224 episodes

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 Jon Hicks

    • Business
    • 4.1 • 9 Ratings

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.

    Retirement Tax Trap: Don’t Make A Million Dollar Mistake

    Retirement Tax Trap: Don’t Make A Million Dollar Mistake

    Are you paying millions more in taxes than you need to?

    On this episode, Jon’s talks about the hidden tax trap that may be lurking in your retirement accounts. We also discuss how the IRS won’t give you tax advice, but often your financial advisor won’t either.

    So, who can you turn to for ideas on tax strategies? 

    Jon shares how you may be able to save thousands in taxes (even while you're still working), moves to convert IRAs to Roth IRAs tax-efficiently, and ideas to help avoid common tax mistakes while working to maximize your retirement income.

    Take action against the taxman! Visit RetirementSolutionRadio.com and start planning your tax-smart retirement today.
    See omnystudio.com/listener for privacy information.

    • 13 min
    Hidden Fees Could Crush Your Retirement Dreams

    Hidden Fees Could Crush Your Retirement Dreams

    Next time you check out of a hotel, double check your receipt first!

    Some hotel chains are now charging a “parking fee” to guests, even if they’re not parking a car.

    On this episode, Jon exposes the common hidden fees in mutual funds, how fee structure changes can happen in your 401(k) without you knowing, while also offering ideas on better-performing options.

    Learn about:


    How "transparent" fees can still cost you thousands.


    Truths about 401K fees (and when it may be better to go solo).


    Exchange-Traded Funds (ETFs): That may have lower fees and better performance.

    Don't let sneaky fees drain your accounts. Visit RetirementSolutionRadio.com and set a time for a fee Xray on your retirement savings.
    See omnystudio.com/listener for privacy information.

    • 14 min
    Don't Stress the $5 Million Myth, Focus On Retirement Income Strategies Instead

    Don't Stress the $5 Million Myth, Focus On Retirement Income Strategies Instead

    Many are confused about how much you need to retire. Recently, Shark Tank’s Kevin O’Leary said that number is $5 Million!

    On this episode, Jon Hicks explains why you should forget the unrealistic "magic number" and turn your focus towards strategies to generate income in retirement.

    We discuss why a “one-size-fits-all approach” often does not work, alternative income-generating strategies to help protect your principal and fight inflation and why, at J Hagan Capital, they believe in front-loading retirement plans to help maximize enjoyment in the early years.

    Stop worrying about a specific number. Visit RetirementSolutionRadio.com and start building your retirement income plan
    See omnystudio.com/listener for privacy information.

    • 12 min
    Escape Tax Prison (Without Moving!): Strategies To Help Slash Retirement Taxes

    Escape Tax Prison (Without Moving!): Strategies To Help Slash Retirement Taxes

    Many are sick of feeling trapped by high taxes, particularly California residents. Which explains why the state has lost over 750 thousand residents over the last three years. The oppressive state tax rate of 13.3% has folks packing up and headed for states like Florida, Texas and Tennessee which have no state income tax. 

    But if moving is not one of your retirement goals, at J Hagan Capital they can show you alternate solutions that could work within your plan.

    On this episode, Jon Hicks discusses practical tax-saving techniques for those with substantial incomes, small business owners, and those investment properties.

    If you’re seeking tailored tax mitigation strategies, connect at RetirementSolutionRadio.com to learn what your options might be.
    See omnystudio.com/listener for privacy information.

    • 12 min
    Small Business Exit Strategies: Are You Ready to Retire

    Small Business Exit Strategies: Are You Ready to Retire

    Owning a business is a passion project. So, what happens when you want to retire?

    In this episode, Jon explores the challenges and emotional nuances that come with considering an exit strategy.

    Drawing from personal experience as a small business owner himself, Jon’s speaks about the shift in mindset required when transitioning from the hustle of running a business to the prospect of retirement.

    Learn why having a sellable business is crucial and how to assess its true value. Jon also dives into the economic climate, emphasizing the urgency for small business owners to evaluate their options amid the retirement boom.

    Whether you're considering selling, passing on to the next generation, or creating your exit plan, at J Hagan Capital,  they can show you options to create a smooth transition into retirement. Connect at RetirementSolutionRadio.com.
    See omnystudio.com/listener for privacy information.

    • 13 min
    You’re Finally Making Money on Bonds and CDs- Now, Prepare to Pay Taxes

    You’re Finally Making Money on Bonds and CDs- Now, Prepare to Pay Taxes

    The W-2 statements you’re getting serve as a reminder that it’s tax season. And if you took advantage of higher interest rates on CDs, money-market funds, and certain bonds in 2023, there’s another statement you’ll see – a 1099-INT – the ‘INT’ stands for interest income… Yes, you have to pay taxes on that money, proving that the 5% you earned isn’t really 5%. 

    On this episode, financial advisor Jon Hicks discusses the realities of our tax burdens sharing ideas on ways you may be able to “do better” with your investments now, in effort to reduce your obligations later. Learn more about the impact of ordinary income on your investments, from CDs to money market funds. Discover why municipal bonds and other tax-efficient strategies could help maximize your returns.

    If you're tired of the tax surprises, go to  RetirementSolutionRadio.com  and begin the conversation about actionable insights to help optimize your financial strategy.
    See omnystudio.com/listener for privacy information.

    • 13 min

Customer Reviews

4.1 out of 5
9 Ratings

9 Ratings

Cbonnell0564 ,

Anti Biden step up in basis show caused me to unfollow.

His faux anger and claim that the step up on basis will hurt primarily the middle class was discussing. On top of that they’re annuity scammers.

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