Is early retirement right for you? Consider these things first
Before you clock out for the last time and head for Boca Raton, we want to share some important information with you about retiring early. Early retirement may sound…
DetailsEpisode 49 – How to Talk to Your Parents About Money — With Cindy Mueller
Money is one of the hardest things to talk about in any generational gap. But with the right preparation, you can carry this conversation with sensitivity and grace.
Today, Cindy Mueller explains when and how to have that important money conversation wit…
Types of financial professional designations and certifications: What you should consider when selecting an advisor
With all the financial designations and certifications available, it may be a bit of a challenge to decipher what each credential means. When dealing with your finances, you want to…
DetailsEpisode 48 — Forced Into Retirement? Here Are Your Options
Whether they’ve been let go or offered a hefty compensation package to leave, even people who are close to retirement age can find themselves jobless. That leaves one big question: Should you retire now or get a new job?
Today, Jim Black shares how he …
How to painlessly downsize your lifestyle for retirement
When you first started building your family, career, and lifestyle, you may have dreamed of owning a large home and filling it with all the things you’d always dreamed…
DetailsEpisode 47 — Financial Advice for Your Younger Self
With finances or just life in general, there’s a benefit to looking back and considering what we could have done differently. We can even use what we’ve learned to help others avoid the same mistakes.
Today, Tyler Lively, CFP® and Ryan Litchfield reveal …
6 Ways to Minimize Your Taxes as You Retire
As you inch toward retirement, it’s important to maximize your retirement savings. One thing you can do to maximize your nest egg is to identify ways to minimize your…
DetailsEpisode 46 — Let’s Talk Planner to Planner — With Tyler Lively and Ryan Litchfield
One advantage of having multiple financial planners under one roof is that they’re able to bounce ideas off one another to make the client experience the best it can be.
Today’s episode features two of The Retirement Solution’s planners, Tyler Lively and…
Part-time jobs in Retirement
If you’re looking to expand your skill sets or meet new people, there are so many exciting frontiers to explore in retirement. After consulting with your financial planner or…
DetailsEpisode 45 — Planning for the Three Phases of Retirement
There are three phases of retirement: the go-go phase, the slow-go phase, and the no-go phase.
How you plan for your retirement will greatly affect how you live out each phase. That’s why today Jim Black is taking a deeper dive into each stage of retirem…