Your Retirement Solution Podcast

Social Security is a huge decision we make in retirement that requires you to know when to do it, how to do it, and understanding these things can relieve stress and anxiety.

In this episode, Tyler Lively walks you through understanding how to file for Social Security, and how to best approach it. Tyler shares the four retirement benefits, how people qualify, along with tips and tricks for filing for Social Security. 

Tyler discuss...

How are you preparing your finances in 2022?

In this episode, Cindy Mueller discusses the top 5 suggestions for preparing your finances in 2022. Cindy covers budgeting, estate planning, and how inflation affects your finances. Plus, Cindy talks about the proposed tax law changes from Congress.

Cindy discusses:

Why budgeting can be important to a retiree

What can happen if you don’t have a will

How inflation can affect your finances

Th...

There is plenty of financial and retirement planning that needs to be done before the end of the year, and in the new year.

In this episode, Mike Whitemore provides us with an overview of what The Retirement Solution helps clients with at the end of the year, and in Q1 of the new year. Mike explains the penalty given if you do not take your required minimum distribution, and why right from the beginning of the year it’s good to sta...

It’s a difficult situation for anyone when your spouse passes away, and you’re suddenly on a deadline with the IRS to make plenty of financial decisions right away.

In this episode, Travis Johnson is here to speak about why it’s important to talk about death and taxes. Travis explains the tax deadline an individual is subjected to when their partner passes away, and how to deal with the deadline. Plus, key ways The Retirement Solut...

According to the IRS, about 75% of taxpayers take the standard deduction, but could be missing out on valuable tax deductions if they can itemize.

In this episode, Shane Perry is here to share with you all the key details about year-end tax planning. Shane shares basic things you can do to help yourself from a tax standpoint, how you can help offset your income at the end of the year and more.

Time Critical Items for End of Year Ta...

The end of the year means it’s time for clients’ portfolio reviews. That means it’s time to ensure that you’re still meeting your goals, and checking your risk tolerance.

In this episode, join Cindy Mueller as she explains her analysis of portfolio reviews. Cindy walks us through what a balanced portfolio is, the biggest red flags she spots in portfolios, and how taxes are affected in an investment portfolio.

Cindy discusses:

What ...

Potential Medicare changes may soon happen. It’s important to know what those changes will mean for you and your healthcare coverage.

In this episode, Tom Black considers some of the possible changes to Medicare that may happen in the future and what that would mean. Tom talks about how people who jumped into Medicare and have now gone back to the workforce and are receiving benefits can manage their situation.

Tom discusses:

The p...

In the current economic situation, excitement can build with the thought of the availability of investing opportunities.  However, some opportunities could lead to great risk.  Talking about boring investing could really be a valuable conversation.

In this episode, Mike talks about the exciting part of boring investing. When it comes to cryptos and stocks, it can be exciting to invest in riskier stocks in hopes to get rich quick bu...

When should you start your social security benefit?

In this episode, Cindy Mueller is here to break down all things social security. From the basics of how you become eligible for social security, to the more complex dynamics of taxes, this episode will answer the questions you have about social security.

Cindy discusses:

What is social security, when can you start it, and how you can become eligible

How much you receive in monthly...

To all parents out there, do you talk about money with your children? If so, what’s your approach? In this week’s episode, The Retirement Solution’s Mike Whitmore quickly breaks down how to start, introduce, and maintain financial and money-related conversations with kids depending on their stage as pre-teenagers, teenagers, and adult children.  Mike discusses: Teaching … Continue reading 94. How to Have Money-Related Conversations...

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 this episode, The Retirement Solution’s Tyler Lively navigates the path of investing with non-retirement funds. All this while highlighting the role of retirement, taxes, ETFs, and mutual funds within the investment arena.  Tyler discusses: … Continue reading 93. Investing with No...

While bereavement means losing something significantly meaningful, like a job or connections pre-retirement, bereavement also means losing and facing the passing of a loved one. In this episode, The Retirement Solution’s Cindy Mueller breaks down everything you need to know about the financial component of bereavement. All this to help you understand how financial planning … Continue reading Episode 92 -The Financial Aspect of Bere...

What does fatherhood mean to you? How do you envision your retirement years as a father, grandad, or father figure? In this Father’s Day special, The Retirement Solution’s Matt Perrone explains financial and life coaching considerations you must know as you address and approach retirement as a parent, grandparent, or father figure to someone. Matt … Continue reading Episode 91 – Father’s Day Special: Retiring as a Father and Grandf...

In simple words, a charitable Required Minimum Distribution is still an RMD but the only difference is that you are also directing it to a charity. In this episode, The Retirement Solution’s associate planner, Shane Perry sheds some light on all things charitable RMDs and gifting to help you understand its different financial components before … Continue reading Episode 90 – Exploring The Path of Charitable RMDs & Gifting – Wit...

A fulfilling retirement requires two things: A financial strategy you are comfortable with and a bucket list of things you can do. Would you agree? Today, The Retirement Solution’s president and lead financial planner, Tom Black, discusses everything you need to know about retirement and its components surrounding finances, emotions, and productivity. All this so … Continue reading Episode 89 – Remember to Retire in Retirement – Wi...