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.

 

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Think taxes end with April 15th? Think again. In this episode, Jon Hicks unpacks the difference between tax prep and tax planning&mdash;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&rsquo;ve saved.
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Schedule your complimentary appointment today: <a href="https://jhagancapital.com/media/">RetirementSolutionShow.com</a>
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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 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.