The bear market has many financial guru’s suggesting Roth conversions on your pre-tax assets. Jon points out the critical math you need to do, first. Thinking about a rollover? Visit RetirementSolutionRadio.com.

The bear market has many financial guru’s suggesting Roth conversions on your pre-tax assets. Jon points out the critical math you need to do, first. Thinking about a rollover? Visit <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

The bear market has many financial guru’s suggesting Roth conversions on your pre-tax assets. Jon points out the critical math you need to do, first. Thinking about a rollover? Visit .

How A Roth Conversion Could Hurt You

Could taxes be the biggest expense in your retirement without you realizing it? Jon Hicks explains how the way your money is positioned—not just how much you’ve saved—can shape your retirement income. He breaks down the three tax buckets—taxable, tax-deferred, and tax-free—and why balancing them matters over time. The conversation also highlights how income goals, spending habits, and legacy planning can influence tax strategies. If you’ve focused mainly on saving, this episode explores how tax planning may play a role in what you keep.

 

Schedule your complimentary appointment today:RetirementSolutionShow.com

 

Follow us on social media:YouTube | Facebook | LinkedIn

Could taxes be the biggest expense in your retirement without you realizing it? Jon Hicks explains how the way your money is positioned&mdash;not just how much you&rsquo;ve saved&mdash;can shape your retirement income. He breaks down the three tax buckets&mdash;taxable, tax-deferred, and tax-free&mdash;and why balancing them matters over time. The conversation also highlights how income goals, spending habits, and legacy planning can influence tax strategies. If you&rsquo;ve focused mainly on saving, this episode explores how tax planning may play a role in what you keep.
&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>

The Retirement Tax Trap Few People See Coming

Are you overlooking the freedom your retirement savings could already provide? From this past weekend’s radio show, Jon Hicks explores how a well-designed plan can help define when and how to spend in retirement. The conversation covers “guardrails” for spending, balancing splurges with long-term income, and how emotions and headlines can influence investment decisions. John also breaks down tax diversification, market risk near retirement, and the “one more year” mindset that can delay important life choices—highlighting how clarity around your numbers may shift the conversation.

Schedule your complimentary appointment today:RetirementSolutionShow.com

 

Follow us on social media:YouTube | Facebook | LinkedIn

Are you overlooking the freedom your retirement savings could already provide? From this past weekend&rsquo;s radio show, Jon Hicks explores how a well-designed plan can help define when and how to spend in retirement. The conversation covers &ldquo;guardrails&rdquo; for spending, balancing splurges with long-term income, and how emotions and headlines can influence investment decisions. John also breaks down tax diversification, market risk near retirement, and the &ldquo;one more year&rdquo; mindset that can delay important life choices&mdash;highlighting how clarity around your numbers may shift the conversation.
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 You Waiting Too Long to Enjoy Your Retirement Savings?

What do people who thrive in retirement do differently? Jon Hicks breaks down four key financial behaviors often seen in those enjoying retirement—from saving aggressively and building income streams to managing risk and planning for unexpected expenses. He also explores the importance of defining “enough,” reducing financial stress, and creating a strategy that supports lifestyle needs over time. From tax planning to healthcare considerations, this episode highlights how multiple factors work together in shaping a retirement plan.

 

Schedule your complimentary appointment today:RetirementSolutionShow.com

 

Follow us on social media:YouTube | Facebook | LinkedIn

What do people who thrive in retirement do differently? Jon Hicks breaks down four key financial behaviors often seen in those enjoying retirement&mdash;from saving aggressively and building income streams to managing risk and planning for unexpected expenses. He also explores the importance of defining &ldquo;enough,&rdquo; reducing financial stress, and creating a strategy that supports lifestyle needs over time. From tax planning to healthcare considerations, this episode highlights how multiple factors work together in shaping a retirement plan.
&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>

How A Roth Conversion Could Hurt You

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