by Amy Kosche | Jan 13, 2021 | Uncategorized
It’s no secret that 2020 was a year full of lessons, especially from a health and financial security point of view. In this episode of Your Retirement Solution Podcast, CFP® and Tax Advisor, Cindy Mueller, explains how reflecting upon 2020 can help people prepare for... by Amy Kosche | Dec 30, 2020 | Uncategorized
With a fresh, new year just around the corner, what’s your 2021 financial planning picture looking like? In this episode of Your Retirement Solution Podcast, Jim Black not only reviews how 2020 impacted the stock and financial markets, but he also discusses important... by Amy Kosche | Dec 16, 2020 | Uncategorized
Believe it or not, annuities have been around since Roman times. Back then, and depending on how many battles individuals survived, they would qualify for pensions or annuities from the Roman government. In this episode of Your Retirement Solution Podcast, Mike... by Amy Kosche | Dec 2, 2020 | Uncategorized
While money is important, remember, money isn’t everything. Join this episode of Your Retirement Solution Podcast as Jim Black discusses the benefits of being grateful, and how he weaves this quality into the planning process when working with his clients. In... by Amy Kosche | Nov 18, 2020 | Uncategorized
Join this episode of Your Retirement Solution Podcast as Matt Perrone discusses how a Roth conversion can help benefit and maximize your retirement and tax planning strategies. Matt shares his advice and explains why Roth Conversions are highly recommended, yet not... by Amy Kosche | Nov 4, 2020 | Uncategorized
Did you know that fall is the right time to start thinking about the incoming year-end tax planning season? Join this episode of Your Retirement Solution as Jim Black highlights not only the tax planning to-do’s, but also the two possible outcomes of year-end...