Jon Hagan - Podcast Details

Shows

The Retirement SolutionThe 3-Bucket Plan That Could Save Your RetirementWhat if the secret to retirement confidence is as simple as three buckets? In this episode, Jon Hicks of J. Hagan Capital breaks down his “Now, Soon, and Later” strategy for managing retirement income through market volatility. With insights on liquidity, income generation, and long-term growth, Jon explains how to structure your assets to weather downturns without panic. From emergency funds to annuities and investment properties, this conversation offers a grounded approach to building a plan you can actually stick to—no matter what the market throws your way Schedule your complimentary appointment today: RetirementSolutionShow.com...2025-07-0113 min

Leaders, Innovators and Big Ideas - the Rainforest podcastFrom Rock Bands to Innovation: The Journey of Jon HaganIn this engaging podcast episode, Al Del Degan sits down with Jon Hagan, a multifaceted creator with a background in music, writing, and business innovation. Jon shares the inspiring story of his journey from aspiring rock star to a creative force in the world of innovation through storytelling and strategic partnerships. With a passion for creativity, Jon has dabbled in everything from forming a rock band to writing children's books, all the while nurturing his inner entrepreneur in the tech world. Through vivid anecdotes and personal reflections, Jon provides listeners with valuable insights into balancing artistic passions with professional...2025-03-2534 min

Shift by Alberta InnovatesUnlocking Tech Innovation: The Role of Technology Access Centres in Canada's Competitive EdgeSend us a textDiscover a hidden engine powering Alberta's tech innovation as we sit down with Ken Doyle, Executive Director of Tech-Access Canada. Uncover the world of Technology Access Centres (TACs), where Alberta's entrepreneurs transform bold ideas into tangible advancements. Ken shares how these specialized R&D hubs offer invaluable support to small and medium-sized enterprises, providing access to state-of-the-art facilities and expertise that help refine prototypes and boost productivity. Get an insider's look at how TACs are crucial in overcoming Canada's productivity hurdles, emphasizing the need for expanded capacity to sustain Alberta's edge in the...2024-12-2345 min

Shift by Alberta InnovatesEmpowering Alberta's Game InnovatorsSend us a textCan Alberta's gaming sector truly double its impact by 2026? Join us as we unpack this bold ambition with Adam Brown from Alberta Innovates, alongside gaming visionaries Matt Toner of Shred Capital and Michael Liebe from Booster Space. Together, we illuminate a strategy to capture a significant share of Canada's $7 billion gaming market, and the innovative approaches fueling this growth. From nurturing tech talent to fostering a collaboration-driven ecosystem through initiatives like Scaffold Program, Alberta is setting a new standard for the gaming industry.Listeners will discover cutting-edge funding strategies d...2024-12-0949 min

The Midnight PodcastEpisode 7: Catching upJohn and Jon catch up after a bit of a gap in episodes. Enjoy.2024-11-261h 09

Shift by Alberta InnovatesTransforming Tech Narratives: Storytelling's Role in Alberta's Innovation EcosystemSend us a textUnlock the secrets of storytelling in Alberta's tech scene with insights from Leah Sarich, head of story at Thin Air Labs and host of the podcast, The Founder Mindset, and startup marketing consultant Kira Kelsie from Kasm Consulting. Explore how compelling narratives can transform public perceptions of complex innovations, fostering a culture of engagement and support throughout the province. Leah and Kira share their expertise on crafting stories that resonate broadly, bridging the gap between high-tech concepts and everyday Albertans, and creating a unified narrative spanning startups to industry giants.2024-11-251h 05

Shift by Alberta InnovatesTransforming Alberta's healthcare: innovations, partnerships, and digital solutionsSend us a textThe interview in this episode was done by Joshua McCutcheon of the Alberta Health Services i4 podcast, Insights. Thanks for the great work, Joshua! Unlock the secrets to transforming Alberta's healthcare system through innovation, as we bring you insights from Nancy Walter and Muna Sabouny of Alberta Innovates. As the creative force behind Alberta's research and innovation, this crown corporation under the Ministry of Technology and Innovation spearheads groundbreaking advancements in digital health, clean resources, and artificial intelligence. With a century-long legacy, Alberta Innovates orchestrates a diverse portfolio of projects, converting cu...2024-11-1135 min

