The Retirement Solution

By Jon Hicks

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Category: Investing

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Episodes: 324

Description

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.


Episode Date
Beyond April 15th: The Power of Tax Planning for Retirees
Dec 09, 2025
FOMO Isn’t Just for Gen Z: How It Wrecks Retirement Plans
Dec 02, 2025
Are You Afraid to Spend in Retirement? Break Free from Spendophobia!
Nov 25, 2025
The Louvre Heist & Your Retirement: Are You Protected?
Nov 23, 2025
Roth Conversions: Timing Is Everything for Your Retirement Taxes
Nov 18, 2025
Layoffs, Taxes & Turkeys: Navigating Retirement’s Toughest Season
Nov 16, 2025
Are You Ready to Bet on Yourself in Retirement?
Nov 11, 2025
The Income Puzzle: Why More Streams Mean More Freedom
Nov 09, 2025
Is It Time to Fire Your Financial Advisor?
Nov 04, 2025
Retirement Planning: Why One Size Never Fits All
Nov 02, 2025
Unstuck Your Money: Four Moves to Free Your Retirement
Oct 28, 2025
Holiday Spending Shock | The RMD Tax Time Bomb | Unsticking Your 401k
Oct 26, 2025
Chasing Retirement Income: Are You Running in Circles?
Oct 21, 2025
Trusts & Inheritance Lessons | Longevity and Withdrawal Strategies | Decluttering Your Retirement Plan
Oct 19, 2025
401k Shake-Up: What You Need to Know for 2026
Oct 14, 2025
Retirement Complexity Exposed | New 401k Rules & Alternative Investments | Income Diversification & Real-Life Lessons
Oct 12, 2025
Three Retirement Rules You Should Rethink Right Now
Oct 07, 2025
RG3’s Tax Shock: Retirement Savings & Government Take | Outdated Retirement Rules That Could Cost You | Stress Testing Your Retirement Plan for Real-Life Curveballs
Oct 05, 2025
Retirement Risk: When Should You Start Scaling Back?
Sep 30, 2025
Retirement Myths: Are You Chasing the Wrong Number?
Sep 28, 2025
Retirement Roadblock: Why Are We Afraid to Spend?
Sep 23, 2025
Retirement Longevity: Will Your Money Survive the Next 30 Years?
Sep 16, 2025
Retire Richer: Tax Moves the Wealthy Don’t Want You to Miss
Sep 09, 2025
Three Talks Every Couple Needs Before 65
Sep 02, 2025
The Retirement Trap: Why One More Year Could Cost You Everything
Aug 26, 2025
Is Your 401(k) Ripping You Off?
Aug 19, 2025
Is Your 401k About to Get Risky?
Aug 12, 2025
Should You Work One More Year?
Aug 05, 2025
OBBA, Social Security & the Retirement Tax Shift
Jul 29, 2025
The Bond Market Wake-Up Call for Retirees
Jul 22, 2025
The Penny Problem: What Else in Your Portfolio Doesn’t Add Up?
Jul 15, 2025
Buy the Dip, But With a Tax Twist
Jul 08, 2025
The 3-Bucket Plan That Could Save Your Retirement
Jul 01, 2025
Retirement Isn’t a Vacation—Plan Like It Matters
Jun 24, 2025
The Retirement Milestone Map: What to Do at Every Key Age
Jun 17, 2025
The Role of Financial Coaches
Jun 10, 2025
Warren Buffett’s Timeless Rules Meet Modern Retirement Challenges
Jun 03, 2025
What Happens to Your Wealth When You’re Gone? Lessons from Celebrities
May 27, 2025
Are You Prepared for Retirement During a Recession?
May 20, 2025
Are You Positioned Well for Retirement?
May 13, 2025
Is Your Retirement Plan Built on Outdated Rules?
May 06, 2025
Retirement Readiness: Are You Really Prepared?
Apr 29, 2025
Retirement Simplified: The 3 Bucket Strategy
Apr 22, 2025
Can You Bulletproof Your Portfolio During Trump’s Trade War?
