Is your 401k about to get risky—or revolutionary? Financial advisor Jon Hicks breaks down the latest investment options showing up in retirement plans, including private equity, hedge funds, and even crypto. Learn why these offerings are gaining traction, what risks they carry, and how accredited investors can already access them through IRAs. It’s a deep dive into volatility, liquidity, and the power of non-correlated returns. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
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11:57
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11:57
Should You Work One More Year?
Is working one more year really worth it? In this episode, Jon Hicks challenges the conventional wisdom around delaying retirement. They explore who truly benefits from postponing your exit—and it might not be you. From strategic planning to business exit strategies, they unpack how timing, tax efficiency, and personal goals shape a fulfilling retirement. Whether you're an employee or a business owner, this conversation will help you rethink your timeline. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
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12:47
OBBA, Social Security & the Retirement Tax Shift
Think taxes end with April 15th? Think again. In this episode, Jon Hicks unpacks the difference between tax prep and tax planning—especially in retirement. He breaks down the latest updates from the OBBA (One Big Beautiful Bill Act), how Social Security taxation has evolved, and why most retirees face more complex tax situations than they expect. From income stream strategy to lifetime tax reduction, this episode explores how smart planning can help you keep more of what you’ve saved. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
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12:30
The Bond Market Wake-Up Call for Retirees
What happens when the U.S. debt soars and fewer countries want to buy our bonds? In this episode, Jon Hicks breaks down how rising national debt, failing bond auctions, and inflation could impact your retirement portfolio. From the risks of traditional bonds to the potential of private credit and annuities, Jon explores alternatives to the classic 60/40 model—and why now might be the time to rethink your fixed income strategy. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
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14:17
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14:17
The Penny Problem: What Else in Your Portfolio Doesn’t Add Up?
If it costs two cents to make a penny, what else in your financial life doesn’t make sense? In this episode, Jon Hicks breaks down outdated investment strategies that could be quietly draining your retirement savings. From tax-inefficient mutual funds and high-fee variable annuities to underperforming insurance policies, Jon explains how to spot financial dead weight and what to do about it. It’s not about panic—it’s about clarity, control, and knowing when to pivot. Tune in for a practical, eye-opening look at what might be hiding in your portfolio. Schedule your complimentary appointment today: RetirementSolutionShow.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
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.
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