The Retirement Solution

College football is just around the corner and tailgating season will soon be in full swing. But before you head to the game, make sure you’re aware of “junk fees.” Many restaurants and bars are now adding hidden fees to their bills which can add up over time.   In this eye-opening episode of  The Retirement Solution , discover the shocking parallels between hidden fees in restaurants and your ret...

On this episode of  The Retirement Solution , financial advisor and retirement planner Jon Hicks discusses common misconceptions surrounding 401(k)s, while sharing his insight on ways to better prepare for your financial future by demystifying the complexities of 401(k)s.   Learn why simply maxing out your 401(k) might not be the best strategy and explore alternative options to help secure your re...

A Seinfeld scene, from over 30 years ago, still gets a lot of online views because it still resonates with the many Americans who’ve had to manage a debacled reservation. On this episode of  The Retirement Solution , financial advisor Jon Hicks uses his own similar experience to point out the mistake that so many make by heading into retirement with  only assumptions  about their financial plans,...

On this episode of  The Retirement Solution , we hear a clip from Jon’s recent conversation with country music star Gary LeVox, the common bond they share being “Girl Dads,” and a funny exchange about the financial lessons they hope to pass on to their daughters.   This translates into a conversation around the long-term care planning you can do now to prevent being a financial burden on your spou...

Financial advisor Jon Hicks recently took a trip to Nashville and had the opportunity to sit down with award-winning singer/songwriter Gary LeVox of Rascal Flatts fame. They discuss Gary's solo career, being a girl dad, and so much more! Connect with  Jon Hicks and his team at J Hagan Capital today! See omnystudio.com/listener for privacy information.

Even the  Federal Reserve  has acknowledged Taylor Swift’s impact on the economy. Her “Eras Tour” is not only selling out, but there are estimates it could generate $4.6  billion  in U.S. consumer spending when factoring in things like travel, hotels, tickets, merchandise, etc.  That is larger than the Gross Domestic Product of 35 countries!   Only 33, Taylor Swift is showing no signs of slowing d...

On this episode of  The Retirement Solution , we hear how Arnold Schwarzenegger keeps up with childhood friends in Austria, and how those conversations have changed now that they’re all in their 70’s. This spawns a discussion about how investing strategies for people aged 55 and older may not be changing enough.   The  Wall Street Journal  reports that  many  investors age 55 and up are putting  m...

The S&P is  up  20% from its October low, so technically we are in a new  bull  market. But one Bank of America strategist disagrees saying tech stocks (specifically those in  artificial intelligence ) are holding the market up and that this feels more like a combo of 2000 and 2008 – a big  rally  before a big  collapse .    On this episode of  The Retirement Solution , Financial Advisor Jon Hicks...

Did you get a tax  refund  this year or did you  owe ? Many people believe that if you get a refund, you did it  right , and if you pay, you did it  wrong .   On this episode of  The Retirement Solution , Financial Advisor Jon Hicks explains why this may be the  wrong way  to think about it.   Getting a refund is not necessarily an indication that you did everything right as you may have overpaid...

The Federal Reserve says it’s  pausing on  interest rate hikes for now, but it’s also not ruling out  another  increase if inflation remains stubborn causing differing opinions among economists to continue. Paul McCully says he’s not expecting a recession, while others remain unsure…   On a micro level, financial advisor Jon Hicks wants you to know about investment opportunities that you have,  ri...

Even successful comedians have problems  letting go  with the money they’ve earned.  We hear from Sebastian Maniscalco and the troubles he has spending the money he’s earned. Financial advisor Jon Hicks shares the humble beginnings he himself comes from, the shared understanding of this mindset, and how he regularly hears the same concerns from people who come to him seeking advice. Are you afraid...

You think when you’re boarding a plane that it’s been thoroughly  cleaned , but a former flight attendant shares insight on how clean planes really are… or are not. Financial advisor Jon Hicks explains that this isn’t the only unknown “filth” you may be living with. He and his team at  J Hagan Capital regularly find dirt hiding in the portfolios of those who come to them for second opinions on the...

What crazy thing would Americans do to have a  tax-free  future? A survey found 1 in 10 would clean  prison toilets  for 3 years in exchange for  never  paying taxes again! While we all know that taxes (and the IRS) aren’t going away, on this episode of The Retirement Solution, financial advisor Jon Hicks explains that you may have options to  control  how much you give to Uncle Sam. Connect with...

Billionaire Ray Dalio once said “cash is trash!” but recently flipped on that thought, telling  CNBC , “cash is a better investment than stocks and bonds.” On this episode of The Retirement Solution, financial advisor Jon Hicks shares where he agrees, and disagrees, with Mr. Dalio, and offers other investment options to help defend against inflation. Learn more on what investment vehicles and opti...

Warren Buffet is celebrating 58 years at Berkshire Hathaway where he’s overseen a  3.7 million percent   return  for his company. Mr. Buffet credits his  success  to “a dozen truly good decisions.” In other words, it’s  not  about getting  every  decision right, but getting the  important  ones right. On this episode, financial advisor Jon Hicks, shares what he believes are the most important thin...

What retirees wished they’d done  better  preparing for retirement. Connect at  RetirementSolutionRadio.com . #Kentucky #Retirement See omnystudio.com/listener for privacy information.

Before selling your small business, be sure you know about this tax strategy. Connect at RetirementSolutionRadio.com . #Kentucky #Retirement #SmallBusinessOwners See omnystudio.com/listener for privacy information.

Jon sat down with Andy, John, Joel and Bill Murray to chat about the Derby, favorite restaurants, and passing financial lessons onto kids.  Connect at RetirementSolutionRadio.com . #Kentucky #BillMurray #MurrayBros #Retirement See omnystudio.com/listener for privacy information.

The amount of available information today is overwhelming and often leads to misinformation . Jon shares what caused him to become a financial advisor and why you likely need a “retirement coach.” Connect at  RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Your expectations of retirement may be skewed thanks to one major misconception . Jon explains how to give yourself “permission to spend.” Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Jon points out how delaying RMDs could create bigger tax burdens. Plus, understanding whether a Roth conversion could work for you. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

When you retire, the paycheck stops. How will you cover your monthly living expenses? Jon works to demystify building retirement income. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Jon shares 3 major mistakes that Silicon Valley Bank made, the lessons you can learn from them, and apply to your retirement plan. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Tax rates are at historic lows and expected to go up by 2026. Jon explains how to approach your options on paying taxes on your retirement savings. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.

Jon explains how you could be throwing money away by not having an optimal withdrawal sequence from your accounts. Connect at RetirementSolutionRadio.com . See omnystudio.com/listener for privacy information.