Apr 15, 2025
Remove Target Date Funds From Your Retirement Portfolio
Apr 08, 2025
Forced Retirement Amid Layoffs: Turning Uncertainty into Opportunity
Apr 01, 2025
Stagflation? Recession? Strategies For Protecting Income Streams in Retirement
Mar 25, 2025
How Market Risks Impact Your Retirement | Navigating Economic Uncertainty
Mar 18, 2025
Tariffs and Market Unpredictability | Are We in a “Soft” Recession?
Mar 11, 2025
Is Your 401k Ready for Retirement? | Diversify Beyond the S&P 500
Mar 04, 2025
How to Thrive in a High-Interest Rate Environment | The Fed is “On Hold”
Feb 25, 2025
Are Your Retirement Assumptions Putting You at Risk?
Feb 18, 2025
Is Your Retirement Safe From AI’s Market Volatility?
Feb 11, 2025
The Fed Paused Interest Rates: Should You Prioritize Growth or Security?
Feb 04, 2025
Avoiding Tax Traps in Retirement Planning
Jan 28, 2025
How Can You Safeguard Your Retirement in a Volatile Market?
Jan 21, 2025
Embracing Market Volatility: Don’t Try to Time the Market
Jan 14, 2025
Will The Bullrun Continue in 2025?
Jan 07, 2025
Ignore the 4% Rule in Retirement: Focus on This Instead
Dec 24, 2024
How to Make a Lasting Impact in Your Retirement
Dec 17, 2024
Protecting Your Nest Egg: Smart Strategies For Tax Efficiency
Dec 10, 2024
The Secure Act 2.0 is Bringing Changes to Your 401(k) in 2025
Dec 03, 2024
Being Financially Prepared for Trump’s Second Term
Nov 26, 2024
Is Retiring Early Right For You?
Nov 19, 2024
The Reason Why Legacy & Estate Planning Matters
Nov 12, 2024
Protecting Your Life Savings in Retirement
Nov 05, 2024
Mastering Tax Strategies for Retirement
Oct 29, 2024
Gold Bars From Costco: A Modern Investment Strategy?
Oct 22, 2024
Finding Purpose in Retirement Beyond Work
Oct 15, 2024
Tax Strategies for a Secure Retirement
Oct 08, 2024
Opportunities Amidst Interest Rate Cuts and Inflation
Oct 01, 2024
Navigating Your Retirement and Financial Future
Sep 24, 2024
Understanding Tax Loss Harvesting & Capital Gains Harvesting
Sep 17, 2024
The Irony of IRS Employees Failing to Pay Taxes
Sep 10, 2024
Avoiding Mistakes with 401(k) Funds
Sep 03, 2024
The Impact of the Magnificent Seven Stocks
Aug 27, 2024
Preparing for Market Volatility and Recessions
Aug 20, 2024
The Impact of the Fed Cutting Interest Rates
Aug 13, 2024
Sustaining Your Retirement Plan
Aug 06, 2024
The Potential For A Market Downturn
Jul 30, 2024
Decades Of A Good Time: The Goal For Retirement
Jul 23, 2024
Managing Risk In Retirement
Jul 16, 2024
Long-term Care And Estate Planning In Retirement
Jul 02, 2024
The Five Pillars Of Retirement Planning
Jun 25, 2024
Over Planning For Retirement And Strategies For Reducing Taxes
Jun 18, 2024
Impact Of Tax Rates On Retirement Savings
Jun 11, 2024
Strategies For Retirement Income Streams
Jun 04, 2024
Wall Street’s Concerns About Government Spending
May 28, 2024
Murray Bros. Interview From The Caddyshack Charity Golf Tournament
May 23, 2024
The Five Commandments Of Retirement
May 21, 2024
Don’t Fear About Running Out Of Money In Retirement
May 14, 2024
What If The Fed Doesn't Cut Interest Rates This Year?
Apr 30, 2024
Inverted Yield Curve: Is A Recession Coming?
