Jon explains why you should be concerned about RMD’s, and how the recent passing of Elvis’ daughter, Lisa Marie, highlights the importance of a proper wealth transfer and legacy plan. Connect at RetirementSolutionRadio.com.

Jon explains why you should be concerned about RMD’s, and how the recent passing of Elvis’ daughter, Lisa Marie, highlights the importance of a proper wealth transfer and legacy plan. Connect at <a href="https://retirementsolutionradio.com/">RetirementSolutionRadio.com</a>.

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.

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 <a href="https://bit.ly/3FfCBVy">J Hagan Capital</a> or on social: <a href="https://bit.ly/48MRVGD">Facebook</a>, <a href="https://bit.ly/3Fged5S">Instagram</a>, <a href="https://bit.ly/46q33HX">LinkedIn</a> and <a href="https://bit.ly/3tmoJG4">YouTube</a>.

The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning.

The Retirement Solution

Jon explains why you should be concerned about RMD’s, and how the recent passing of Elvis’ daughter, Lisa Marie, highlights the importance of a proper wealth transfer and legacy plan. Connect at .

Don’t Leave A Legacy, Leave A TAX EFFICIENT Legacy

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 property tax as an example, John explores how government policies can change over time and what retirees should consider when evaluating tax-deferred accounts, legacy goals, and future income needs. The conversation focuses on the value of planning ahead and staying adaptable as tax rules and financial circumstances evolve.

 

Schedule your complimentary appointment today:RetirementSolutionShow.com

 

Follow us on social media:YouTube | Facebook | LinkedIn

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 property tax as an example, John explores how government policies can change over time and what retirees should consider when evaluating tax-deferred accounts, legacy goals, and future income needs. The conversation focuses on the value of planning ahead and staying adaptable as tax rules and financial circumstances evolve.
&nbsp;
Schedule your complimentary appointment today: <a href="https://jhagancapital.com/media/">RetirementSolutionShow.com</a>
&nbsp;
Follow us on social media: <a href="https://www.youtube.com/@J.HaganCapital/videos">YouTube</a> | <a href="https://www.facebook.com/JHaganCapital/">Facebook</a> | <a href="https://www.linkedin.com/company/j-hagan-capital">LinkedIn</a>

Could Tax Law Changes Be the Biggest Retirement Risk Ahead?

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 explores the rise of Roth accounts among younger investors, strategies retirees may evaluate when considering Roth conversions, and why simplicity can be an important part of a retirement plan. Plus, Jon breaks down five key areas that can help shape a more coordinated retirement strategy.

Schedule your complimentary appointment today:RetirementSolutionShow.com

 

Follow us on social media:YouTube | Facebook | LinkedIn

Are you sacrificing your retirement to help pay for someone else&rsquo;s future? From this past weekend&rsquo;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 explores the rise of Roth accounts among younger investors, strategies retirees may evaluate when considering Roth conversions, and why simplicity can be an important part of a retirement plan. Plus, Jon breaks down five key areas that can help shape a more coordinated retirement strategy.
Schedule your complimentary appointment today: <a href="https://jhagancapital.com/media/">RetirementSolutionShow.com</a>
&nbsp;
Follow us on social media: <a href="https://www.youtube.com/@J.HaganCapital/videos">YouTube</a> | <a href="https://www.facebook.com/JHaganCapital/">Facebook</a> | <a href="https://www.linkedin.com/company/j-hagan-capital">LinkedIn</a>

Are College Costs Putting Your Retirement at Risk?

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 affect income strategies differently than they do during the accumulation years, and why retirement planning extends beyond investment performance alone. The conversation also explores income planning, portfolio structure, tax diversification, and the importance of preparing for different market environments as retirement approaches.

 

Schedule your complimentary appointment today:RetirementSolutionShow.com

 

Follow us on social media:YouTube | Facebook | LinkedIn

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 affect income strategies differently than they do during the accumulation years, and why retirement planning extends beyond investment performance alone. The conversation also explores income planning, portfolio structure, tax diversification, and the importance of preparing for different market environments as retirement approaches.
&nbsp;
Schedule your complimentary appointment today: <a href="https://jhagancapital.com/media/">RetirementSolutionShow.com</a>
&nbsp;
Follow us on social media: <a href="https://www.youtube.com/@J.HaganCapital/videos">YouTube</a> | <a href="https://www.facebook.com/JHaganCapital/">Facebook</a> | <a href="https://www.linkedin.com/company/j-hagan-capital">LinkedIn</a>

Don’t Leave A Legacy, Leave A TAX EFFICIENT Legacy

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