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 tear, unexpected costs are bound to happen. To afford these…
DetailsIs 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…
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 take advantage of some of the tax benefits that come with each. Both accounts are federal government programs…
DetailsCaring 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 more than one person, according to a report from AARP. As the number of…
DetailsDid 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…
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…
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 distribution from your 401(k) or another employer-sponsored retirement plan. However, there’s a lot to consider before you…
DetailsMany 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 their retirement will look like, here are 10 things you should put on…
DetailsCan 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…
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…