Want to know how wealthy retirees keep more of their money? Jon Hicks reveals the tax strategies, bracket bumping, and investment moves that millionaires use to grow and protect their wealth in retirement. Learn about Roth conversions, tax gain harvesting, RMD planning, and new ways to defer taxes on business sales—all explained in clear, actionable language

 

Schedule your complimentary appointment today:RetirementSolutionShow.com

 

Follow us on social media:YouTube | Facebook | LinkedIn

Want to know how wealthy retirees keep more of their money? Jon Hicks reveals the tax strategies, bracket bumping, and investment moves that millionaires use to grow and protect their wealth in retirement. Learn about Roth conversions, tax gain harvesting, RMD planning, and new ways to defer taxes on business sales&mdash;all explained in clear, actionable language
&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 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

Retire Richer: Tax Moves the Wealthy Don’t Want You to Miss

Some retirement opportunities don’t come back once the window closes. In this episode, Jon Hicks breaks down the age‑based moments that quietly shape retirement outcomes, starting as early as 50 and extending into your seventies. The discussion covers catch‑up contributions, penalty‑free access rules, control over retirement accounts, Medicare timing, and required distributions. Using real‑world examples, the conversation highlights how missed timing—not market performance—often creates avoidable complications. A practical look at why retirement planning is as much about when decisions are made as what decisions are made.

 

Schedule your complimentary appointment today:RetirementSolutionShow.com

 

Follow us on social media:YouTube | Facebook | LinkedIn

Some retirement opportunities don&rsquo;t come back once the window closes. In this episode, Jon Hicks breaks down the age‑based moments that quietly shape retirement outcomes, starting as early as 50 and extending into your seventies. The discussion covers catch‑up contributions, penalty‑free access rules, control over retirement accounts, Medicare timing, and required distributions. Using real‑world examples, the conversation highlights how missed timing&mdash;not market performance&mdash;often creates avoidable complications. A practical look at why retirement planning is as much about when decisions are made as what decisions are made.
&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 Windows You Can’t Reopen

Most people aren’t worried about dying—they’re worried about running out of money. From this past weekend’s radio show, Jon Hicks challenges the fear‑driven retirement messaging that keeps savers uneasy, even with significant assets. The discussion breaks down why a 401(k) statement isn’t a plan, how monthly income matters more than lump sums, and why confidence comes from strategy, not market headlines. The episode also explores key age‑based windows and tax decisions that shape retirement outcomes long before the final paycheck.

Schedule your complimentary appointment today:RetirementSolutionShow.com

 

Follow us on social media:YouTube | Facebook | LinkedIn

Most people aren&rsquo;t worried about dying&mdash;they&rsquo;re worried about running out of money. From this past weekend&rsquo;s radio show, Jon Hicks challenges the fear‑driven retirement messaging that keeps savers uneasy, even with significant assets. The discussion breaks down why a 401(k) statement isn&rsquo;t a plan, how monthly income matters more than lump sums, and why confidence comes from strategy, not market headlines. The episode also explores key age‑based windows and tax decisions that shape retirement outcomes long before the final paycheck.
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>

Why Running Out of Money Scares People More Than Death

Markets don’t move in a vacuum—and sometimes a single headline can change everything. In this episode of The Retirement Solution, financial advisor Jon Hicks explores political risk and how government actions, public statements, and unexpected headlines can ripple through the markets. The conversation looks at how political uncertainty intersects with investing, why volatility can increase when policy shifts dominate the news cycle, and how stress‑testing assumptions can reveal hidden vulnerabilities in a portfolio. It’s a timely discussion about understanding external forces that investors can’t control—and how awareness of those forces fits into retirement planning decisions.

 

Schedule your complimentary appointment today:RetirementSolutionShow.com

 

Follow us on social media:YouTube | Facebook | LinkedIn

Markets don&rsquo;t move in a vacuum&mdash;and sometimes a single headline can change everything. In this episode of The Retirement Solution, financial advisor Jon Hicks explores political risk and how government actions, public statements, and unexpected headlines can ripple through the markets. The conversation looks at how political uncertainty intersects with investing, why volatility can increase when policy shifts dominate the news cycle, and how stress‑testing assumptions can reveal hidden vulnerabilities in a portfolio. It&rsquo;s a timely discussion about understanding external forces that investors can&rsquo;t control&mdash;and how awareness of those forces fits into retirement planning decisions.
&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>

Retire Richer: Tax Moves the Wealthy Don’t Want You to Miss

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