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Considering an early retirement withdrawal? Read this first
[vc_row][vc_column][vc_column_text] No matter how hard we try to avoid unexpected costs, it often seems as though they are hiding behind every corner. Whether it’s the middle of the summer and your HVAC goes out or your roof caves in after 12 years of wear and...
Episode 68 – Investing 101 – With Matt Perrone
Is there a secret formula that suggests how much money you should invest?
In this episode, Matt Perrone discusses the top financial planning considerations you should have when thinking of investing.
In this episode, you will learn:
The difference…
HSA vs. FSA: What’s the difference?
[vc_row][vc_column][vc_column_text] Even for the healthiest individuals, healthcare can be expensive. While your health insurance may cover some of the costs, you may want to consider opening a Health Savings Account (HSA) or Flexible Spending Account (FSA) to...
Best resources for caregivers caring for aging adults
[vc_row][vc_column][vc_column_text] Caring for your aging parents is a huge undertaking. Many Americans are faced with the task of caring for their loved ones as they age. About 53 million Americans care for their parents with 24% of those caregivers caring for...
Episode 67: Seven Common Mistakes to Avoid Making with Your Retirement Money
Did you know that the number one mistake pre-retirees make heading into retirement is not having a plan?
In this episode, Jim Black tackles the seven most common mistakes to avoid when it comes to saving for retirement and shares tips that should be cons…
Episode 66: The Importance of Teamwork in the Financial World – with Ryan Litchfield
Did you know that collaboration is a vital component in financial organizations?
In this episode of The Retirement Solution Podcast, Ryan Litchfield from The Retirement Solution explains the different aspects of the firm’s team while highlighting the rol…
Hardship distribution: When it’s okay and not okay to use one
[vc_row][vc_column][vc_column_text] Sometimes, life doesn’t go according to plan. You may have damages to your home, large medical bills, or other financial hardships that require extra cash. One solution to getting access to fast-cash is to take a hardship...
Retirement bucket list: 10 Things to do before retirement
[vc_row][vc_column][vc_column_text] Many people have bucket lists of things they want to do before they die. However, it’s just as important to make sure that you have some things sorted out before you retire, as well. While everyone has different ideas of what...
Episode 65: How To Leave Assets to Your Family, Not to the Government
Can you confidently say that you have a solid estate plan and that you are certain who will get your assets when you pass?
In this episode, Jim Black shares insights and client examples to illustrate the importance of having the tough conversations and t…
Episode 64: Is Semi-Retirement the Key to a Happy Retirement?
How will you spend your time once you’re retired?
In this episode, Tom Black explores the idea of working after retirement. He reveals why many people choose to continue working and how it could impact their retirement plan. Listen in to discover the fin…
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