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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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.

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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.

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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.

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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.

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Is buying the dip the same as a Roth conversion? Not quite—but there’s a smart way to connect the two. In this episode, Jon Hicks breaks down how market downturns can create tax-savvy opportunities—if executed correctly. From risk arbitrage to asset location, Jon explains why good ideas often fail without the right strategy. Whether you're eyeing a Roth conversion or just trying to avoid costly tax mistakes, this episode helps you understand when these moves make sense—and when they don’t.

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