What happens when nonstop headlines collide with your retirement plan? Jon Hicks breaks down the noise and explains how to navigate a year filled with predictions, volatility, and economic uncertainty. From stress‑testing your portfolio to preparing for inflation, he shares practical ways retirees can stay grounded when markets swing and emotions surge. With real client stories and clear explanations, this episode shows how structure, risk awareness, and thoughtful planning can help retirees focus on what they can control—no matter what the news cycle brings.

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This episode opens with a striking look at why 2026 may be the year to take action on your financial future. Pulled from this past weekend’s radio show, Jon Hicks breaks down the newest tax changes, catch‑up contribution rules, and strategies for building “forever assets” that can help support your retirement goals. Heather Branch joins John to explore practical steps for planning income, reducing tax exposure, and understanding the five key ingredients of a solid retirement recipe. A sharp, informative conversation designed to help listeners navigate an evolving financial landscape.

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What if one extra dollar of income could cost you thousands in retirement? Jon Hicks breaks down how tax brackets, deductions, Medicare surcharges, and Roth rules create “tax cliffs” that can dramatically impact retirees. He explains why managing where your income comes from may matter more than how much you withdraw, and how strategic income choreography—year by year—can influence deductions, Social Security taxation, and long‑term flexibility. It’s a clear, practical conversation for anyone navigating the complexity of retirement tax planning.

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What if the secret to a stronger financial future starts with thinking like both a pessimist and an optimist? In this past weekend’s radio show, Jon Hicks breaks down why balancing caution with confidence may shape the way you save, invest, and plan for the years ahead. From inflation and healthcare costs to managing volatility, tax thresholds, and rebalancing, this episode explores how everyday decisions reflect long‑term priorities. Featuring relatable stories, practical frameworks, and a fresh mindset for entering 2026, this conversation helps listeners rethink how they approach retirement planning.

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Feeling like your Roth conversions aren’t keeping up with a soaring market? Jon Hicks breaks down why “treadmill” moments can actually signal that your strategy is working. From tax‑bracket thresholds to asset‑selection decisions, he explains how conversions fit into a bigger conversation about rising tax pressures, government debt, and long‑term planning. With real‑world examples and insight into how in‑house CPAs and tax attorneys shape strategy, this episode helps listeners understand the mechanics behind shifting assets into more tax‑efficient positions.

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What if the biggest retirement mistake happens after you stop working? In this episode, Jon Hicks breaks down why many retirees struggle—not from lack of savings, but from not knowing how to turn those savings into sustainable income. He explores the “descent down the mountain,” outlining the three essentials every retiree must understand: knowing your monthly number, identifying reliable income sources, and managing taxes wisely. A clear look at how structure—not guesswork—shapes a more confident retirement journey.

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A warning from financial history sets the stage as Jon Hicks dives into what today’s AI‑driven market surge may really mean. In this episode from this past weekend’s radio show, Jon breaks down why comparisons to 1929 are resurfacing, how interest rates shaped 2022’s downturn, and why the frenzy around artificial intelligence could signal more than simple innovation. He also unpacks retirement realities — from early exits to income planning, tax strategy, and building a durable distribution plan. A fast‑moving, insight‑packed conversation for anyone navigating today’s unpredictable financial landscape.

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Is your retirement income plan stuck in the past? Jon Hicks explores why outdated financial strategies can cost you more in taxes and missed opportunities. Discover how evolving investment options, personalized planning, and smart tax moves can help you keep more of what you’ve earned and adapt to today’s retirement landscape.

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