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Episode 92 -The Financial Aspect of Bereavement with Cindy Mueller
While bereavement means losing something significantly meaningful, like a job or connections pre-retirement, bereavement also means losing and facing the passing of a loved one.
In this episode, The Retirement Solution’s Cindy Mueller breaks down every…
How a Bereavement Checklist Can Help You Grieve and Save Money
[vc_row][vc_column][vc_column_text] I sometimes have the responsibility of coaching my clients through the very sad process of closing accounts and tying up financial loose ends when a spouse dies. There’s a to-do list of official tasks, paperwork and financial...
Episode 91 – Father’s Day Special: Retiring as a Father and Grandfather with Matt Perrone
What does fatherhood mean to you?
How do you envision your retirement years as a father, grandad, or father figure?
In this Father’s Day special, The Retirement Solution’s Matt Perrone explains financial and life coaching considerations you must know as …
How to Achieve Your Retirement Dreams in This Insane Real Estate Market
[vc_row][vc_column][vc_column_text] My clients and I will often discuss real estate as we plan for their retirement, and that conversation has become more frequent—and way less predictable—this year. The stories we’re all hearing about a global real estate...
Episode 90: Exploring The Path of Charitable RMDs & Gifting – With Shane Perry
In simple words, a charitable Required Minimum Distribution is still an RMD but the only difference is that you are also directing it to a charity.
In this episode, The Retirement Solution’s associate planner, Shane Perry sheds some light on all things c…
Why Kayaking Can Be the Perfect Retirement Hobby
[vc_row][vc_column][vc_column_text] I’m here to help my clients get the most out of their retirement. That goes beyond saving and spending money. It’s about finding ways to enjoy free time, connect with loved ones, gain new perspectives and spend money, too....
Episode 89 – Remember to Retire in Retirement – With Tom Black
A fulfilling retirement requires two things: A financial strategy you are comfortable with and a bucket list of things you can do.
Would you agree?
Today, The Retirement Solution’s president and lead financial planner, Tom Black, discusses everything…
Six Common Issues That Can Cause Stressful Inheritance Disputes
[vc_row][vc_column][vc_column_text] Let’s be honest: Estate planning is not a fun topic to dig into. It’s basically planning for when you’re incapacitated or dead. But it’s even less fun to talk about messy estate planning after the fact, when heartache and...
Episode 88 – Navigating the Path of Estate Planning Documentation – With Shane Perry
Estate planning is not only for the wealthy. Instead, it’s for anyone who wants their assets and finances to be taken care of (according to their wishes) when they pass away.
One way to do this is through estate planning documents, and that’s exactly …
How to Determine Your Risk Tolerance
[vc_row][vc_column][vc_column_text] Investors are constantly keeping tabs on the market, but it’s just as essential to take stock of themselves. Knowing your risk tolerance can make the difference between a smart investor and a sorry investor. Relying on your...
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