Apr 23, 2024
The Dangers Of Cutting Interests Rates Too Early
Apr 16, 2024
Dreaming For The Retirement You Really Want
Apr 02, 2024
Tax Bracket Myths In Retirement
Mar 26, 2024
The Limitations Of The Four Percent Rule In Retirement
Mar 19, 2024
Interview with Lainey Wilson
Mar 15, 2024
Don't Let The Next Recession Ruin Your Retirement
Mar 12, 2024
Retirement Tax Trap: Don’t Make A Million Dollar Mistake
Feb 27, 2024
Hidden Fees Could Crush Your Retirement Dreams
Feb 20, 2024
Don't Stress the $5 Million Myth, Focus On Retirement Income Strategies Instead
Feb 13, 2024
Escape Tax Prison (Without Moving!): Strategies To Help Slash Retirement Taxes
Feb 06, 2024
Small Business Exit Strategies: Are You Ready to Retire
Jan 30, 2024
You’re Finally Making Money on Bonds and CDs- Now, Prepare to Pay Taxes
Jan 23, 2024
A “No Mulligan” Retirement Plan
Jan 16, 2024
Strategies For A “Tax-Smart” Retirement
Jan 09, 2024
Navigating Financial Horizons: Decoding Interest Rates & Market Realities
Dec 26, 2023
Strategic Financial Moves for Year-End Wealth Building
Dec 19, 2023
Decoding Healthcare Costs in Retirement
Dec 12, 2023
The Dangers of Blanket Advice: Can You REALLY Afford an 8% Withdrawal Rate IN Retirement
Dec 05, 2023
Navigating Inflation: Defending Your Retirement Income in Uncertain Times
Nov 28, 2023
What’s Monopoly Got To Do With It? - Strategies To Increase Retirement Success
Nov 21, 2023
Navigating “Funflation”: Strategies for a Fulfilling Retirement
Nov 14, 2023
Interview with David Foster and Katharine McPhee
Nov 09, 2023
What Does The Inverted Yield Curve Mean For Your Retirement Portfolio
Nov 07, 2023
If Target Date Funds (TDF's) Had Never Been Invented, Would Retirement Investors Be Better Off
Oct 31, 2023
Ticking Tax Time Bomb: Strategies That May Reduce Your Taxes in Retirement
Oct 24, 2023
How Can RMDs Create Opportunities In Your Retirement Plan
Oct 17, 2023
Don't Wait To Retire: Lessons From My Father
Oct 10, 2023
Looking At Retirement Investments Through A University Endowment Lens
Oct 03, 2023
Looking At Retirement Investments Through A University Endowment Lens
Sep 26, 2023
Are The Market And Economy No Longer Connected? Changing Your View On Stocks For Retirement
Sep 19, 2023
Are Phantom Income Taxes Haunting Your Retirement Plan
Sep 12, 2023
Intuition vs. Strategy in Retirement Planning
Sep 05, 2023
Junk Fees Are Everywhere, But May Be Hitting Your 401(k) Hardest
Aug 29, 2023
Should You Max Out Your 401(k): Navigating the Complexities of Retirement Savings Accounts
Aug 21, 2023
Avoiding Retirement Assumptions: Expert Tips for Secure Financial Futures
Aug 14, 2023
Jon and Gary LeVox talk “family financial lessons,” plus planning for long-term care
Aug 07, 2023
Jon Hicks Interviews Gary LeVox
Aug 05, 2023
Taylor Swift will likely work a long time; You may do the same but for different reasons
Jul 31, 2023
Many investors 55 and up are putting most of their nest egg in the market, which could backfire
Jul 24, 2023
What if the recent big market rally is followed by a big collapse?
Jul 17, 2023
Are you paying the least amount in taxes that you’re legally required to pay?
Jul 10, 2023
Current High Interest Rates Have Actually Created New Investment Options, Take Full Advantage For Your Retirement Income Plan
Jun 26, 2023
You Should NOT Need To Be Talked Into Enjoying Your Retirement Money
Jun 19, 2023
It’ll Take More Than A Few Wipes To Get The “Dirt” Out Of Your Retirement Savings Plan
Jun 12, 2023
Would You Clean Prison Toilets In Exchange For Never Having To Pay Taxes Again
Jun 05, 2023
Cash WAS Trash, But Is It Now Better Than Stocks Or Bonds? Keeping Up With The Constantly Changing Rules Of Investing
May 29, 2023
The Most Important Things Pre-Retirees Should Focus On Now, So That They Get Retirement Right
May 22, 2023
Learning From Other’s Mistakes
May 14, 2023
Tax Strategies For Small Business Owners
May 08, 2023
A Conversation With The Murray Brothers
May 05, 2023
World Class Athletes All Have Coaches
May 01, 2023
Seeking Permission To Spend
Apr 24, 2023
Are New RMD Rules Really Helpful
Apr 17, 2023
Bridging The Gap
Apr 10, 2023
3 Major Mistakes Silicon Valley Bank Made
Apr 03, 2023
Pay Taxes Now Or Later?... It Depends.
