still hold up? In this episode, Jon Hicks breaks down the origins of this long-standing market saying and why its relevance is being questioned today. He explores how relying on simple investment rules can miss the bigger picture…
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The Retirement Mindset Most People Miss
Retirement isn’t just about saving—it’s about what your money can actually do next. In this episode from this past weekend’s radio show, Jon Hicks explores the shift from growing wealth to using it with purpose. He discusses why many retirees focus too narrowly on preservation, how income, taxes,...
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The First Year of Retirement Could Change Everything
What if the first year of retirement has more impact than the next 20 combined? In this episode, Jon Hicks breaks down sequence of returns risk and why early market downturns can significantly affect long-term outcomes. Using real-life examples, he explains how timing—not just performance—can…
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From Blurry to Clear: Rethinking Your Retirement Plan
What happens when retirement shifts from a blurry idea to a clear plan you can actually follow? In this episode from this past weekend’s radio show, Jon Hicks explains why retirement planning is about more than numbers—it’s about turning savings into a lifestyle. He breaks down sequence of…
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When Market Volatility Isn’t the Real Problem
When headlines scream chaos, it’s easy to assume volatility is the enemy—but that thinking can be misleading. In this episode, Jon Hicks discusses how economic shocks, rising oil prices, and nonstop news cycles affect retirement planning and investment decisions. The conversation explores why...
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Why Retirement Rules of Thumb Can Miss the Mark
What if the biggest retirement risk isn’t the market—but oversimplified assumptions about spending? In this episode, Jon Hicks challenges common retirement “rules of thumb” and explains why averages and generic withdrawal strategies often overlook what retirement really costs. The conversation...
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Why Roth Conversions Are Everywhere—And Why Context Matters
Roth conversions are everywhere right now—but few people slow down to ask why. In this episode, financial advisor Jon Hicks takes a step back to unpack what’s driving the Roth conversation and why tax structure, government debt, and long‑term planning are shaping the discussion. Jon walks through...
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When Headlines Create Fear: How Emotions Influence Retirement Decisions
When headlines are loud and uncertainty feels constant, how do you avoid letting fear drive financial decisions? In this episode from this past weekend’s radio show, Jon Hicks discusses how market volatility, global conflict, and emotional reactions can quietly influence choices as retirement...
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The Day That Changed Everything | A Conversation with Veteran Shilo Harris
A chance meeting at the Country Radio Seminar led to a powerful conversation. In this episode, Jon Hicks sits down with retired Army veteran Shilo Harris, who shares the day his vehicle was struck by an IED in Iraq and the long road that followed. Shilo reflects on why he joined the military…
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Why Retirement Spending Plans Fail So Often
Most retirees think the hard part is saving—but the real challenge starts when it’s time to spend. In this episode, Jon Hicks breaks down why so many retirement spending plans fall apart in the first few years and how early missteps can ripple through the rest of retirement. The conversation...
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The Hidden Tax Problem Facing “Paper Millionaires”
You 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...
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Singles, Doubles, and Knowing When Enough Is Enough
What 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...
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Why the First Year of Retirement Matters So Much
The 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...
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ABOUT THIS SHOW
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.
HOSTED BY
Jon Hicks
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Frequently Asked Questions
How many episodes does The Retirement Solution have?
The Retirement Solution currently has 401 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Retirement Solution about?
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...
How often does The Retirement Solution release new episodes?
The Retirement Solution publishes regularly with 401 episodes available. Check the episode list for the typical release schedule.
Where can I listen to The Retirement Solution?
You can listen to The Retirement Solution on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Retirement Solution?
The Retirement Solution is created and hosted by Jon Hicks.
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