Shift by Alberta InnovatesUnveiling the power of culture: a conversation with Dr. Marcus CollinsSend us a textJoin us for an insightful exploration into the profound influence of culture on human behavior, featuring the brilliant Dr. Marcus Collins, a professor at the University of Michigan and esteemed author of "For the Culture." Discover how cultural artifacts act as mirrors to our internal beliefs and dictate how we interact with the world. Together with Dr. Collins, we unpack the concept of legitimation, where communities decide what deviations from norms are acceptable, and why understanding goes far beyond mere data when it comes to truly connecting with people. We challenge t...2024-10-2816 min

Shift by Alberta InnovatesAlberta's Innovation Ecosystem: Fostering Tech, Community, and EntrepreneurshipSend us a textDiscover the shimmering opportunities for innovation and entrepreneurship in Alberta as we welcome insights from our guests, Tracy Stroud from APEX Alberta, Terry Rock from Platform Calgary, and Tom Viinikka from Edmonton Unlimited. Tom Viinikka, CEO of Edmonton Unlimited, walks us through he and his team's groundbreaking mission to nurture tech innovation and community building in Edmonton. We're spotlighting captivating events like Startup Week in Edmonton, Innovation Week in Calgary, and the Small Business Week activities like APEX Alberta's Business Growth Tradeshow happening across the province that are fueling A...2024-10-141h 02

Shift by Alberta InnovatesAlberta's Rise in Global Quantum InnovationSend us a textCan quantum technology reshape the world as we know it? Join me in a captivating discussion with Katanya Kuntz, Megan Lee, and Chris Cassin as we explore this groundbreaking field. From the evolution of Quantum 1.0 technologies like MRI machines to the transformative potential of Quantum 2.0, we unpack the mysteries of qubits and the quest for fault-tolerant quantum computers. Discover how these advancements promise to revolutionize computing power and cybersecurity in the near future.Alberta is on its way to becoming a global quantum innovation powerhouse, and Megan Lee from Quantum City...2024-09-3056 min

Shift by Alberta InnovatesShaping Tomorrow: Alberta's Innovation JourneySend us a textWhat does it take to build a thriving innovation ecosystem? Join us as we uncover the remarkable journey of Robert Lai, Alberta Innovates’ new VP of Investment. With a stellar background in telecom and a pivotal role in the groundbreaking SuperNet project, Robert shares his vision for propelling Alberta’s tech community to new heights. You'll get an inside look at his responsibilities, from nurturing startups through the Accelerator Programs to fostering cutting-edge research at post-secondary institutes. This episode offers a treasure trove of insights into the future of Alberta's economic growth and tech...2024-09-1634 min

Shift by Alberta InnovatesTransforming Alberta: The Power of Interdisciplinary Innovation and CollaborationSend us a textCan interdisciplinary research transform Alberta's innovation landscape? Join us as we uncover the inspiring journey of Dr. Mike Mahon, interim CEO at Alberta Innovates. With a career spanning from the University of North Carolina at Chapel Hill to leading roles at the University of Manitoba and the University of Alberta, Dr. Mahon shares his insights into fostering collaboration across diverse sectors like health, energy, environment, and agriculture. Learn how his vision aims to integrate these areas to build a more innovative and resilient Alberta.We dive deep into the power of...2024-09-0258 min

El RecreoEstudiantes universitarios vascos forman a familias para que sus hijos hagan un uso responsable de su primer móvil.Se trata del Proyecto Ikasiz que fomenta el uso responsable y saludable del móvil en menores. Por ello, esta semana se ofrecerá un servicio de asistencia personalizada para la instalación de una aplicación de control parental u otras dudas relacionadas con el primer móvil en la tienda de Guuk de Donostia los días 27, 29 y 31 de mayo. Los detalles nos los da uno de los jóvenes “profesores”, Jon Alonso.2024-05-2708 min

