Your Retirement Solution Podcast

It is time to do some financial spring cleaning!

Today, Matt Halloran and Jim Black discuss ways for retirees to tweak their budgets, organize their bank accounts and, ultimately, simplify their lives. From protecting your assets to managing your income sources, doing some maintenance on your finances can help you enjoy retirement that much more.

It’s out with the old and in with the new! Tune in to get Jim’s expert advice on your financial spring cleaning.

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Do you worry about your investments? Most investors do. That’s why this episode is all about addressing the biggest concerns that investors tend to have, starting with a big one— “what happens if rates of return end up being low in the future?.”

Listen in as Jim Black expertly addresses each major concern, all while explaining how the stock market functions. Gain clarity, get informed and worry less about your investments.

Website: The Retirement Solution Inc.

 

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You need a plan that is flexible and tailored to fit your situation and life’s goals. Is your financial planner designing a customized plan for you? How can you tell?

There are 10 important questions that your financial advisor should be asking you.

In this episode, Jim Black covers these questions and explains why they’re essential pieces of the planning process. Once you become aware of the 10 questions, you’ll be more likely to choose a financial planner who will help you accomplish your financial dreams.

The Retirement Solution Website

How do you feel when the markets fluctuate? Anxious, concerned and stressed out? Or are you disinterested and carefree? When you have a financial plan, you’re less likely to feel impacted by ups and downs in the markets-- even when the markets get crazy.

Listen in as I discuss financial media, investment strategies for different life phases and, of course, how a financial plan can grant you peace of mind, regardless of what’s going on in the markets.

 

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Would you like to set up a tax plan that could help you pay less in taxes? The tax law changes are fairly simple once you understand the rules of the game. While these changes are temporary, there are ways to save and opportunities to take advantage of now.

Learn more in this podcast as I review President Trump’s Tax new tax law and discuss how you may be able to pay less in taxes.

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Does your dance towards retirement look like a graceful waltz or a fast-paced tango? We want your planning to go smoothly and have structure, like the waltz! In this episode, Jim Black shares what he learned when he took ballroom dancing during college, and how he now applies those principles to retirement planning.

Listen in as Jim explains how Absolute Return Solutions can help you waltz your way to a happy retirement!

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Do you need to play catch up when it comes to retirement planning? Whether you’re approaching retirement or already retired, Jim has financial strategies you can use to steer your retirement in the right direction.

Learn more about how to play catch up in this podcast:

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A lot of people make errors when planning their retirement, but we can learn how to avoid or overcome them. In order to transition into retirement - a lifestyle that’s drastically different than being employed full time - it’s essential that we have proper planning, discipline, and awareness in place.

Learn more about the top retirement mistakes and how to avoid them in this podcast:

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There is a lot of mental preparation that goes into retirement planning, and people go through several stages during this planning process. But how can we plan to be mentally stable during retirement? We know that most people’s emotional and physical needs are met through their employment, yet it’s still difficult to predict how we will feel once we retire. Will we feel happy and fulfilled or bored and listless?

In this podcast, you’ll learn how to become mentally prepared for your retirement.

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