Your Retirement Solution Podcast
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

Episode 26 — The ABCDs of Medicare with Neal Phipps

Episode 26 — The ABCDs of Medicare with Neal Phipps

February 6, 2019

In today’s episode, The Retirement Solution’s Cindy Mueller is joined by Medicare Healthcare Advisor Neal Phipps to break down the alphabet soup that is Medicare.

In an episode packed with useful information, Cindy and Neal cover the most common Medicare questions they encounter, which includes:

  • The difference between Medicare Advantage plans and Medigap
  • How to transition from private health insurance to Medicare
  • What makes up parts A through D of Medicare
  • When you should enroll in Medicare
  • And more!

Tune in now for a Medicare crash-course and learn how to choose a plan that is just right for you.

 

Resources:  The Retirement Solution Inc. | Neal Phipps: (425) 985-1865 | npphipps@gmail.com

Episode 25 - Meet The Retirement Solution Family with COO Carin Sevigny

Episode 25 - Meet The Retirement Solution Family with COO Carin Sevigny

December 26, 2018

When you work with The Retirement Solution, you work with an entire family. Given their all-hands-on-deck approach, it seems only natural for The Retirement Solution to shine a spotlight on their amazing team members.

Today you will meet Carin Sevigny, The Retirement Solution’s chief operating officer. Carin shares how she came to work for The Retirement Solution and what her role as COO entails.

Here’s what you will learn about in this episode:

  • Carin’s passion for helping others to learn and grow
  • How and why Carin left the hospitality industry to working in the finance industry
  • Why she clicked with President and CEO Jim Black’s mandate right away
  • Details about her plans to become a CERTIFIED FINANCIAL PLANNER™
  • Carin’s definition of success
  • Carin’s greatest accomplishment
  • And more!

Tune in now to meet Carin and learn about the role she plays in helping clients’ retirement dreams come true.

Resources: The Retirement Solution Inc. | Carin Sevigny’s Bio

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Episode 24 - How to Avoid Outliving Your Money

Episode 24 - How to Avoid Outliving Your Money

December 12, 2018

With the advancement of technology and medicine, we’re now living longer than ever. As you plan out your life, are you considering how long you might actually live? Most people aren’t considering their own longevity.

In this episode, Jim Black discusses longevity risk: the risk of outliving your money. From long-term medical expenses to recessions and rising taxes, Jim outlines some of the factors you should be considering in case you live longer than expected.

Listen now as Jim explains how you can properly plan for longevity risk, so you can feel confident that living a long, healthy life won’t break the bank.

Resources: The Retirement Solution Inc.

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Episode 23 - Are You Too Emotionally Attached to Your Stocks?

Episode 23 - Are You Too Emotionally Attached to Your Stocks?

November 26, 2018

Why are people so passionate about holding onto certain stocks?

In today’s episode, Jim Black explores the emotional side of investing and the risks that come with becoming too attached to your stocks.
Investing in stocks can be a great way to accumulate the income you need and want for the rest of your life. But if you become too emotionally connected to your stocks, you could lose sight of their purpose and risk losing your happily ever after.

Tune in and learn about the two types of emotional attachments that Jim observes with clients, why these attachments are concerning, and the questions we all need to ask ourselves about the stocks we own.

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Episode 22 -  Part Two: Financial Planning Process

Episode 22 -  Part Two: Financial Planning Process

November 5, 2018

Jim Black is back with part two of his mini-series: The Financial Planning Process. In part one, Jim outlined the technical aspects of the planning process, but part two is all about the emotional facets.

Jim has retired hundreds and hundreds of clients, so in a way, he has retired at least 200 times.

Tune in as he describes what it’s like to help clients reach that finish line and retire. Jim also covers the emotional-based questions he asks clients to help them prepare for retirement, explains how financial planning has changed for the sandwich generation, and shares his secrets to staying motivated.

Listen in and learn about Jim Black’s strategies for helping clients live their happily ever after in retirement.

The Retirement Solution Inc.: http://theretirementsolution.com/ | Episode 21 - Part One: The Financial Planning Process