Chip LunchUnintended Consequences (w/Jon Dunbier) [Shock Absorber cross-over]We had a late cancellation on a Chip Lunch guest but wanted to still bring you this episode of the Shock Absorber with our guest Jon Dunbier!-----------------------------------------------------------Jon Dunbier from Grace Anglican Church joins the podcast to discuss IGM and unintended consequences of a variety of church and cultural changes and the Frankenstein type church communities they often create.They again delve into creating Christian cultural goods whether that means teaching Christians to be resilient, making church exciting with those who are committed to be there or moving forward together under Christ...2024-02-291h 36

The Shock AbsorberUnintended consequences (w/Jon Dunbier)Jon Dunbier from Grace Anglican Church joins the podcast to discuss IGM and unintended consequences of a variety of church and cultural changes and the Frankenstein type church communities they often create.They again delve into creating Christian cultural goods whether that means teaching Christians to be resilient, making church exciting with those who are committed to be there or moving forward together under Christ instead romanticising about days gone by.They round up the episode with some quickfire practical advice thoughts around intergenerational ministry.00:00 Intro01:20 Soul Revival Church and Grace Church 2024-02-271h 35

Terry MeinersJon Hicks talks the market's ups-and-down and getting a playcheckJon Hicks, the CEO of J Hagan Capital, discusses dealing with the the ups-and-downs of the market on the road to retirement and the idea of getting a playcheck...2024-02-2104 min

The Retirement SolutionDon't Stress the $5 Million Myth, Focus On Retirement Income Strategies InsteadMany are confused about how much you need to retire. Recently, Shark Tank’s Kevin O’Leary said that number is $5 Million! On this episode, Jon Hicks explains why you should forget the unrealistic "magic number" and turn your focus towards strategies to generate income in retirement. We discuss why a “one-size-fits-all approach” often does not work, alternative income-generating strategies to help protect your principal and fight inflation and why, at J Hagan Capital, they believe in front-loading retirement plans to help maximize enjoyment in the early years. Stop worrying about a specific number...2024-02-1312 min

The Retirement SolutionEscape Tax Prison (Without Moving!): Strategies To Help Slash Retirement TaxesMany are sick of feeling trapped by high taxes, particularly California residents. Which explains why the state has lost over 750 thousand residents over the last three years. The oppressive state tax rate of 13.3% has folks packing up and headed for states like Florida, Texas and Tennessee which have no state income tax. But if moving is not one of your retirement goals, at J Hagan Capital they can show you alternate solutions that could work within your plan. On this episode, Jon Hicks discusses practical tax-saving techniques for those with substantial incomes, small business owners, a...2024-02-0612 min

THE TRAVIS MACY SHOWEp. 147 Road Trip: Ski Mountaineering & Spiritual Reflections in New Mexico with Max King, Sarah Burke, Noah Brown, and Jon BrownJoin Travis and friends for a unique, play-by-play look at a weekend road trip involving three ski mountaineering races (including the US Skimo Association’s Team National Championship in Taos), one trip to a spiritual hot spring, some hotter competition, plenty of driving, and a whole lot of fun.See show notes for previous episodes with Max King and Sarah Burke.Episode 18 - Krissy Moehl, Liz Krasnow, and Sarah BurkeEpisode 19 - Max King Adventure Racing Deep Dive with Team Be...2024-02-051h 16

The Retirement SolutionSmall Business Exit Strategies: Are You Ready to RetireOwning a business is a passion project. So, what happens when you want to retire? In this episode, Jon explores the challenges and emotional nuances that come with considering an exit strategy. Drawing from personal experience as a small business owner himself, Jon’s speaks about the shift in mindset required when transitioning from the hustle of running a business to the prospect of retirement. Learn why having a sellable business is crucial and how to assess its true value. Jon also dives into the economic climate, emphasizing the urgency for small business ow...2024-01-3013 min