Mar 20, 2023
Their $8M Legacy Grew To $17M By Changing ONE Thing
Mar 13, 2023
Risk Vs Reward - What’s Right For YOU
Mar 06, 2023
You’re Not Harrison Ford
Feb 27, 2023
Don’t Let Anxiety Get The Best Of Your Money
Feb 20, 2023
Should You “Stay Out Of The Market”
Feb 13, 2023
What Got You Here, May NOT Be What Gets You Through
Feb 06, 2023
Don’t Leave A Legacy, Leave A TAX EFFICIENT Legacy
Jan 30, 2023
A Famous Rapper Declares War On Inflation
Jan 23, 2023
Is “SECURE 2.0” Really What Washington Says
Jan 16, 2023
Milk Cows & Steak Cows
Jan 09, 2023
Streamlining Online Bank Opportunities
Dec 19, 2022
What 2023’s New Social Security Rules Mean For You
Dec 12, 2022
The Holidays Are More Stressful This Year
Dec 05, 2022
Solving Your Biggest Concern
Nov 21, 2022
Can These Bear Market Rallies Grow Legs
Nov 14, 2022
Every Major Asset Class Is Down…For The 1st Time EVER
Nov 07, 2022
You Can’t Spend Lost Money
Oct 31, 2022
You Don’t Have To Move To Florida
Oct 24, 2022
“Big Picture” Frugality
Oct 17, 2022
Collect For Fun, Not For Investment
Oct 10, 2022
Using The Past To Predict The Future
Sep 26, 2022
It’s A Very Uncomfortable Time
Sep 19, 2022
The 5 Pieces To Achieving “Mental Wealth”
Sep 12, 2022
States May Start Taxing Those Without LTC Insurance
Sep 05, 2022
Not All Money Is Taxed The Same
Aug 29, 2022
5 Pieces To The “Financial Plan Puzzle”
Aug 22, 2022
It’s 1969 All Over Again
Aug 08, 2022
A Recession Can Be A Good Thing
Aug 01, 2022
How A Roth Conversion Could Hurt You
Jul 25, 2022
It’s About The Long Game
Jul 11, 2022
We May Be Waiting A While
Jun 27, 2022
The Numbers Are NOT Adding Up
Jun 20, 2022
Opportunities Despite Volatility
Jun 13, 2022
Seeking A Silver Lining
May 30, 2022
Warren Buffet Made Most Of His Money AFTER 50
May 23, 2022
Seeking Safer Harbors
May 16, 2022
The ‘Oh Crap’ Moments Of Retirement Planning
Apr 25, 2022
Making Money Is Different Than Harvesting It
Apr 18, 2022
You’re Sabotaging Your Retirement By Not Tracking This
Apr 04, 2022
3-Generational Tax Planning
Mar 21, 2022
Great Savers = Poor Spenders
Mar 14, 2022
What’s The Correct Strategy When Facing A Market Correction
Mar 07, 2022
Buckle Up Your Bucks
Feb 28, 2022
The 50 – 30 – 20 Rule
Feb 21, 2022
Don’t Fear The Sharks
Feb 14, 2022
Even The SATs Are Saying “Out With The Old”
Feb 07, 2022
Unused Gift Cards Are Just The Beginning
Feb 03, 2022
The Real Millionaire Secrets
Jan 13, 2022
3 Reasons to Reconsider Retirement in 2022
Jan 06, 2022
Mass Exodus: The Baby Boomer Retirement Surge
Dec 30, 2021
The Three Wise Men
Dec 23, 2021
You're Getting What at the Bank?!
