Turning 70 – Don’t Miss These 3 Retirement Planning Moves

Think retirement planning ends once you reach your 70s? Think again. In this episode of the Retirement Solution Podcast, Jon Hicks discusses key financial moves retirees should consider after age 70, including qualified charitable distributions (QCDs), Roth conversions before required minimum distr…

Scared of the Market? Here's the Question Most Retirees Aren't Asking

What if the biggest threat to your retirement plan isn't the market, but the decisions you make when fear takes over? In this episode from this past weekend's radio show, Jon Hicks discusses investor anxiety despite strong markets, strategies for managing risk, the importance of tax-smart planning,…

When Stocks Look Too Expensive, What Should Investors Do?

What do you do when stocks look expensive, bonds seem less appealing, and cash is sitting on the sidelines? In this episode, Jon Hicks explores the challenge investors face in today’s market environment and discusses alternative strategies that may balance growth opportunities with risk management.…

Are Hidden Retirement Costs Draining Your Future Income?

Could inflation, taxes, and missed retirement opportunities be quietly costing you more than you realize? In this episode fromthis past weekend’s radio show, Jon Hicks discusses how rising interest rates and inflation can affect retirement income, why age 70 can unlock important planning opportunit…

The Retirement Tax Trap Most People Don't See Coming

Could a simple retirement withdrawal trigger a chain reaction of taxes you never expected? In this episode, Jon Hicks explains how retirement income decisions can affect Social Security taxation, Medicare premiums, capital gains, and Required Minimum Distributions (RMDs). He discusses why taxes can…

What Should You Do With a Financial Windfall?

What would you do if a sudden windfall landed in your bank account tomorrow? On this episode from this past weekend’s radio show, Jon Hicks discusses the biggest mistakes people make when receiving a bonus, inheritance, business sale payout, or other financial windfall. He explains why new money sh…

Could One Bad Assumption Derail Your Retirement?

What does the collapse of Columbia House have to do with your retirement plan? In this episode, Jon Hicks explores how a single faulty assumption can create challenges, whether in business or retirement. He discusses the importance of stress-testing retirement plans against inflation, market downtu…

Are You Ready for the Next Market Correction?

What matters more than predicting the next market correction? Having a plan for when it arrives. From this past weekend’s radio show, Jon Hicks discusses why investors often spend too much time focusing on market forecasts and not enough time preparing for downturns. He explains the importance of i…

Why DIY Investors Often Struggle in Retirement

Saving for retirement may be the easy part, but what happens when it’s time to turn those savings into income? In this episode of the Retirement Solution Podcast, Jon Hicks discusses why many DIY investors encounter challenges as retirement approaches. The conversation covers healthcare costs, Soci…

Could Midterm Elections Shake Up the Markets Again?

Could the upcoming midterm elections create more market volatility than investors expect? In this episode, Jon Hicks discusses how markets often react to uncertainty surrounding election years and why retirement planning should focus on preparation rather than predictions. Using a "roof on the hous…