The Retirement SolutionStrategies For A “Tax-Smart” RetirementOn this episode, financial advisor Jon Hicks uses Shohei Ohtani’s landmark deal with the LA Dodgers to highlight the smart financial moves you can make to help better secure your future. Jon breaks down steps for individuals, small business owners, and professionals to help maximize savings and create a tax-smart financial strategy. Discover insights on tax-efficient planning and how understanding the tax code can be a game-changer. Learn how keeping more of what you've earned could be the key to your financial success. Visit RetirementSolutionRadio.com to connect with...2024-01-0912 min

Terry MeinersJohn Hicks of J. Hagan Capital talks maximizing your money now and in the futureJon Hicks, the Founder and CEO of J. Hagan Capital, came by the studio to talk about the importance of getting paid on time, receiving a paycheck in retirement, limiting taxes in retirement, the benefits of health savings accounts, and more...2024-01-0412 min

The Retirement SolutionNavigating Financial Horizons: Decoding Interest Rates & Market RealitiesThe stock market was up 8% in November. Some economists say it’s based on hope that interest rates will finally come down next year, but others argue that the market can keep going even with higher interest rates. On this episode, we hear from economist Ken Polcari who challenges the need for rate cuts, saying a 5% rate is sustainable. Drawing on personal experiences and historical mortgage rates, Jon paints a vivid picture of the market's resilience and the potential impact of fluctuating interest rates on investments. He continues by highlighting current alternati...2023-12-2613 min

The Retirement SolutionStrategic Financial Moves for Year-End Wealth BuildingIn this episode, financial advisor Jon Hicks delves into lesser-known opportunities, such as “backdoor Roth conversions,” highlighting the tax advantages and potential growth of converting after-tax dollars into a Roth 401(k), whether you're approaching retirement or are already retired. As Jon breaks down these complex financial strategies, he emphasizes the importance of understanding the rules and laws governing your money. Whether you're fine-tuning your retirement plan or starting from scratch, this episode provides actionable insights to help secure your financial well-being. Don't let the year end without exploring available financial moves. Connec...2023-12-1910 min

The Retirement SolutionDecoding Healthcare Costs in RetirementIn this episode, Jon Hicks unravels the complexities of healthcare costs in retirement. With alarming studies projecting substantial expenses, Jon dives into the numbers, dissecting the 90% chance that a 65-year-old couple needs nearly $300,000 in savings for healthcare coverage. Drawing from his own personal experiences of his father’s healthcare needs and costs, Jon addresses the genuine concerns retirees face when it comes to preserving their savings amid healthcare challenges. He emphasizes the need for a comprehensive approach, touching on protection, income strategies, tax efficiency, wealth transfer, and the evolving landscape of long...2023-12-1211 min

The Retirement SolutionThe Dangers of Blanket Advice: Can You REALLY Afford an 8% Withdrawal Rate IN RetirementIn this episode, Jon Hicks takes a sharp turn into the realms of financial etiquette and questionable advice, spotlighting the recent proclamation of a popular nationally syndicated personal finance radio host who said retirees should stay 100% invested in stocks and withdraw 8% of their portfolio each year—with no worries. Jon dissects why this advice is not only unrealistic but downright dangerous. From the fallacy of consistent 12% market returns to the volatile nature of equities, discover why a customized approach to retirement planning is crucial. Jon breaks down the math, debunking the myths...2023-12-0512 min

The Retirement SolutionNavigating Inflation: Defending Your Retirement Income in Uncertain TimesNew inflation numbers came in lower than expected. October's Consumer Price Index was 3.2%, down from September’s 3.7%, and the core CPI (which excludes food and energy prices) dropped one-tenth to 4.0%. Still, the numbers remain higher than the Fed’s goal of 2%. In this episode, financial advisor Jon Hicks shares insight on the intricate dance of preparing for your financial future amid the challenges of inflation, market risks, and the critical need for a sustainable income in retirement. As savers seek ways to create increasing income in retirement, to account for inflation, Ron Barr...2023-11-2813 min

