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 retirement income planning. He also explores challenges facing small business owners preparing for an eventual exit, including business valuation, diversification strategies, and succession planning. The conversation wraps up with a look at tax planning considerations and why staying flexible may be important as tax rules and regulations continue to evolve.
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Could a Recession Early in Retirement Change Everything?
12:14

Is Wall Street Wrong About Everyday Investors?
13:32

What Could a Mid-Year Financial Review Reveal About Your Retirement Plan?
34:23