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Episode 58 — What It Means to Have Your Own Financial Family — With Charlene Nelson
Do you have your own financial family to help you plan for a happily-ever-after retirement?
In this episode, Charlene Nelson, a client servicing specialist at The Retirement Solution (TRS), discusses the support she offers clients that goes beyond the ca…
How to weather any financial market downturn
[vc_row][vc_column][vc_column_text] Any market drop can cause anxiety and fear in even the most savviest of investors. When market downturns happen, you can expect a lot of fear-inducing headlines that can scare consumers into making quick financial decisions. It can...
Retirement expenses: Top 7 money wasters
[vc_row][vc_column][vc_column_text] This may come as a surprise, but you might not have unlimited funds once you retire. You may have saved plenty of money, but there is a chance that it may run out during retirement. Therefore, it’s wise to eliminate certain...
Episode 57 —Your Solutions to the SECURE Act’s Biggest Changes
Now that the SECURE Act is in motion, have you considered what changes you need to make to your retirement accounts and the other pieces of your retirement plan?
In this episode, Tyler Lively, a financial planner at The Retirement Solution, explains how …
Episode 56 — More Than a Fairytale: How We Help People Retire Happily Ever After
Your dream of retiring doesn’t have to be just a fairytale. Take it from the thousands of clients that we’ve helped achieve their happily ever after.
In this episode, Matt Perrone, a financial planner with The Retirement Solution (TRS), shares stories a…
How to keep your retirement accounts from being hacked
[vc_row][vc_column][vc_column_text] According to the American Institute of CPAs, 8 out of 10 Americans are concerned that financial institutions and other businesses may not be able to safeguard their personal information. Unfortunately, just being concerned...
Episode 55 — What to Do If You Have a Heavily Concentrated Position in Real Estate
Do you ever feel trapped by your real estate investments? Maybe you’d like the freedom to travel, but you’re burdened by rental properties that demand regular maintenance.
In this episode, Mike Whitmore, a financial planner with The Retirement Solution …
2020 Retirement account contribution limit increase and why it matters
[vc_row][vc_column][vc_column_text] Did you hear the good news? The IRS increased individual and group retirement account contribution limits this year. Every year the IRS will consider a cost-of-living adjustment and determine if they will increase retirement...
Episode 54 — Clearing up the Misinformation Surrounding Annuities
Considering all of the misinformation that surrounds annuities, are you unsure of whether to use this investment type?
In this episode, Jim Black shines light on the features of annuities and walks you through their advantages and disadvantages. This is …
Should you worry about your credit score in retirement?
[vc_row][vc_column][vc_column_text] Wealth preservation is often top of mind for people in or approaching retirement. You have likely worked to build good credit and properly manage your finances for several years. Having a good credit score in retirement is...
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