The Retirement SolutionWhat’s Monopoly Got To Do With It? - Strategies To Increase Retirement SuccessFrom avoiding the "Browns," to building 3-story houses, there are real strategies to winning at Monopoly… and the same goes for your retirement plan. On this episode, Jon delves into ideas on real-world wealth-building and the importance of protecting that wealth from unnecessary taxes. He breaks down the complexities of the tax code and shares ideas to make it more accessible for listeners eager to safeguard their dollars. With potential changes in tax laws looming, Jon further emphasizes the need for a proactive approach. Uncover the secrets to paying the least amoun...2023-11-2113 min

The Retirement SolutionNavigating “Funflation”: Strategies for a Fulfilling RetirementJoin Financial Advisor Jon Hicks as he dives into the evolving landscape of retirement planning amidst "funflation." With the rising costs of experiences and entertainment, there's a new challenge in retirement — balancing the desire for fun with the need for financial security. From the surprising impact of inflation on everyday items to the skyrocketing prices of concert tickets, Jon discusses the tangible effects of “funflation” on retirees while sharing insight on how to enjoy the vibrant experiences you've dreamed of without jeopardizing the sustainability of your financial future. Learn about the concept...2023-11-1410 min

The Retirement SolutionInterview with David Foster and Katharine McPheeIn this episode of The Retirement Solution, Jon Hicks heads to Nashville to sit down for a great interview with one of the most powerful couples in music today. Sixteen-time Grammy award-winning musician, composer, and producer David Foster and his wife, acclaimed singer-songwriter, television and Broadway star Katharine McPhee recently joined forces on stage with the Nashville Symphony for an intimate performance of some of their most popular songs. Afterwards, they joined Jon backstage to discuss family, professional drive, and the legacy they hope to leave! Connect with Jon and his team at J Hagan C...2023-11-0907 min

The Retirement SolutionWhat Does The Inverted Yield Curve Mean For Your Retirement PortfolioIt doesn’t make sense when you can get a higher return for a 1-year bond than a 3-year bond, but that is what’s happening right now. It’s called an ‘inverted yield curve’ and it often signals a recession, which some say is still possible. So, what does that mean for a retiree's portfolio? In this episode of the Retirement Solution, Jon Hicks unpacks the complicated narrative of today’s economy. While the term "recession" has been swirling around, it hasn't fully materialized. Meanwhile, increasing life expectancies mean that locking in rates for three, five, or even...2023-11-0711 min

The Truth Shall Make Ye FretVoices of Discworld – with Marc Burrows and Jon CulshawThe Truth Shall Make Ye Fret is a podcast in which your hosts, Joanna Hagan and Francine Carrel, read and recap every book from Sir Terry Pratchett’s Discworld series in chronological order. This week, a special Double Feature (ooOOooh) featuring Marc Burrows and Jon Culshaw! We chat to Marc about the Edinburgh Fringe; his rave reviewed live show, The Magic of Terry Pratchett; and his ultra-exclusive Footnotes interviews.But wait, there’s more! Marc has very kindly shared the audio from his interview with voice actor extraordinaire Jon Culshaw, star of the Watch arc in th...2023-11-061h 23

The Retirement SolutionIf Target Date Funds (TDF's) Had Never Been Invented, Would Retirement Investors Be Better OffA new study from Morningstar looked at the performance of TDF's over the last 15 years and concluded: “If Target Date Funds had never been invented, and Vanguard and Fidelity had placed that money in a balanced fund, investors would be significantly wealthier today.” As you get closer to retirement, the TDF's in your accounts are supposed to move to more conservative investments. Yet, many lost significant amounts in 2022 because of the "bad" bond market. In this episode, Jon argues that Target Date Funds are inefficient, costly, and can bear the burden of things like...2023-10-3112 min

The Retirement SolutionTicking Tax Time Bomb: Strategies That May Reduce Your Taxes in RetirementAre you among the many Americans unaware of the tax consequences that may be looming within your retirement savings? In this episode, Jon discusses the importance of understanding the tax implications of your retirement savings. He highlights the issue of required minimum distributions (RMDs) from traditional IRAs and 401(k)s, and how they could push you into a higher tax bracket, but strategies like Roth conversions could help ease these burdens. For small business owners, landowners, and those contemplating the sale of assets, Jon discusses tax-saving strategies that may reduce your ta...2023-10-2412 min

