You’ve spent countless hours planning and putting away money for your dream retirement, and the big day has finally come. Now what?

Having helped hundreds of clients prepare for retirement, Jim Black knows there’s much more that goes into retirement planning than just the numbers. Today, Jim is here to share what else you need to plan for to truly live out the retirement of your dreams.

In this episode, you’ll learn:

The importance of figuring out what you’re going to do during your “third act”

Why you may not actually spend less during retirement

Why you should consider who you’re going to spend your time with during retirement

Why Jim tells his clients to go climb a tree

And more!

Listen now and learn how to prepare for the big picture questions that lead to your happily ever after!

Resources:  The Retirement Solution Inc.

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Mike Whitmore has experienced the life-changing effects of working with The Retirement Solution first-hand as a client.

Now, Mike is part of The Retirement Solution’s team as a financial planner and helps change lives every day. Mike makes a special appearance in today’s episode to share more about his background, his interests, and the transformative work he does at TRS.

In this episode, you’ll learn:

How Mike came to join The Retirement Solution family

Why family is so important to him

Why Mike believes that time can be more important than money

What success means to him

And more!

Tune in now to meet another passionate member of The Retirement Solution’s team, Mike Whitmore!

Resources:  The Retirement Solution Inc.

DA-001190.1 Podcast #33

At The Retirement Solution, Kyle Irion plays a dual role.

From serving clients on the front-end as a lead associate planner to working behind the scenes to ensure that clients are well taken care of, Kyle helps out in many ways at The Retirement Solution. Today, Kyle shares a bit more about who he is, what he does, and why.

In this episode, you’ll learn:

How Kyle went from studying law to working in finance

What Kyle does at The Retirement Solution as their lead associate planner

What activity Kyle discovered a passion for after moving to Seattle

Why one of his mantras is, “What would you do if you weren’t afraid?”

And more!

Tune in now to learn more about Kyle and how he helps The Retirement Solution clients achieve their happily ever after!

Resources:  The Retirement Solution Inc.

The Retirement Solution aims to be the last advisor you will ever need to work with to achieve your happily-ever-after retirement.

Today, financial planner Tyler Lively is pulling back the curtain at The Retirement Solution to showcase how exactly they help clients tackle their retirement concerns and get the retirement they’ve always dreamed of.

In this episode, you’ll learn:

Which retirement-question clients ask most often

How The Retirement Solution team cultivates trusted, not transactional, relationships

Why Tyler always aims to provide clients with options

How Tyler and his team work healthcare costs into their written retirement plans

And more!

Tune in now to learn more about the work Tyler does and how he helps address clients’ retirement concerns!

Resources:  The Retirement Solution Inc.

If you attend one of The Retirement Solution’s community events, you might be lucky enough to run into Monica Palmer.

As The Retirement Solution’s marketing lead, Monica is dedicated to supporting clients through all of life’s events and educating different communities about retirement planning. In this episode, find out more about Monica’s role and who she is as a person.

In this episode, you’ll learn:

How Monica became The Retirement Solution’s marketing lead

What she would do differently if she had an infinite amount of money

How Monica defines success

Why she has taken on the mantra: “I can't do everything and do anything well”

How Monica’s ability to pivot ties in with her proudest achievement

And more!

Tune in to learn more about Monica, the creative and caring force behind this firm’s events!

Resources:  The Retirement Solution Inc.

 

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Episode 31 — Goal Planning for 2019

When looking back at 2018, do you feel you were properly prepared to deal the year’s challenges? Did you end up spending more than you needed to?

Today, Jim Black discusses why it’s important to set financial goals for the coming year, and what he recommends his clients do when planning for 2019.

In this episode, you’ll learn:

What you should look at when setting new financial goals for 2019

The impact the new tax laws can make on your plan

How planning to do the things you’ve always put off can benefit you in the long run

Why you should plan for the unexpected

And more!

Tune in now and start the new year right by taking control of your financial happily ever after!

Resources:  The Retirement Solution Inc.

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Sometimes, visiting a financial planner can feel like seeing a doctor who’s only looking to prescribe a standard fix for your problems. At The Retirement Solution, associate planner Matt Perrone likes to bring a more warm-hearted approach to clients, and dig a little deeper into their personal needs.

Today, Matt shares more about who he is and why he’s passionate about his job, discussing:

His favorite part of his job at The Retirement Solution

His personal, historical and fictional heroes

His proudest achievement

What he would do if he became a millionaire

The book he recommends to friends, family and clients

And more!

Tune in now and get to know Matt and why he’s such a valuable member of The Retirement Solution family!

Resources:  The Retirement Solution Inc. | Matt Perrone’s Bio

Although Tom Black graduated with the same degree as his brother, Jim Black, Tom never felt a desire to pursue a career in financial services.

This all changed, however, when Tom suddenly found his passion for helping others after editing Jim’s book, ‘Happily Ever After: Retirement Doesn't Have to be just a Fairytale.’

In this episode, Tom shares more about who he is, discussing:

How a career change led him to the best job he’s ever had

Why his brother’s book was such a great inspiration for him

Why he’s passionate about helping others

The book he recommends to all his friends and clients

And more!

Tune in now to find out what makes Tom an extraordinary Financial Planner for his clients!

Resources:  The Retirement Solution Inc.

If you haven’t done so already, it’s time to put your retirement advisor to the test.

Does your advisor have the skills needed to create a customized plan for your dream retirement? Today, Jim Black answers 11 questions that will help you find out.

In this episode, you’ll learn:

Why Jim believes that investing is about time, not timing

What credentials to look for in a financial adviser

Why starting to collect Social Security right away is the best move for some people

What the most important question to ask your advisor is — and why it matters

And more!

Tune in now to learn how you can find an advisor who will help guide you towards your happily-ever-after retirement!

Resources:  The Retirement Solution Inc.

The Retirement Solution family is made up of an amazing team who are all dedicated to making retirements dreams come true.

In this episode, you’ll get to meet one of their financial planners Tyler Lively! Tyler is passionate about helping retirees discover how much money they can spend each month for the rest of their lives.

In this episode, you’ll learn:

The impactful moment clients often experience while planning with The Retirement Solution that makes Tyler love his job so much

Why he enjoys having an interactive partnership with clients

What Tyler enjoys doing when he’s not in the office—and some things most people don’t know about him

Why he keeps a “treasured moments” journal

And more!

Tune in now to learn more about Tyler Lively and why he’s a great fit at The Retirement Solution!

 

Resources:The Retirement Solution Inc. | Tyler Lively’s Bio