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Episode 53 — How to Plan for Retirement in the Midst of Life Transitions
Whether you win the lottery, inherit a large sum of money, or suddenly lose your job, the result of this new life transition will affect your finances.
Today, Jim Black shares how he and The Retirement Solution team assists clients through life’s transi…
How to Plan for Your Financial Future When You’re a Part of the Sandwich Generation
[vc_row][vc_column][vc_column_text] Imagine reaching retirement age only to find you have little to nothing left because you gave it all to others. Proper financial planning and goal setting will help ensure you can retire on your terms. It’s easy to allow...
Episode 52 — Can I Increase My Odds of Living Happily Ever After By Attending A Class?
Not everyone needs a financial planner, but we do all have questions like, “Will I be okay in retirement?” “When should I start collecting Social Security?”
Today, Tom Black shares how he, and The Retirement Solution’s team, partner with the American Fin…
What should you do with your old 401(k)?
[vc_row][vc_column][vc_column_text] When you transition into a new role or position, there are a lot of questions that may arise. Whether you are venturing into a new career path or your company was acquired by a larger firm, many employees are filled with...
Episode 51 – How to Talk Money With Kids: Part 2
Your children will never be too old to hear your financial advice; the secret is in knowing the right way to pass it along to them.
In part two of his mini-series, Jim Black discusses how to talk to your adult children about money. There’s a delicate bal…
7 Reasons you should consider firing your financial planner
[vc_row][vc_column][vc_column_text] Break-ups are hard. But, generally speaking, they are for the best. This is especially true when it comes to the financial professionals in your life. If the financial professional you partner with isn’t helping you reach...
Episode 50 – How to Talk Money With Kids: Part 1
It’s never too early to start talking to your kids about money.
Today, Jim Black sheds light on ways to get an early start on discussing finances with your children. From allowance to chores to buying the next hot toy, Jim shares ideas and experiences th…
Is early retirement right for you? Consider these things first
[vc_row][vc_column][vc_column_text] 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 intriguing, but have you considered every detail? Assuming...
Episode 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
[vc_row][vc_column][vc_single_image image="3595" img_size="large" alignment="center"][vc_column_text]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...
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