The Retirement SolutionHow Can RMDs Create Opportunities In Your Retirement PlanAs we enter the year’s 4th quarter, it's time to think about Required Minimum Distributions (RMDs). With the age for RMDs shifting to 73, it's crucial to understand how these distributions play a role in your plan. What if there was a better way to handle these withdrawals? We hear from Morningstar’s Christine Benz who says for some, RMDs may actually present opportunities. Jon shares his thoughts on the idea, plus insight on strategies that may help mitigate their impact on your savings. Connect with Jon and his team at J Hagan Cap...2023-10-1710 min

The Retirement SolutionDon't Wait To Retire: Lessons From My FatherOn this episode of The Retirement Solution, Jon shares the personal story of his father who worked until he had a stroke at age 69. Personally, this experience taught Jon to live in the present and enjoy every moment he has with his family. Professionally, it has motivated him to help everyone he meets embrace the opportunities of retirement and understand how this new chapter can be filled with experiences, cherished moments, and personal fulfillment. Having helped nearly 2000 people navigate the complexities of retirement planning, Jon has a deep understanding of building plans that are not just...2023-10-1011 min

The Retirement SolutionLooking At Retirement Investments Through A University Endowment LensRecently, Jon had an opportunity to travel to Yale University and meet with two of the most respected individuals in the field of investing: Dr. Roger Ibbotson and Dr. William Goetzmann. Dr. Ibbotson, founder of Morningstar, has revolutionized how we think about investments and risk. His colleague, Dr. Goetzmann has done extensive research in alternative investments, hedge funds, and the risk-reward relationship. They are not only geniuses in their field, but now themselves are approaching retirement and understand the questions that many individuals have about investments in this next phase of lif...2023-10-0308 min

The Retirement SolutionLooking At Retirement Investments Through A University Endowment LensThe Wall Street Journal reports that many investors age 55 and up are putting most of their nest egg into the stock market, which could backfire if there was a major tumble, especially for older retirees. On this episode of The Retirement Solution, Jon Hicks talks about what you can learn by following the investment models of top university endowments. These endowments have to spend money every year, regardless of what the market does (much like you’ll need to do after you leave the working world), so they have much experience in protecting their downside and ge...2023-09-2612 min

The Retirement SolutionAre The Market And Economy No Longer Connected? Changing Your View On Stocks For RetirementNowadays the choices on everything from home renovations to investment options seem endless, which can trigger “analysis paralysis” for many. On this episode of The Retirement Solution, Jon dives into the complexities of modern decision-making. As the financial landscape constantly changes, even traditional indicators may no longer apply. Financial analyst Eddie Gabor, sheds light on how the market's behavior can sometimes defy economic logic and emphasizes the need for caution in uncertain times. To help navigate these waters, Jon shares more on insured indexing which could help protect your downside while giving you upside p...2023-09-1912 min

The Retirement SolutionAre Phantom Income Taxes Haunting Your Retirement PlanOn this episode of The Retirement Solution, Jon delves into financial strategies that may help safeguard your retirement income from surprising taxes. Discover how seemingly harmless choices can inadvertently push you into higher tax brackets, costing you thousands. Jon explains how “bracket bumping” and "phantom income tax" could be hiding your accounts and eroding your savings, while offering ideas on alternatives to tax-inefficient mutual funds and strategies to avoid these pitfalls. Ready to optimize your retirement income plan? Connect with Jon and his team at J Hagan Capital and get started today!...2023-09-1211 min

The Retirement SolutionIntuition vs. Strategy in Retirement PlanningMatt Damon and Ben Affleck’s movie “Air” revolves around Nike's audacious risk in 1984 to build a shoe line around an unknown NBA rookie, Michael Jordan… the story prompts a thought-provoking question: “How much should you rely on intuition when designing your retirement plan?” On this episode of The Retirement Solution, Jon looks at the dynamics of investment intuition versus mathematical strategy. Noting the distinction between intuition in business decisions and the emotion that often drives some to make poor investment decisions, Jon points out the importance of relying on mathematical strategies when planning for retirement....2023-09-0513 min

