Think a $14 million signing bonus means instant riches? RG3’s tax shock reveals what retirees face with their own savings. In this episode, Jon Hicks breaks down how taxes, outdated retirement rules, and unexpected life events can derail even the best-laid plans. Learn why the 4% rule and magic retirement numbers may not work for you, and how stress testing your portfolio can prepare you for real-life curveballs—all with practical insights for today’s retirement landscape.

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Should you start scaling back risk 3, 5, or even 12 years before retirement? Financial advisor Jon Hicks breaks down the latest research, market trends, and personal psychology behind de-risking and diversification. Learn why timing, income streams, and a holistic plan matter more than chasing market returns. Real stories and actionable advice help you build protection, income, tax, legacy, and healthcare into your retirement strategy.

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Is your retirement plan built on myths or real math? Financial advisor Jon Hicks unpacks the truth behind “magic numbers,” market drama, and tax moves, revealing why personalized planning beats one-size-fits-all advice. Discover how income streams, risk management, and tax strategies can transform your retirement journey—plus the surprising pitfalls of relocating for lower taxes. Tune in for practical insights and real stories that help you retire with confidence.

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Why do so many retirees hesitate to spend—even after years of saving? Financial advisor Jon Hicks dives into the psychology of spending in retirement, exploring the fear of running out of money and how to build income streams that give you confidence. Discover the concept of “front loading” retirement, strategies for enjoying your savings while you’re healthiest, and why a smart plan can help you spend without regret.

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Can you really make your money last for a 30-year retirement? Discover why old withdrawal rules may no longer work and how longevity, inflation, and market behavior can threaten your nest egg. Jon Hicks shares the “elegant simplicity” of the three-bucket strategy, revealing how smart income planning, diversification, and tax strategies can help you stay retired—no matter what the future brings. Tune in for practical insights to secure your financial future.

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Want to know how wealthy retirees keep more of their money? Jon Hicks reveals the tax strategies, bracket bumping, and investment moves that millionaires use to grow and protect their wealth in retirement. Learn about Roth conversions, tax gain harvesting, RMD planning, and new ways to defer taxes on business sales—all explained in clear, actionable language

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What three conversations should every couple have before turning 65? In this episode, Jon Hicks breaks down the essential retirement talks—from daily routines and spending priorities to healthcare planning. With humor and insight, Jon shares why financial planning often feels like marriage counseling and how honest communication can shape a happier retirement. Learn how to align your goals, understand the numbers, and prepare for the unexpected.

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Are you stuck in the “just one more year” mindset about retirement? In this episode, Jon Hicks of J. Hagan Capital explores the emotional and psychological traps that keep people working longer than they need to. From test-driving retirement with unused PTO to finding purpose beyond your career, Jon shares practical ways to break free from procrastination and start living the life you’ve saved for. Hear how his own father’s story shaped his mission to help others retire with clarity and confidence.

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Is your 401(k) quietly draining your retirement savings? In this episode, Jon Hicks of J. Hagan Capital exposes hidden fees, underperformance, and limited investment options in many 401(k) plans. Learn how a 401(k) x-ray can reveal what’s really going on—and how strategies like in-service rollovers and mega backdoor Roth conversions could help you take control of your financial future.

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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.

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