FOMO Isn’t Just for Gen Z: How It Wrecks Retirement Plans

Think FOMO is just for the young? Think again. Financial advisor Jon Hicks reveals how fear of missing out can sabotage even the savviest investors—at any age. From concert tickets to cryptocurrency, this episode unpacks the emotional traps that drive risky decisions and explains why your financial…

Are You Afraid to Spend in Retirement? Break Free from Spendophobia!

Are you haunted by the fear of spending your hard-earned retirement savings? Discover why “spendophobia” grips nearly half of American retirees and how to break free from the anxiety of outliving your money. Financial advisor Jon Hicks reveals practical steps to shift from saver to confident spende…

The Louvre Heist & Your Retirement: Are You Protected?

What can a daring heist at the Louvre teach you about protecting your retirement? This past weekend's radio show unpacks the “spendophobia” gripping nearly half of American retirees—the fear of spending hard-earned savings. Discover how outdated safety nets, market volatility, and tax surprises can…

Roth Conversions: Timing Is Everything for Your Retirement Taxes

Are you prepared for the tax surprises waiting in retirement? Financial advisor Jon Hicks unpacks the complexities of Roth conversions, required minimum distributions, and strategies for managing your tax burden as you approach age 73. Learn how timing, income streams, and evolving tax laws can imp…

Layoffs, Taxes & Turkeys: Navigating Retirement’s Toughest Season

What happens when layoffs, taxes, and retirement collide? This past weekend’s radio show tackles the reality of unexpected job loss near retirement, the pitfalls of panic decisions, and why evolving your financial “recipe” is essential. Host Jon Hicks breaks down strategies for Social Security, Rot…

Are You Ready to Bet on Yourself in Retirement?

What does it really mean to “bet on yourself” in retirement? This episode explores how taking ownership of your financial future—like Sarah Blakely did with Spanx—can lead to true independence. Jon Hicks breaks down why control over income, taxes, and decision-making matters more than chasing marke…

The Income Puzzle: Why More Streams Mean More Freedom

What if your retirement plan is missing the most important piece? This past weekend’s radio show dives into the “income puzzle” of retirement—why having multiple income streams matters more than the size of your nest egg, and how to protect your future from market swings, inflation, and rising taxe…

Is It Time to Fire Your Financial Advisor?

Is your financial advisor really preparing you for retirement’s big game—or just getting you to the playoffs? Jon Hicks explores the warning signs that it may be time to switch advisors, from costly mutual funds and missing income plans to overlooked tax strategies. Learn what questions to ask and …

Retirement Planning: Why One Size Never Fits All

What’s the one thing most people miss when planning for retirement? This past weekend’s radio show dives into why every retirement strategy should be as unique as you are. Jon Hicks explores the “jazz” of financial planning, the pitfalls of cookie-cutter advice, and how to build flexibility into yo…

Unstuck Your Money: Four Moves to Free Your Retirement

Is your money stuck in old accounts, forgotten 401(k)s, or inefficient investments? Financial advisor Jon Hicks reveals four essential strategies for freeing up your retirement savings. Learn how to organize your financial “junk drawer,” avoid costly mistakes, and take control of your future by mak…