Dec 16, 2021
Inflation Frustration
Dec 09, 2021
What's Changed in 2021?
Dec 02, 2021
Talking Turkey & Inflation
Nov 24, 2021
D-I-V-O-R-C-E: The Impact on Your Retirement
Nov 18, 2021
The Upside of High Gas Prices
Nov 11, 2021
Your Next Car May Cost as Much as Your First House!
Nov 04, 2021
Two Biggest Expenses in Retirement: Taxes & Health Care
Oct 28, 2021
Remember Bogle's Advice: "Nobody Knows Nothing!"
Oct 21, 2021
Is This the End of the Backdoor Roth?
Oct 14, 2021
The Next TP Shortage & Your Dollars
Oct 07, 2021
Tax the Rich?
Sep 30, 2021
Nothing is Certain but Death & Taxes (Especially Now!)
Sep 23, 2021
Flag on the Play: The Worst Penalties for Retirees
Sep 16, 2021
The Great Resignation
Sep 10, 2021
401(k) Balances Hit All-Time Highs
Sep 03, 2021
C'mon Man: The Impact of the Biden Tax Proposals
Aug 27, 2021
Time to Bite the Bullet on Taxes
Aug 19, 2021
Too Much of a Good Thing?
Aug 12, 2021
What Is Step-up in Basis and How It Affects the Middle Class
Jul 29, 2021
Lessons from a Lemonade Stand
Jul 22, 2021
The $5 Billion Roth IRA
Jul 15, 2021
Why America is Still the Land of Opportunity
Jul 08, 2021
Billionaire Tax Secrets
Jul 01, 2021
Retirement Plans for Bezos & Business Owners
Jun 24, 2021
Celebrating Coach K's Retirement
Jun 17, 2021
How Your Favorite HGTV Show Compares to Retirement Planning
Jun 09, 2021
Savings Lessons from a 6-Year-Old
Jun 01, 2021
Sell in May?
May 19, 2021
3 Things to Consider When Checking Your Retirement Accounts
May 12, 2021
Winning the Race to Retirement
May 05, 2021
Drain the Swamp
Apr 29, 2021
Using Artificial Intelligence to Improve Your Retirement
Apr 21, 2021
Charlie Munger & "Diworsification"
Apr 14, 2021
The "Small to Significant" Biden Tax Increase
Apr 06, 2021
Why Retirement Planning Sucks
Mar 30, 2021
What Your Basketball Bracket Can Teach You About Investing
Mar 26, 2021
Can This One Thing Really Save You $360,000 More for Retirement?
Mar 17, 2021
Complete the Retirement Mission
Mar 09, 2021
Remembering Rush
Mar 02, 2021
The Bernie Sanders Tax Plan That Won't Die
Feb 24, 2021
Squeegee Boy's First Lesson on Taxes
Feb 19, 2021
How Much Will Healthcare Cost in Retirement?
Jan 18, 2021
The First Year
Dec 28, 2020
Financial Terms (with a little help from Siri!)
Dec 21, 2020
The Impact of the Senate Runoff in January and Your Money!
Dec 14, 2020
How to Take Control of Your Income in Retirement
Nov 30, 2020
Losing Sleep Over Retirement Worries?
Nov 23, 2020
Don’t Blow That Inheritance!
Nov 16, 2020
Election Aftermath
Nov 09, 2020
Congressional Millionaires vs. Regular Millionaires
Nov 02, 2020
50 Cent’s Beef With Biden
Oct 26, 2020
Post-Covid Investing
Oct 19, 2020
The Pandemic Pay Cut
Oct 12, 2020
Guns, Ammo & Emotional Investing
Oct 05, 2020
The Pandemic Effect on Taxes & Pensions
Sep 28, 2020
Is That Early Retirement Offer an Indecent Proposal?
Sep 21, 2020
Doomsday Prepping
Sep 14, 2020
Have We Saved Enough?
