The Retirement Solution

You might be a millionaire on paper—and still be unprepared for the tax bill that comes with it. In this episode of The Retirement Solution, Jon Hicks explains how large asset sales, real estate, and tax-deferred accounts can create unexpected tax exposure in retirement. The discussion focuses on “paper millionaires,” depreciation recapture, installment sales, trusts, and why timing and planning matter before cashing out a business, property, or retirement account. The episode highlights how taxes, not investment performance, often become the biggest hurdle when turning accumulated wealth into retirement income.   Schedule your complimentary appointment today: RetirementSolutionShow.com   Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What do baseball legends, paper millionaires, and retirement planning have in common? In this episode from this past weekend’s radio show, Jon Hicks uses sports analogies, real-life stories, and current market conversations to break down consistency, income planning, and knowing when “enough is enough.” From singles and doubles in baseball to tax surprises facing business owners and retirees, the discussion focuses on protection, income, and taxes as retirement approaches. The show also explores market volatility, risk timing, and the difference between transactions and true financial partnerships. Schedule your complimentary appointment today: RetirementSolutionShow.com   Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

The first year of retirement can shape everything that comes after it. In this episode, Jon Hicks explains why early retirement spending habits often swing to extremes—and how both overspending and underspending can create long‑term challenges. Using real‑life examples, the conversation explores why traditional “budgets” fall short in retirement, how spending plans differ, and why flexibility matters as life changes. The episode highlights the importance of balancing income needs, lifestyle goals, and timing decisions to avoid common missteps that retirees don’t always see coming.   Schedule your complimentary appointment today: RetirementSolutionShow.com   Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Headlines feel chaotic—but are they telling the whole story? In this past weekend’s radio show, Jon Hicks breaks down how market volatility, inflation fears, and rising oil prices can reshape opportunity rather than erase it. The conversation explores why volatility isn’t the real threat, how retirement spending habits can go wrong early, and what myths still trip people up around Social Security, healthcare costs, and withdrawal strategies. The episode also dives into tax planning concepts, including Roth conversions, and why flexibility and planning matter more than reacting to today’s news. Schedule your complimentary appointment today: RetirementSolutionShow.com   Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Your tax return may reveal more about your financial picture than you realize. In this episode, Jon Hicks explains why a tax return shouldn’t be filed and forgotten, but instead reviewed like a report card that highlights missed opportunities and planning gaps. The conversation explores how income decisions, deferrals, and overlooked line items can quietly shape long‑term outcomes. Listeners will hear why looking beyond April 15th matters and how tax documents can be used to inform smarter conversations about retirement planning, income strategy, and future decisions.   Schedule your complimentary appointment today: RetirementSolutionShow.com   Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.