What Financial Opportunities Disappear After December 31st?

Could a few financial moves before December 31st have a bigger impact than you realize? In this episode, Jon Hicks discusses year-end retirement planning opportunities, including maximizing 401(k) contributions, catch-up contributions, Roth accounts, Roth conversions, and capital gains strategies. …

Are These Retirement Rules Costing You More Than You Think?

Are the retirement rules you've followed for years quietly steering you in the wrong direction? In this episode, Jon Hicks examines several long-standing retirement rules of thumb, including the 4% rule, the belief that your home is your retirement plan, and the idea that the market always comes ba…

Will Your IRA Help Your Heirs or Create New Challenges?

Could the inheritance you leave behind create tax headaches your family never expected? In this episode, Jon Hicks explores how inherited IRA rules have changed under the SECURE Act and what that could mean for children and grandchildren who inherit retirement accounts. He discusses the role of tru…

Have You Saved Too Much for Retirement?

Could your biggest retirement challenge be the success you've already achieved? In this episode from this past weekend’s radio show, Jon Hicks discusses how market uncertainty, rising account balances, and large tax-deferred retirement accounts can create unexpected decisions in retirement. He expl…

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…