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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...
Episode 87 – Health, Wellness, and Fitness in Retirement – With Cindy Mueller
How do you envision your overall health and wellness in retirement?
Well, believe it or not, there are six related components you MUST be aware of.
In this episode of Your Retirement Solution, Cindy Mueller explains why physical (and intellectual), menta…
Estate Planning Documents You Need for Your Estate
[vc_row][vc_column][vc_column_text] An estate is more than the home you have. It involves all of your assets, including valuables, cars, and other possessions. While no one wants to think of their own passing, it’s important to create a sound estate plan for...
Volunteering in Retirement: How to Give Back
[vc_row][vc_column][vc_column_text] Leaving behind your work life and everyday routine is a thrilling and intimidating process for any retiree. Many of us lose a source of personal fulfillment when we say goodbye to our professional careers. However, you can...
Episode 86 –Risky Investments Versus Having a Plan – With Mike Whitmore
Did you know that the COVID-19 pandemic has played a huge role in the risky investment arena?In this episode of Your Retirement Solution, Mike Whitmore discusses must-know considerations surrounding risky investments. All this while referring to the impo…
Tax Filing Changes You’ll See in 2021
[vc_row][vc_column][vc_column_text] The April 15th tax filing deadline is fast approaching, and that means the pressure to start your taxes is on. Unfortunately, you can’t just dive in headfirst – a few changes wait for you in the 2021 tax season. You can...
Episode 85 – Tax Bracketology – With Matt Perrone
Believe it or not, March Madness and taxes are related – and it’s because in both you fill brackets, which leads to Matt Perrone defining this as “bracketology.”
In this episode of Your Retirement Solution, Matt explains everything you need to know about…
Episode 84 – New Trends In Retirement – With Tyler Lively and Pete Finlon
Did you know that technology can play a huge role in benefiting your retirement years?
In this episode of Your Retirement Solution, Tyler Lively sits down with Pete Finlon. Pete explains how digital technology can positively impact the social, health, an…
7 Secrets for a Long and Prosperous Retirement
[vc_row][vc_column][vc_column_text] The ideal future is often framed through expensive images like never-ending white sandy beaches and private villas. While enjoying the nest egg you’ve prepared is one thing, there’s more to your retirement than money. A long...
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