Aug 31, 2020
What the Democratic Ticket Could Mean for Your Retirement
Aug 24, 2020
The Big Pile Of Money Problem
Aug 17, 2020
Fee Fi Fo Fum
Aug 10, 2020
Level of Concern
Aug 03, 2020
How to Stop Losing Sleep Over Retirement
Jul 27, 2020
Politics & Personal Responsibility
Jul 20, 2020
A Bobby Bonilla-Style Retirement
Jul 13, 2020
Can You Stack the Financial Odds in Your Favor?
Jun 29, 2020
Is The Clock Ticking on The GOP Tax Blessing?
Jun 25, 2020
Staying Connected to the Grandkids (While Staying Apart!)
Jun 22, 2020
All the New Ways Congress May Tax Us
Jun 15, 2020
Walks Like a What?!
Jun 08, 2020
Sell in May and Go Away?
Jun 01, 2020
Freedom Isn’t Free (And Neither is All This Stimulus Spending!)
May 25, 2020
The Coronavirus Crisis: How Has It Changed Your Finances?
May 18, 2020
Freaked Out By The Financial Crisis? Don’t Do These Dumb Things!
May 11, 2020
Bailouts & Buyouts
May 04, 2020
Oil & Opportunities
Apr 27, 2020
A V-shaped Economic Recovery? Maybe Not!
Apr 20, 2020
Stuck at Home? 5 Things You Can Do NOW About Your Retirement
Apr 13, 2020
Hit the Reset Button
Apr 06, 2020
Social Distancing & Positioning Your Portfolio
Mar 30, 2020
The Perfect Storm
Mar 24, 2020
The Coronavirus Selloff: What’s Your Worst Case Scenario?
Mar 09, 2020
A Different Way to Invest
Mar 04, 2020
The SECURE Act (or the SUCKure Act??)
Feb 26, 2020
Happy Anniversary, Income Tax!
Feb 19, 2020
Can’t Get No Satisfaction (With Taxes!)
Feb 12, 2020
Climbing Everest (And Getting Down Safely!)
Jan 28, 2020
Melt-up vs. Meltdown
Jan 21, 2020
2020 Vision
Jan 15, 2020
A Financial Detox for 2020
Jan 07, 2020
Hidden Portfolio Problems & The Three Wise Men
Dec 19, 2019
Government is Not the Answer
Dec 10, 2019
The Candy Bar Tax
Dec 03, 2019
Kentucky’s Pension Crisis
Nov 19, 2019
The Politics of Investing
Nov 11, 2019
The Final Countdown: What Can You Accomplish Before 2020?
Oct 29, 2019
The Race to Zero
Oct 21, 2019
Nothing is Certain Except Death and Taxes
Oct 14, 2019
The True Cost of Socialism
Oct 08, 2019
Vote for The Retirement Solution!
Oct 01, 2019
What’s your DEFCON?
Sep 23, 2019
What the Heck are Negative Interest Rates? (And Why They Matter to You!)
Sep 16, 2019
Make Retirement Great Again!
Sep 09, 2019
Luck & Savings
Sep 03, 2019
The Perfect Storm
Aug 26, 2019
The Side Effects of Investing: What’s in the Fine Print
Aug 20, 2019
Shaq’s Investing Strategy & The Important Half Ages
Jul 22, 2019
Bernie, George W. & The Bourbon Tax
Jul 15, 2019
A Bobby Bonilla-Style Retirement
Jul 08, 2019
Financial Freedom
Jul 01, 2019
Feeling Good!
Jun 24, 2019
Do Better!
Jun 17, 2019
Stressful Jobs & A Stressful Market
Jun 10, 2019
Is Cheaper Better?
May 27, 2019
Trump vs. China & The Tiger Woods Retirement Plan
May 20, 2019
The Trade War with China & Let’s Tax the Royal Baby!
May 13, 2019
Don’t Leave Behind Your 401(k)!
May 06, 2019
Derby Week & The Presidential Horse Race
Apr 29, 2019
The Reagan Inspiration
Apr 22, 2019
I Wanna’ Be Rich
Apr 15, 2019
Bizarre Tax Deductions & Lessons from Shark Tank’s Barbara Corcoran
Apr 08, 2019
Shhhhh…Do You Want to Know a Secret? (Part 2)
Apr 01, 2019
Shhhhh…Do You Want to Know a Secret? (Part 1)
Mar 25, 2019