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Episode 82 – Tax Return Optimization Strategies – Shane Perry
It’s no secret that we all want to save on taxes. Never to evade them, but to have confidence that we never pay more than we legally owe.
Would you agree?
In this episode, The Retirement Solution’s Shane Perry not only reviews his career journey at the …
Demystifying the Retirement Planning Process
[vc_row][vc_column][vc_column_text] If you’re within 1-5 years of walking out the door after getting the last paycheck you’re ever going to get, then you’re probably a little curious about what the retirement planning process looks like, and have even given a...
Episode 81 – A Comprehensive Look at Our Planning Process – With Mike Whitmore
When you near retirement, you need to look at things differently. It’s like having a different strategy in the second half of a football game!
Today, Mike Whitmore explains how our planners at The Retirement Solution help folks create just the right plan…
Prepare for a financial emergency with these simple tips
[vc_row][vc_column][vc_column_text] If the Coronavirus global pandemic has taught us anything, it’s that you can never be too prepared for the unexpected. From severe illness to divorce to job loss, unwanted surprises can occur at any time, to anyone. Fortunately,...
Episode 80 – Learning Lessons from 2020: Implementing Financial Changes in 2021 with Cindy Mueller
It’s no secret that 2020 was a year full of lessons, especially from a health and financial security point of view.
In this episode of Your Retirement Solution Podcast, CFP® and Tax Advisor, Cindy Mueller, explains how reflecting upon 2020 can help peopl…
COVID-19 impacting your career? Here ’s how to pivot
[vc_row][vc_column][vc_column_text] The COVID-19 pandemic has substantially impacted many Americans’ careers. In fact, according to the recent Harvard National Report, since the beginning of the COVID-19 outbreak, 46% of U.S. households report many adult...
Episode 79 –A Look Back at 2020 and Financial Projections for 2021. Are you prepared?
With a fresh, new year just around the corner, what’s your 2021 financial planning picture looking like?
In this episode of Your Retirement Solution Podcast, Jim Black not only reviews how 2020 impacted the stock and financial markets, but he also discus…
Episode 78 – Beware of Variable Annuities – With Mike Whitmore
Believe it or not, annuities have been around since Roman times.
Back then, and depending on how many battles individuals survived, they would qualify for pensions or annuities from the Roman government.
In this episode of Your Retirement Solution Podca…
Episode 77 – What Are You Grateful For?
While money is important, remember, money isn’t everything.
Join this episode of Your Retirement Solution Podcast as Jim Black discusses the benefits of being grateful, and how he weaves this quality into the planning process when working with his client…
Roth Conversion: Should You Convert Your IRA?
[vc_row][vc_column][vc_column_text] Financial experts often recommend including a Roth IRA in your retirement plans. Even if you don’t currently have a Roth IRA account, it’s not too late. You might still be able to capitalize on the benefits of this account...
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