104. Getting Ready For Q1 of 2022 With Mike Whitmore

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 start having your RMD in place.

Mike discusses:

What The Retirement Solution does for clients at the end of the year

Why making sure clients have taken their required minimum distributions before December 31st is so important

Taking steps to ensure you have required minimum distributions in place in January

How you can look to improve your credit score

And more

Connect With Mike Whitmore:

[e-mail]

[phone]

LinkedIn: Mike Whitmore

Connect With The Retirement Solution:

The Retirement Solution 

[phone]

About Our Guest:

Mike Whitmore graduated from Brigham Young University with a BS in Business Management and Marketing and a minor in Dutch Literature. He is a Financial Planner with The Retirement Solution, serves as the President of the Advisory Board for Velvet Media, and is a former co-founder of Fresh Consulting. Prior to becoming a financial planner, Mike worked with Apptio, one of Seattle’s fastest growing SaaS enterprise software firms*, managing the client relationship with Apptio’s top clients for building their practice of Technology Business Management. 

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