The Tax Trap Many Successful Retirees Never See Coming

What if the biggest tax challenges in retirement come after you’ve already saved successfully? Jon Hicks breaks down why RMDs, tax‑deferred growth, and shifting tax brackets can catch retirees off‑guard — and how understanding strategy, not last‑minute fixes, shapes better long‑term outcomes. From …

Why 2026 Has Retirees Worried — and Advisors Asking New Questions

What if the biggest risk to your retirement isn’t the market at all, but the plan you don’t have? In this episode from this past weekend’s radio show, Jon Hicks breaks down why retirees and pre‑retirees are viewing 2026 so differently from financial advisors, and what stress‑testing your portfolio …

Are You Ready for a Volatile 2026?

What happens when nonstop headlines collide with your retirement plan? Jon Hicks breaks down the noise and explains how to navigate a year filled with predictions, volatility, and economic uncertainty. From stress‑testing your portfolio to preparing for inflation, he shares practical ways retirees …

The Tax Changes No One’s Talking About—but You Should Be

This episode opens with a striking look at why 2026 may be the year to take action on your financial future. Pulled from this past weekend’s radio show, Jon Hicks breaks down the newest tax changes, catch‑up contribution rules, and strategies for building “forever assets” that can help support your…

Could One Dollar Destroy Your Tax Plan?

What if one extra dollar of income could cost you thousands in retirement? Jon Hicks breaks down how tax brackets, deductions, Medicare surcharges, and Roth rules create “tax cliffs” that can dramatically impact retirees. He explains why managing where your income comes from may matter more than ho…

Why Saving Like a Pessimist Could Change Everything

What if the secret to a stronger financial future starts with thinking like both a pessimist and an optimist? In this past weekend’s radio show, Jon Hicks breaks down why balancing caution with confidence may shape the way you save, invest, and plan for the years ahead. From inflation and healthcar…

Why Your Roth Conversion Feels Like a Treadmill—and Why That Matters

Feeling like your Roth conversions aren’t keeping up with a soaring market? Jon Hicks breaks down why “treadmill” moments can actually signal that your strategy is working. From tax‑bracket thresholds to asset‑selection decisions, he explains how conversions fit into a bigger conversation about ris…

Three Numbers That Could Make or Break Your Retirement

What if the biggest retirement mistake happens after you stop working? In this episode, Jon Hicks breaks down why many retirees struggle—not from lack of savings, but from not knowing how to turn those savings into sustainable income. He explores the “descent down the mountain,” outlining the three…

What 1929 Can Still Teach Today’s Investors

A warning from financial history sets the stage as Jon Hicks dives into what today’s AI‑driven market surge may really mean. In this episode from this past weekend’s radio show, Jon breaks down why comparisons to 1929 are resurfacing, how interest rates shaped 2022’s downturn, and why the frenzy ar…

Is Your Retirement Plan Out of Style?

Is your retirement income plan stuck in the past? Jon Hicks explores why outdated financial strategies can cost you more in taxes and missed opportunities. Discover how evolving investment options, personalized planning, and smart tax moves can help you keep more of what you’ve earned and adapt to …