The Retirement Solution, Inc. | Financial Advisors & Retirement Planning: Recent Episodes
The Retirement Solution, Inc.
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 conve...
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-reti...
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 every...
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 ...
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 c...
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...
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 ...
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), menta...
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 impo...
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...