99 episodes

On Your Retirement Solution Podcast, we help to change and improve people’s lives by helping to identify the income they need and want to achieve their hopes and dreams in retirement. We call that freedom. Start planning to live the life you always dreamed of today. The purpose of our podcast is to provide financial education about retirement planning strategies and topics that affect today’s retirees. DIsclosure: The Retirement Solution Inc. is a Registered Investment Advisor in the state of Washington. Our investment advisors may not transact business in states unless appropriately registered or excluded or exempted from such registration. We are registered as an investment advisor in AZ, CA, CO, ID, OR, TX, UT, WA. We can provide investment advisory services in these states and other states where we are exempted from registration.

Your Retirement Solution Podcast Jim Black

    • Business
    • 4.0 • 6 Ratings

On Your Retirement Solution Podcast, we help to change and improve people’s lives by helping to identify the income they need and want to achieve their hopes and dreams in retirement. We call that freedom. Start planning to live the life you always dreamed of today. The purpose of our podcast is to provide financial education about retirement planning strategies and topics that affect today’s retirees. DIsclosure: The Retirement Solution Inc. is a Registered Investment Advisor in the state of Washington. Our investment advisors may not transact business in states unless appropriately registered or excluded or exempted from such registration. We are registered as an investment advisor in AZ, CA, CO, ID, OR, TX, UT, WA. We can provide investment advisory services in these states and other states where we are exempted from registration.

    100. What Potential Changes to Medicare Mean For You

    100. What Potential Changes to Medicare Mean For You

    Potential Medicare changes may soon happen. It’s important to know what those changes will mean for you and your healthcare coverage.


    In this episode, Tom Black considers some of the possible changes to Medicare that may happen in the future and what that would mean. Tom talks about how people who jumped into Medicare and have now gone back to the workforce and are receiving benefits can manage their situation.


    Tom discusses:


    The potential cost increase to Medicare

    The penalty for not taking Medicare and what situation this applies to

    What people who are receiving Medicare and benefits from their employer need to know

    The most important part of Medicare’s open enrollment period

    And more


    Connect With The Retirement Solution:


    The Retirement Solution 

    (888) 500-5830


    DA-002023.1

    • 20 min
    99. The Mindset of Boring Investing With Mike Whitmore

    99. The Mindset of Boring Investing With Mike Whitmore

    In the current economic situation, excitement can build with the thought of the availability of investing opportunities.  However, some opportunities could lead to great risk.  Talking about boring investing could really be a valuable conversation.


    In this episode, Mike talks about the exciting part of boring investing. When it comes to cryptos and stocks, it can be exciting to invest in riskier stocks in hopes to get rich quick but it is never that simple. Having individual stocks could be a great way to get rich, but it is a lousy way to stay rich.


    Mike Whitmore discusses:



    Why diversification is so important

    What he thinks about cryptos

    Why you should stop gambling with your future

    The benefits of having a retirement plan

    And more


    Connect With Mike Whitmore



    (425) 558-3700

    Mike on LinkedIn


    Connect With The Retirement Solution:



    The Retirement Solution 

    (888) 500-5830


    About Mike Whitmore


    Mike is an experienced Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Search Engine Optimization (SEO), Sales, Conference Speaking, IT Strategy, and Management, Mike has a strong finance professional with a BS focused in Marketing from Brigham Young University.


     

    • 22 min
    98. What is Social Security? With Cindy Mueller

    98. What is Social Security? With Cindy Mueller

    When should you start your social security benefit?


    In this episode, Cindy Mueller is here to break down all things social security. From the basics of how you become eligible for social security, to the more complex dynamics of taxes, this episode will answer the questions you have about social security.


    Cindy discusses:



    What is social security, when can you start it, and how you can become eligible

    How much you receive in monthly benefits 

    How spousal benefits work

    Taxes related to social security

    And more


    Connect With Cindy Mueller



    cindy@trsfamily.com 

    The Retirement Solution 

    Cindy on LinkedIn


    Connect With The Retirement Solution:



    The Retirement Solution 

    (888) 500-5830


    About Cindy Mueller:


    Cindy joined The Retirement Solution in 2008 with a commitment to delivering sound principles of financial management. She offers clients professional counsel in personal finance, investment advisory services, estate planning, and retirement planning.


