The Retirement Solution
The Retirement Solution
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 i…Follow the podcast:
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 shape…
12:23Clean
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 returns …
48:34Clean
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 volat…
11:31Clean
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 brea…
12:44Clean
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 h…
13:02Clean
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 appro…
46:54Clean
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 later …
07:05Clean
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 explor…
12:52Clean
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 “…
11:57Clean
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 eno…
43:23Clean