Retirement bucket list: 10 Things to do before retirement
Many 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…
DetailsEpisode 65: How To Leave Assets to Your Family, Not to the Government
Can 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…
Episode 64: Is Semi-Retirement the Key to a Happy Retirement?
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…
What to do with your retirement accounts during an employment lapse
Whether you lost your job or you quit, it can be difficult to know what to do next. One of the biggest sources of uncertainty of unemployment is knowing…
DetailsEpisode 63: Financial Defense for Your “Happily Ever After”
When it comes to planning for your retirement,
how sure are you that you’ve done all you can to achieve your “happily ever after”?
In this episode of Your Retirement Solution Podcast, Jim Black highlights different protections you should have in place…
Episode 62: So, What Do You Do with That Inheritance?
Life is unpredictable and circumstances can change. If you’ve suddenly received an inheritance, how do you go about making changes and updates to your retirement plan?
In this episode of Your Retirement Solution Podcast, Jim Black discusses the psycholog…
What to do with your retirement accounts during a global crisis
The global coronavirus pandemic has hurt the American economy as well as the global economy. The recession is significant, but not the first that most people have seen in…
DetailsAbout to retire? Read this first
About to retire? Congrats! But wait, not so fast, there are a few things you need to know before you say goodbye to your career, and hello to your…
DetailsEpisode 61 – How Maslow’s Hierarchy of Needs Affects Your Retirement Plan
Are you prioritizing your financial needs and wants when it comes to retirement? Are you familiar with Maslow’s Hierarchy of Needs? You might be surprised to know that depending on your generation, your strategy and priorities may differ when it comes to…
DetailsLose your job but not ready to retire? Here’s what to do next
Lose your job but not ready to retire? With the current market conditions, many Americans are losing their jobs. In fact, according to the Bureau of Labor Statistics, the…
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