243 episodes
The Retirement Solution Jon Hicks
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- Business
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4.1 • 9 Ratings
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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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Decades Of A Good Time: The Goal For Retirement
Jon discusses the importance of needing to manage and plan for retirement in the future. Tom Selleck is brought up as an example of someone who is still working in his retirement years and the challenges he may face in maintaining his lifestyle.
Jon highlights five concepts that create a comprehensive retirement plan: protecting assets, creating income streams, tax planning, legacy planning, and healthcare planning.
Visit RetirementSolutionRadio.com to start building your retirement plan today!
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Managing Risk In Retirement
Jon provides insights on the importance of having clear objectives, realistic spending standards, managing risk, and having a tax plan. The conversation also touches on the challenges of navigating the abundance of information and options available in today's financial landscape.
Visit RetirementSolutionRadio.com to start building your retirement plan today!
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Long-term Care And Estate Planning In Retirement
Jon shares a personal story of the financial challenges his family faced when his father became incapacitated and emphasizes the need for proactive planning to avoid leaving important decisions to the courts.
Visit RetirementSolutionRadio.com to start building your retirement plan today!
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The Five Pillars Of Retirement Planning
Jon explores the idea of preparing for a long and healthy retirement due to the increase in life expectancy. With the potential need to prepare for a retirement that can last several decades, Jon highlights the five pillars of retirement planning:
Protection Income Taxes Wealth Transfer Healthcare Jon also touches on the current state of the market and the potential need to adjust risk tolerance.
Visit RetirementSolutionRadio.com to start building your retirement plan today!
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Over Planning For Retirement And Strategies For Reducing Taxes
Jon discusses key factors that contribute to wealth accumulation and financial success. He emphasizes the importance of having a financial plan and sticking to it, as well as not worrying about constantly managing and changing investments.
Jon also highlights ways to potentially reduce taxes and optimize wealth transfers in retirement.
Visit RetirementSolutionRadio.com to start building your retirement plan today!
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Impact Of Tax Rates On Retirement Savings
In this episode, Jon focuses on Roth conversions, RMDs, and the impact of tax rates on retirement savings. He explores the opportunities and strategies for optimizing tax planning and saving money through proactive financial decisions.
Visit RetirementSolutionRadio.com to start building your retirement plan today!
See omnystudio.com/listener for privacy information.
Customer Reviews
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.