With finances or just life in general, there’s a benefit to looking back and considering what we could have done differently. We can even use what we’ve learned to help others avoid the same mistakes.

Today, Tyler Lively, CFP® and Ryan Litchfield reveal the financial advice they would share with their younger selves, and the generations to come, to help others make better financial decisions.

In this episode, you’ll learn:

Why time is one of your best friends

About the power of automatic saving

How to start teaching kids financial principles from a young age

One of Tyler’s biggest financial mistakes

About the Rule of 72 and how to use it

And more!

Join Tyler and Ryan now to learn about the financial lessons they’ve learned throughout their lives and careers, and consider: What advice would you give your younger self?

Resources:  The Retirement Solution, Inc.

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One advantage of having multiple financial planners under one roof is that they’re able to bounce ideas off one another to make the client experience the best it can be.

Today’s episode features two of The Retirement Solution’s planners, Tyler Lively and Ryan Litchfield, for a lively conversation — planner to planner. Tyler and Ryan discuss the planning process and what it’s like from a planner’s point of view, how they’re working to improve their services, and more.

In this episode, you’ll learn:

What Tyler and Ryan enjoy most about the planning process

Why Tyler uses storytelling to enhance the client experience

The most valuable thing Tyler and Ryan have learned on the job this year

Why clients are worried about market volatility in the next year and how The Retirement Solution addresses this

And more!

Join Tyler and Ryan now for an inside look at a financial planner’s world and how they work to make clients’ retirement dreams come true!

Resources:  The Retirement Solution, Inc.

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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 will greatly affect how you live out each phase. That’s why today Jim Black is taking a deeper dive into each stage of retirement, describing what retirees usually experience in each phase, and sharing how planning can help you make the most of your retirement.

In this episode, you’ll learn:

When each phase typically starts

Why travel is so appealing to retirees 

How traveling in the slow-go phase is different than the go-go phase

Why figuring out what you want to do is the hardest part of planning for retirement

Experiences Jim’s clients’ have had as they progressed through retirement

And more!

Tune in now to learn more about what you can expect in the go-go, slow-go, and no-go phases of your retirement!

Resources:  The Retirement Solution Inc. | (425)-558-3700

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Do you have a healthy relationship with money? 

Today, Jim Black discusses the different types of money relationships that people experience and how they form. Jim also explains how he guides clients towards a healthier mindset so they can stop worrying and start enjoying their dream retirement.

In this episode, you’ll learn:

What Jim considers to be a healthy view of money

Which technique The Retirement Solution uses to help eliminate clients’ retirement-spending guilt 

Why Jim considers himself to be like a therapist with clients

Jim’s tips for overcoming spending therapy

What it means to separate yourself from your money and why it’s important

Why earning more doesn’t mean you need to spend more

And more!

Discover how your money relationship might be shaping your decisions and learn how to enjoy your happily ever after!

Resources:    The Retirement Solution Inc. 

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While he may have spent most of his adult life building custom homes, Ryan Litchfield now feels like he’s doing what he was born to do.

In this episode, you will meet Ryan, a financial planner at The Retirement Solution (TRS), and learn why he loves creating custom retirement plans. Today, Ryan shares more about his path to becoming a financial planner, how he sees retirement for himself, and what he’s like outside of the office.

In this episode, you’ll learn:

About the satisfaction Ryan receives in helping his clients build the best retirement plan

Why Ryan’s parents and grandparents are his heroes

Why it’s important for retirees to realize that getting to retirement is completely different than being in retirement

The reason why Ryan loves the motto “feel the fear and do it anyway”

And more!

Listen now to meet Ryan Litchfield and learn about his knack for creating custom retirement plans!

Resources:  The Retirement Solution Inc. 

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From being a broker to a trust officer, Jim Black has played many roles in the financial industry — all of which have taught him valuable lessons about the way he believes the planning process should be done.

Today, Jim shares the lessons he’s learned throughout his time in the financial industry. He explains how they’ve all played a part in creating the philosophical standpoint that The Retirement Solution uses to help clients create plans that both they and their planners believe in.

In this episode, you’ll learn:

How Jim’s previous positions shaped his view on how clients should be served

Why the planning process is a lengthy one

Why Jim has a high level of confidence in The Retirement Solution’s planning process

Common reasons why people are resistant to the planning process

Why The Retirement Solution continually tweaks its planning process

And more!

Listen now to learn about the philosophical underpinnings of The Retirement Solution and how it became the place it is today — a place where clients can receive the retirement plan they want and deserve.

Resources:  The Retirement Solution, Inc.

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With many parents of baby boomers in need of long-term care, now’s the time when boomers are beginning to look ahead and consider what will happen when they need long-term care themselves.

But how do you go about planning for future long-term care costs?

Today, The Retirement Solution’s Cindy Mueller sits down with Matt Halloran to discuss six different ways people typically fund long-term care and the pros and cons of each approach.

In this episode, you’ll learn:

The extent to which Medicare will fund your long-term care needs

Why long-term care policies have decreased in popularity over the past decade

How long-term care can be a secondary benefit with life insurance

The benefits of asset-based long-term care policies

The most common objections Cindy sees from clients regarding long-term care

And more

Tune in now to learn about the different ways you can plan for long-term care so that you can enjoy a worry-free “happily ever after.”

Resources:  The Retirement Solution, Inc.

 

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Jim Black grew The Retirement Solution (TRS) into a family of planners because he wants to provide families with personalized plans that help them achieve the retirement of their dreams even after he’s gone.

Today, Jim sits down with Matt Halloran to give listeners a behind-the-scenes look at how he grew the company from just him to a family of eight other dedicated planners, and why.

In this episode, you’ll learn:

Why Jim looks to hire people who don’t have a background in the financial industry

About the hands-on training that all new TRS members go through

The dedication Jim gives to every plan made at The Retirement Solution

How Jim’s first trip to Disney impacted the TRS philosophy

Where The Retirement Solution will be opening their next office

And more!

Listen now to learn about the underlying philosophies and work at The Retirement Solution that allows their family to make dreams come true for yours!

Resources:  The Retirement Solution Inc.

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

Today you will meet Cindy, a financial planner at The Retirement Solution, and learn why she’s so passionate about Roth IRAs and helping people make the most of their savings.

In this episode, you’ll learn:

How Cindy’s parents contributed to her love of finance

Why Cindy was determined to work for a fiduciary company

What her enrolled agent designation allows her to do for clients

Why Cindy prides herself on doing the right, (and not necessarily easy) thing

And more!

Tune in now to learn about Cindy and how she’s using her passion for saving to help clients reach their goals!

Resources:  The Retirement Solution Inc.

Kristen Lomax’s days are dedicated to helping the community learn more about managing their finances.

As The Retirement Solution’s business development lead, Kristen works in partnership with the Society of Financial Awareness to bring free financial workshops about over 30 topics to community businesses and organizations. Today, Kristen joins co-host Matt Halloran to share more about what she does, why she loves it, and who she is outside the office.

In this episode, you’ll learn:

How Kristen’s childhood gave her a strong interest in finance

Which financial topics baby boomers and millennials want to learn about the most

How Kristen defines success

Why Kristen chooses the words “intentional” and “present” as a personal mantra

And more!

Tune in now to learn more about Kristen and what she’s doing to boost financial literacy.

Resources: The Retirement Solution Inc. | Society of Financial Awareness | [email protected] | (425) 615-1114