Your Retirement Solution Podcast
Episode 36 — Meet The Retirement Solution Family — With Director of First Impressions, Lorena Epstein

Episode 36 — Meet The Retirement Solution Family — With Director of First Impressions, Lorena Epstein

June 12, 2019

When you walk in the door at The Retirement Solution, the smiling face that is always waiting to welcome you is none other than Lorena Epstein.

As the director of first impressions, Lorena is all about making clients feel at home and ensuring they have a positive experience. Today, Lorena shares more about why she loves what she does and how her values and interests carry over into her personal life.

In this episode, you’ll learn:

  • Why the job posting for Director of First Impression caught Lorena’s eye
  • How she makes clients feel at home when they visit TRS’ office
  • How Lorena likes doing puzzles both in and out of the office
  • What she would do with all the money in the world
  • And more!

Tune in now to learn about Lorena and how she helps make The Retirement Solution feel like your home away from home!

Resources:  The Retirement Solution Inc.

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Episode 33 - Meet the Retirement Solution Family—With Financial Planner Mike Whitmore

Episode 33 - Meet the Retirement Solution Family—With Financial Planner Mike Whitmore

June 5, 2019

Mike Whitmore has experienced the life-changing effects of working with The Retirement Solution first-hand as a client.

Now, Mike is part of The Retirement Solution’s team as a financial planner and helps change lives every day. Mike makes a special appearance in today’s episode to share more about his background, his interests, and the transformative work he does at TRS.

In this episode, you’ll learn:

  • How Mike came to join The Retirement Solution family
  • Why family is so important to him
  • Why Mike believes that time can be more important than money
  • What success means to him
  • And more!

Tune in now to meet another passionate member of The Retirement Solution’s team, Mike Whitmore!

Resources:  The Retirement Solution Inc.

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Episode 35 — Meet The Retirement Solution Family — With Lead Associate Planner, Kyle Irion

Episode 35 — Meet The Retirement Solution Family — With Lead Associate Planner, Kyle Irion

May 29, 2019

At The Retirement Solution, Kyle Irion plays a dual role.

From serving clients on the front-end as a lead associate planner to working behind the scenes to ensure that clients are well taken care of, Kyle helps out in many ways at The Retirement Solution. Today, Kyle shares a bit more about who he is, what he does, and why.

In this episode, you’ll learn:

  • How Kyle went from studying law to working in finance
  • What Kyle does at The Retirement Solution as their lead associate planner
  • What activity Kyle discovered a passion for after moving to Seattle
  • Why one of his mantras is, “What would you do if you weren’t afraid?”
  • And more!

Tune in now to learn more about Kyle and how he helps The Retirement Solution clients achieve their happily ever after!

Resources:  The Retirement Solution Inc.

Episode 34 — Addressing Common Retirement Concerns —With Tyler Lively

Episode 34 — Addressing Common Retirement Concerns —With Tyler Lively

May 23, 2019

The Retirement Solution aims to be the last advisor you will ever need to work with to achieve your happily-ever-after retirement.

Today, financial planner Tyler Lively is pulling back the curtain at The Retirement Solution to showcase how exactly they help clients tackle their retirement concerns and get the retirement they’ve always dreamed of.

In this episode, you’ll learn:

  • Which retirement-question clients ask most often
  • How The Retirement Solution team cultivates trusted, not transactional, relationships
  • Why Tyler always aims to provide clients with options
  • How Tyler and his team work healthcare costs into their written retirement plans
  • And more!

Tune in now to learn more about the work Tyler does and how he helps address clients’ retirement concerns!

Resources:  The Retirement Solution Inc.

Episode 32 - Meet The Retirement Solution Family — with Marketing Lead, Monica Palmer

Episode 32 - Meet The Retirement Solution Family — with Marketing Lead, Monica Palmer

May 15, 2019

If you attend one of The Retirement Solution’s community events, you might be lucky enough to run into Monica Palmer.

As The Retirement Solution’s marketing lead, Monica is dedicated to supporting clients through all of life’s events and educating different communities about retirement planning. In this episode, find out more about Monica’s role and who she is as a person.

In this episode, you’ll learn:

  • How Monica became The Retirement Solution’s marketing lead
  • What she would do differently if she had an infinite amount of money
  • How Monica defines success
  • Why she has taken on the mantra: “I can't do everything and do anything well”
  • How Monica’s ability to pivot ties in with her proudest achievement
  • And more!