The Retirement SolutionJunk Fees Are Everywhere, But May Be Hitting Your 401(k) HardestCollege 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 retirement savings. Financial advisor, Jon Hicks uncovers some surprising truths behind hidden fees that may be eating away at your retirement savings while revealing the detriment...2023-08-2911 min

The Retirement SolutionShould You Max Out Your 401(k): Navigating the Complexities of Retirement Savings AccountsOn 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 retirement savings. From understanding employer matches to making informed decisions about tax-deferred and tax-free investment vehicles, Jon shares actionable advice to help you make the most of your retirement journey. At ...2023-08-2110 min

The Retirement SolutionAvoiding Retirement Assumptions: Expert Tips for Secure Financial FuturesA 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, especially when it comes to their 401(k)s. Jon breaks down the complexities of retirement planning into actionable steps that empower you to make more informed decisions for a financ...2023-08-1414 min

The Retirement SolutionJon and Gary LeVox talk “family financial lessons,” plus planning for long-term careOn 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 spouse, children, and family. At J Hagan Capital , Jon and his team can help you discover options that may fit into your overall retirement plan to alleviate the mental and financial burdens of long term...2023-08-0715 min

The Retirement SolutionJon Hicks Interviews Gary LeVoxFinancial 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!2023-08-0504 min

The Retirement SolutionTaylor Swift will likely work a long time; You may do the same but for different reasonsEven 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 down, and she’s not alone. The reasons for most who plan to continue working, however, are unfortunately different from Swift’s… Many Americans plan to work longer because they don’t think they’re financially...2023-07-3113 min

The Retirement SolutionMany investors 55 and up are putting most of their nest egg in the market, which could backfireOn 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 most of their nest egg into the stock market, which could backfire if there’s a major tumble… The reasons for the stock-heavy portfolios are the need to “catch up” and the feeling...2023-07-2410 min

The Retirement SolutionWhat if the recent big market rally is followed by a big collapse?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 talks about investment options you may have while working to make sense out of all the mixed market signals and opinions you’re hearing. Connect with ...2023-07-1714 min

The Retirement SolutionAre you paying the least amount in taxes that you’re legally required to pay?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 on your taxes throughout the year. On the other hand, if you end up owing money when you file y...2023-07-1013 min

The Retirement SolutionCurrent High Interest Rates Have Actually Created New Investment Options, Take Full Advantage For Your Retirement Income PlanThe 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, right now, thanks to the higher interest rates. Plus, Jon points out economic similarities he’s noticing between the current climate and the climate that was leading up to the dot com cra...2023-06-2612 min

The Retirement SolutionYou Should NOT Need To Be Talked Into Enjoying Your Retirement MoneyEven 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 to spend your money? Jon and his team at J Hagan Capital can help you build an income plan for your retirement to help you spend with confidence.See o...2023-06-1911 min

The Retirement SolutionIt’ll Take More Than A Few Wipes To Get The “Dirt” Out Of Your Retirement Savings PlanYou 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 their retirement savings. How do you find hidden filth in your savings? Jon and his team can help you look where you didn’t know to look before. Vis...2023-06-1211 min

The Retirement SolutionWould You Clean Prison Toilets In Exchange For Never Having To Pay Taxes AgainWhat 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 Jon and his team J Hagan Capital where they can help you create a tax strategy for your retirement…one that does not include cleaning toilets.See omnystudio.com/listener for p...2023-06-0510 min

The Retirement SolutionCash WAS Trash, But Is It Now Better Than Stocks Or Bonds? Keeping Up With The Constantly Changing Rules Of InvestingBillionaire 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 options may work in your retirement plan. Start the conversation with the team at J Hagan Capital today by visiting RetirementSolutionRadio.com.See omnystudio.com/listener for privacy information.2023-05-2909 min