To all parents out there, do you talk about money with your children? If so, what’s your approach? In this week’s episode,…

Non-retirement investments are “non-qualified,” meaning that you’re investing with after-tax dollars and are not subject to any special tax treatment.   In…

While bereavement means losing something significantly meaningful, like a job or connections pre-retirement, bereavement also means losing and facing the passing of…

What does fatherhood mean to you? How do you envision your retirement years as a father, grandad, or father figure? In this…

In simple words, a charitable Required Minimum Distribution is still an RMD but the only difference is that you are also directing…

A fulfilling retirement requires two things: A financial strategy you are comfortable with and a bucket list of things you can do.…

Estate planning is not only for the wealthy. Instead, it’s for anyone who wants their assets and finances to be taken care…

How do you envision your overall health and wellness in retirement? Well, believe it or not, there are six related components you…

Did you know that the COVID-19 pandemic has played a huge role in the risky investment arena?In this episode of Your Retirement…

Believe it or not, March Madness and taxes are related – and it’s because in both you fill brackets, which leads to…

Did you know that technology can play a huge role in benefiting your retirement years? In this episode of Your Retirement Solution,…

We know that with every new administration, there are many changes that come into effect, and changes in law and taxes are…

It’s no secret that we all want to save on taxes. Never to evade them, but to have confidence that we never…

When you near retirement, you need to look at things differently. It’s like having a different strategy in the second half of…

It’s no secret that 2020 was a year full of lessons, especially from a health and financial security point of view. In…

With a fresh, new year just around the corner, what’s your 2021 financial planning picture looking like? In this episode of Your…

Believe it or not, annuities have been around since Roman times. Back then, and depending on how many battles individuals survived, they…

While money is important, remember, money isn’t everything. Join this episode of Your Retirement Solution Podcast as Jim Black discusses the benefits…

Join this episode of Your Retirement Solution Podcast as Matt Perrone discusses how a Roth conversion can help benefit and maximize your…

Did you know that fall is the right time to start thinking about the incoming year-end tax planning season?   Join this…

Understanding your Medicare options and why it matters for you. Today’s episode with Tom Black of the Retirement Solution focuses on Medicare…

Do you have a plan that can cover the bumps and bruises of life?   In this podcast Jim Black of the…

Do you have a solid financial team to keep you on track for life after retirement? Today, Cindy Mueller, a financial planner and…

Is your financial plan ever really complete?  In this episode of Your Retirement Solution Podcast, Tom Black from The Retirement Solution explains…

Join this episode of Your Retirement Solution Podcast as Tyler Lively with The Retirement Solution explains how the planning process deals with…

Did you know that people spend more money when they first retire than when they were working?  In this episode of Your…

Is there a secret formula that suggests how much money you should invest?   In this episode, Matt Perrone discusses the top…

Did you know that the number one mistake pre-retirees make heading into retirement is not having a plan? In this episode, Jim…

Did you know that collaboration is a vital component in financial organizations? In this episode of The Retirement Solution Podcast, Ryan Litchfield…

Can you confidently say that you have a solid estate plan and that you are certain who will get your assets when…

How will you spend your time once you’re retired? In this episode, Tom Black explores the idea of working after retirement. He…

When it comes to planning for your retirement,  how sure are you that you’ve done all you can to achieve your “happily…

Life is unpredictable and circumstances can change. If you’ve suddenly received an inheritance, how do you go about making changes and updates…

Are you prioritizing your financial needs and wants when it comes to retirement? Are you familiar with Maslow’s Hierarchy of Needs? You…

Do you believe it’s impossible to know how much money you will need to live on in retirement and not run out? …

The SECURE Act that was passed into law in December 2019 is now in effect. How will it change the way you…

Do you have your own financial family to help you plan for a happily-ever-after retirement? In this episode, Charlene Nelson, a client…

Now that the SECURE Act is in motion, have you considered what changes you need to make to your retirement accounts and…

Your dream of retiring doesn’t have to be just a fairytale. Take it from the thousands of clients that we’ve helped achieve…

Do you ever feel trapped by your real estate investments? Maybe you’d like the freedom to travel, but you’re burdened by rental…

Considering all of the misinformation that surrounds annuities, are you unsure of whether to use this investment type? In this episode, Jim…

Whether you win the lottery, inherit a large sum of money, or suddenly lose your job, the result of this new life…

Not everyone needs a financial planner, but we do all have questions like, “Will I be okay in retirement?” “When should I…

Your children will never be too old to hear your financial advice; the secret is in knowing the right way to pass…

It’s never too early to start talking to your kids about money. Today, Jim Black sheds light on ways to get an…

Money is one of the hardest things to talk about in any generational gap. But with the right preparation, you can carry…

Whether they’ve been let go or offered a hefty compensation package to leave, even people who are close to retirement age can…

With finances or just life in general, there’s a benefit to looking back and considering what we could have done differently. We…

