Your Retirement Solution Podcast

Your Retirement Solution Podcast

On Your Retirement Solution Podcast, we help to change and improve people’s lives by helping to identify the income they need and want to achieve their hopes and dreams in retirement. We call that freedom. Start planning to live the life you always dreamed of today. The purpose of our podcast is to provide financial education about retirement planning strategies and topics that affect today’s retirees.

Episodes

September 8, 2021 18 min
As you transition into retirement, your monthly spending changes significantly, especially your discretionary expenses. So, how do you account for your expenses and ensure they are taken care of? In this episode, Matt helps you figure out your basic retirement expenses so you can become financially confident in your spending habits and live your dream … Continue reading 97. Figuring Out Retirement Expenses With Matt Perrone →
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It’s not enough for your advisor to know what’s going on with your retirement, you need to know as well. Of course you want to spend all the money you saved for retirement. In this episode, Tom Black shares how you can be successful in your retirement. Tom speaks about some of the “rules” around … Continue reading 96. How to Manage Your Spending in Retirement With Tom Black →
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No one wants to have a conversation about end of life assistance after a loved one has passed on. Start having those conversations today. In this episode, Tyler Lively talks about spousal assistance and how you can ensure your loved ones are protected if you were to pass away abruptly. Tyler explains how spouses can … Continue reading 95. Everything You Need to Know About Setting Up Spousal Assistance With Tyler Lively →
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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...
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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...
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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...
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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...
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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...
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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...
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Estate planning is not only for the wealthy. Instead, it’s for anyone who wants their assets and finances to be taken care of (according to their wishes) when they pass away.  One way to do this is through estate planning documents, and that’s exactly what Shane Perry discusses in this episode of Your Retirement Solution. … Continue reading Episode 88 – Navigating the Path of Estate Planning Documentation – With Shane Perry →
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How do you envision your overall health and wellness in retirement? Well, believe it or not, there are six related components you MUST be aware of. In this episode of Your Retirement Solution, Cindy Mueller explains why physical (and intellectual), mental, emotional, social, environmental, and spiritual health are so important when thinking, envisioning, and planning … Continue reading Episode 87 – Health, Wellness, and Fitness in ...
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Did you know that the COVID-19 pandemic has played a huge role in the risky investment arena? In this episode of Your Retirement Solution, Mike Whitmore discusses must-know considerations surrounding risky investments. All this while referring to the importance of building a risk-proof financial plan. In this episode, you will learn: Anything that loses value: … Continue reading Episode 86 –Risky Investments Versus Having a Plan – ...
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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 setting up the correct tax bracket for retirement. All this while highlighting … Continue reading Episode 85 – Tax Bracketology – With Matt Perrone →
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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, and well-being component of retirees and pre-retirees.  In this episode, you will learn: The use … Continue reading Episode 84 – New Trends In Retirement – With Tyler Lively and Pete ...
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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 effect in 2021. This discussion is not to cause panic, but to promote … Continue reading Episode 83 – New Law Changes – With Tom Black →
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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 firm, but also explains different optimization strategies that … Continue reading Episode 82 – Tax Return Optimization Strategies – Shane Perry →
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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 for their unique retirement vision. Mike dives deep into our comprehensive planning … Continue reading Episode 81 – A Comprehensive Look at Our Planning Process – With Mike Whitmor...
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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 2021, while discussing the importance of saving for emergency and … Continue reading Episode 80 – Learning Lessons from 2020: Implementing Financial Changes in 2021 wi...
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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 financial components you must consider as we roll into the new year.  … Continue reading Episode 79 –A Look Back at 2020 and Financial Projections for 2021. Are you p...
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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 Whitmore explains how variable annuities can be problematic, while also discussing ways to use … Continue reading Episode 78 – Beware of Variable Annuities – With Mike Whit...
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