Think taxes end with April 15th? Think again. In this episode, Jon Hicks unpacks the difference between tax prep and tax planning—especially in retirement. He breaks down the latest updates from the OBBA (One Big Beautiful Bill Act), how Social Security taxation has evolved, and why most retirees face more complex tax situations than they expect. From income stream strategy to lifetime tax reduction, this episode explores how smart planning can help you keep more of what you’ve saved.
Schedule your complimentary appointment today: RetirementSolutionShow.com

The First Year of Retirement Could Change Everything
12:23

From Blurry to Clear: Rethinking Your Retirement Plan
48:34

When Market Volatility Isn’t the Real Problem
11:31