One advantage of having multiple financial planners under one roof is that they’re able to bounce ideas off one another to make…

There are three phases of retirement: the go-go phase, the slow-go phase, and the no-go phase. How you plan for your retirement…

Do you have a healthy relationship with money?  Today, Jim Black discusses the different types of money relationships that people experience and…

While he may have spent most of his adult life building custom homes, Ryan Litchfield now feels like he’s doing what he…

From being a broker to a trust officer, Jim Black has played many roles in the financial industry — all of which…

With many parents of baby boomers in need of long-term care, now’s the time when boomers are beginning to look ahead and…

Jim Black grew The Retirement Solution (TRS) into a family of planners because he wants to provide families with personalized plans that…

If you’re ever at a dinner party and hear someone talking about the benefits of Roth IRAs, it’s probably Cindy Mueller. Today…

Kristen Lomax’s days are dedicated to helping the community learn more about managing their finances. As The Retirement Solution’s business development lead,…

You’ve spent countless hours planning and putting away money for your dream retirement, and the big day has finally come. Now what?…

Mike Whitmore has experienced the life-changing effects of working with The Retirement Solution first-hand as a client. Now, Mike is part of…

At The Retirement Solution, Kyle Irion plays a dual role. From serving clients on the front-end as a lead associate planner to…

The Retirement Solution aims to be the last advisor you will ever need to work with to achieve your happily-ever-after retirement. Today,…

If you attend one of The Retirement Solution’s community events, you might be lucky enough to run into Monica Palmer. As The…

Episode 31 — Goal Planning for 2019 When looking back at 2018, do you feel you were properly prepared to deal the…

Sometimes, visiting a financial planner can feel like seeing a doctor who’s only looking to prescribe a standard fix for your problems.…

Although Tom Black graduated with the same degree as his brother, Jim Black, Tom never felt a desire to pursue a career…

If you haven’t done so already, it’s time to put your retirement advisor to the test. Does your advisor have the skills…

The Retirement Solution family is made up of an amazing team who are all dedicated to making retirements dreams come true. In…

In today’s episode, The Retirement Solution’s Cindy Mueller is joined by Medicare Healthcare Advisor Neal Phipps to break down the alphabet soup…

When you work with The Retirement Solution, you work with an entire family. Given their all-hands-on-deck approach, it seems only natural for…

Last week brought more volatility to the markets. While domestic indexes had some rallies as positive trade news emerged earlier in the…

With the advancement of technology and medicine, we’re now living longer than ever. As you plan out your life, are you considering…

Why are people so passionate about holding onto certain stocks? In today’s episode, Jim Black explores the emotional side of investing and…

Jim Black is back with part two of his mini-series: The Financial Planning Process. In part one, Jim outlined the technical aspects…

Today, Matt Halloran and Jim Black bring you part one of their mini-series: The Financial Planning Process. Since financial planning is the…

On today’s podcast, Jim Black has an extra special guest! His firm’s retirement coach, Pete Finlon, is here to walk you through…

Today, Jim Black shares the five major talking points that he uses to help his clients prepare for retirement. Jim has helped…

As a grandparent, you have a part to play in helping your grandchildren launch out into the world. Take every opportunity now…

It is time to do some financial spring cleaning! Today, Matt Halloran and Jim Black discuss ways for retirees to tweak their…

Do you worry about your investments? Most investors do. That’s why this episode is all about addressing the biggest concerns that investors…

You need a plan that is flexible and tailored to fit your situation and life’s goals. Is your financial planner designing a…

How do you feel when the markets fluctuate? Anxious, concerned and stressed out? Or are you disinterested and carefree? When you have…

Would you like to set up a tax plan that could help you pay less in taxes? The tax law changes are…

Does your dance towards retirement look like a graceful waltz or a fast-paced tango? We want your planning to go smoothly and…

Do you need to play catch up when it comes to retirement planning? Whether you’re approaching retirement or already retired, Jim has…

A lot of people make errors when planning their retirement, but we can learn how to avoid or overcome them. In order…

There is a lot of mental preparation that goes into retirement planning, and people go through several stages during this planning process.…

When planning for your retirement, it’s important that you understand all of the options that are available to you. That way, you…

Retirement could be the biggest life-changing event that you’ll experience during your lifetime. How will you spend your time once it’s freed…

Inflation refers to the rising costs of products and services over time. Even if the prices of certain products aren’t increasing, you…

Have you ever started a project and then realized (probably after some denial), that you want to start over? Maybe you’re working…

One of the biggest fears for most retirees or those preparing for retirement is that they may run out of money before…

Proactive planning for your retirement can help you have the necessary funds to live comfortably in retirement without worrying about going back…

Throughout his career as a financial planner, Jim Black has been keeping notes: What are retirees biggest concerns? Which financial strategies are…

There are many things that can try to block you as you move along the path to achieving  the retirement you always…

Today we interview Jim Black, President and CEO of Absolute Return Solutions and author of the book Happily Ever After, Retirement Does…