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The Retirement Milestone Map: What to Do at Every Key Age

Published Jun 17, 2025, 8:00 AM

What happens at age 59½ that could change your retirement strategy? Financial advisor Jon Hicks breaks down the key age milestones that shape your retirement decisions—from in-service withdrawals and Social Security timing to Medicare enrollment and required minimum distributions. Learn how each age unlocks new financial choices and why getting a second opinion might be worth it. Whether you're DIY-ing your plan or working with an advisor, this episode helps you think through the critical checkpoints on your retirement timeline.

 

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The Retirement Solution

The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide 
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