Tune in to learn more about Monica, the creative and caring force behind this firm’s events!

Resources:  The Retirement Solution Inc.

 

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Episode 31 — Goal Planning for 2019

Episode 31 — Goal Planning for 2019

May 8, 2019

Episode 31 — Goal Planning for 2019

When looking back at 2018, do you feel you were properly prepared to deal the year’s challenges? Did you end up spending more than you needed to?

Today, Jim Black discusses why it’s important to set financial goals for the coming year, and what he recommends his clients do when planning for 2019.

In this episode, you’ll learn:

  • What you should look at when setting new financial goals for 2019
  • The impact the new tax laws can make on your plan
  • How planning to do the things you’ve always put off can benefit you in the long run
  • Why you should plan for the unexpected
  • And more!

Tune in now and start the new year right by taking control of your financial happily ever after!

Resources:  The Retirement Solution Inc.

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Episode 30 - Meet the Retirement Solution Family — with Associate Planner, Matt Perrone

Episode 30 - Meet the Retirement Solution Family — with Associate Planner, Matt Perrone

April 3, 2019

Sometimes, visiting a financial planner can feel like seeing a doctor who’s only looking to prescribe a standard fix for your problems. At The Retirement Solution, associate planner Matt Perrone likes to bring a more warm-hearted approach to clients, and dig a little deeper into their personal needs.

Today, Matt shares more about who he is and why he’s passionate about his job, discussing:

  • His favorite part of his job at The Retirement Solution
  • His personal, historical and fictional heroes
  • His proudest achievement
  • What he would do if he became a millionaire
  • The book he recommends to friends, family and clients
  • And more!

Tune in now and get to know Matt and why he’s such a valuable member of The Retirement Solution family!

Resources:  The Retirement Solution Inc. | Matt Perrone’s Bio

Episode 29 - Meet the Retirement Solution Family — with Financial Planner, Tom Black

Episode 29 - Meet the Retirement Solution Family — with Financial Planner, Tom Black

April 1, 2019

Although Tom Black graduated with the same degree as his brother, Jim Black, Tom never felt a desire to pursue a career in financial services.

This all changed, however, when Tom suddenly found his passion for helping others after editing Jim’s book, ‘Happily Ever After: Retirement Doesn't Have to be just a Fairytale.’

In this episode, Tom shares more about who he is, discussing:

  • How a career change led him to the best job he’s ever had
  • Why his brother’s book was such a great inspiration for him
  • Why he’s passionate about helping others
  • The book he recommends to all his friends and clients
  • And more!

Tune in now to find out what makes Tom an extraordinary Financial Planner for his clients!

Resources:  The Retirement Solution Inc.

Episode 28 - 11 Questions You Should Ask Your Financial Advisor

Episode 28 - 11 Questions You Should Ask Your Financial Advisor

April 1, 2019

If you haven’t done so already, it’s time to put your retirement advisor to the test.

Does your advisor have the skills needed to create a customized plan for your dream retirement? Today, Jim Black answers 11 questions that will help you find out.

In this episode, you’ll learn:

  • Why Jim believes that investing is about time, not timing
  • What credentials to look for in a financial adviser
  • Why starting to collect Social Security right away is the best move for some people
  • What the most important question to ask your advisor is — and why it matters
  • And more!

Tune in now to learn how you can find an advisor who will help guide you towards your happily-ever-after retirement!

Resources:  The Retirement Solution Inc.

 

Episode 27 - Meet The Retirement Solution Family—with Financial Planner Tyler Lively

Episode 27 - Meet The Retirement Solution Family—with Financial Planner Tyler Lively

February 21, 2019

The Retirement Solution family is made up of an amazing team who are all dedicated to making retirements dreams come true.

In this episode, you’ll get to meet one of their financial planners Tyler Lively! Tyler is passionate about helping retirees discover how much money they can spend each month for the rest of their lives.

In this episode, you’ll learn:

  • The impactful moment clients often experience while planning with The Retirement Solution that makes Tyler love his job so much
  • Why he enjoys having an interactive partnership with clients
  • What Tyler enjoys doing when he’s not in the office—and some things most people don’t know about him
  • Why he keeps a “treasured moments” journal
  • And more!

Tune in now to learn more about Tyler Lively and why he’s a great fit at The Retirement Solution!

 

Resources:The Retirement Solution Inc. | Tyler Lively’s Bio