    DA-002003.2

    • 23 min
    97. Figuring Out Retirement Expenses With Matt Perrone

    97. Figuring Out Retirement Expenses With Matt Perrone

    As you transition into retirement, your monthly spending changes significantly, especially your discretionary expenses.


    So, how do you account for your expenses and ensure they are taken care of?


    In this episode, Matt helps you figure out your basic retirement expenses so you can become financially confident in your spending habits and live your dream retirement.


    Matt discusses:


    How expenses change during the go-go, slow-go, and no-go years of retirement

    Why it’s possible to achieve your financial goals despite a low income before retirement

    Important retirement expenses which are often overlooked

    Reasons to build a customized financial plan instead of relying on generic rules of thumb

    And more


    Connect With Matt Perrone:



    (425) 558-3700

    Matt@trsfamily.com 


    Connect With The Retirement Solution:



    The Retirement Solution Inc. 

    (888) 500-5830


    About Matt Perrone:


    As a financial planner, Matt Perrone focuses on one goal in his work — to give clients a sense of confidence by managing their life savings with the utmost care and integrity. For as long as he can remember, he has been passionate about helping others make wise financial choices. To this day, Matt finds his work both fun and meaningful. Matt is also involved with charities that aid disadvantaged youth and that support the arts and education. Before transitioning to Finance in 2015, Matt spent seven years in Hospitality and Business Management. His previous experience has allowed him to bring a more personalized level of care and service to his clients.

    • 18 min
    96. How to Manage Your Spending in Retirement With Tom Black

    96. How to Manage Your Spending in Retirement With Tom Black

    It’s not enough for your advisor to know what’s going on with your retirement, you need to know as well.


    Of course you want to spend all the money you saved for retirement. In this episode, Tom Black shares how you can be successful in your retirement. Tom speaks about some of the “rules” around retirement spending and why not everyone can keep up with them. 


    Tom discusses:



    Why more people are looking towards retirement

    The first step to creating a real retirement plan

    Why having a good handle on your monthly will likely lead to you having a successful retirement

    The “rules” of retirement and spending and why it’s not for everyone to follow

    And more


    Connect With Tom Black:



    855-895-2586

    tom@trsfamily.com 


    Connect With The Retirement Solution:



    The Retirement Solution 

    (888) 500-5830


    About Tom:


    As a Financial Planner, Tom has a thorough understanding of the complex issues that must be addressed when preparing a strategic retirement plan.


    Tom has always been interested in wealth management, graduating with a Finance degree from Brigham Young University. He attributes his career path to his passion and desire to help enrich peoples’ lives. Tom is motivated by helping people maintain financial independence and their active lifestyle long into retirement by providing a holistic financial review process. Prior to joining TRS, Tom gained extensive experience overseeing client-business relationships, client satisfaction strategies, accounting, budgeting, projections, and financial operations at Abadan, Yakima Valley Farmworkers, and Connell Grain Growers.

    • 19 min
    95. Everything You Need to Know About Setting Up Spousal Assistance With Tyler Lively

    95. Everything You Need to Know About Setting Up Spousal Assistance With Tyler Lively

    No one wants to have a conversation about end of life assistance after a loved one has passed on. Start having those conversations today.


    In this episode, Tyler Lively talks about spousal assistance and how you can ensure your loved ones are protected if you were to pass away abruptly. Tyler explains how spouses can be successful in planning survivorship, and what some of the biggest worries people like you have.


    Tyler discusses:



    The best time to have the conversation about what happens when a spouse passes away

    How spouses can be successful in planning survivorship

    Some of the biggest pitfalls of clients who are still working when it comes to end of life planning

    Some of the biggest worries that you’ve seen couples have in regards to end of life

    And more


    Connect With Tyler Lively


    tyler@trsfamily.com

    (425) 558-3700


    Connect With The Retirement Solution:



    The Retirement Solution 

    (888) 500-5830


    About Tyler:


    Tyler is a native of Washington state, having grown up in Redmond. He has always had a passion for learning and finding the optimal solution to any goal. This drive pushed him to graduate from the prestigious Marriott School of Business (rated one of the top 10 entrepreneurship programs in the U.S.¹).


     


    DA-001977

    • 21 min

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