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The Retirement Solution, Inc. | Financial Advisors & Retirement PlanningThe Retirement Solution, Inc. | Financial Advisors & Retirement Planning
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Category Archives: Uncategorized

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Episode 85 – Tax Bracketology – With Matt Perrone

UncategorizedBy Amy KoscheMarch 24, 2021

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

UncategorizedBy Amy KoscheMarch 10, 2021

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…

Episode 83 – New Law Changes – With Tom Black

UncategorizedBy Amy KoscheFebruary 24, 2021

We know that with every new administration, there are many changes that come into effect, and changes in law and taxes are great examples. 
In this episode, The Retirement Solution’s Tom Black discusses different law and tax changes expected to come into…

Episode 82 – Tax Return Optimization Strategies – Shane Perry

UncategorizedBy Amy KoscheFebruary 10, 2021

It’s no secret that we all want to save on taxes. Never to evade them, but to have confidence that we never pay more than we legally owe.
Would you agree? 
In this episode, The Retirement Solution’s Shane Perry not only reviews his career journey at the …

Episode 81 – A Comprehensive Look at Our Planning Process – With Mike Whitmore

UncategorizedBy Amy KoscheJanuary 27, 2021

When you near retirement, you need to look at things differently. It’s like having a different strategy in the second half of a football game!
Today, Mike Whitmore explains how our planners at The Retirement Solution help folks create just the right plan…

Episode 80 – Learning Lessons from 2020: Implementing Financial Changes in 2021 with Cindy Mueller

UncategorizedBy Amy KoscheJanuary 13, 2021

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 peopl…

Episode 79 –A Look Back at 2020 and Financial Projections for 2021. Are you prepared?

UncategorizedBy Amy KoscheDecember 30, 2020

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 discus…

Episode 78 – Beware of Variable Annuities – With Mike Whitmore

UncategorizedBy Amy KoscheDecember 16, 2020

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 Podca…

Episode 77 – What Are You Grateful For?

UncategorizedBy Amy KoscheDecember 2, 2020

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 client…

Episode 76 – Everything You Need to Know About Roth Conversions – With Matt Perrone

UncategorizedBy Amy KoscheNovember 18, 2020

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 recommend…

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