100 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.

    107. Top 3 Decisions To Make Now Regarding Retirement With Shane Perry

    107. Top 3 Decisions To Make Now Regarding Retirement With Shane Perry

    If you are nearing retirement you can start to get anxious about whether or not you can maintain your current lifestyle. 
    But don't worry, there is a solution!
    In this episode, Shane Perry explains the top 3 decisions to make now regarding your retirement. He explores why resetting your clock is one of the best ways to move into retirement.
    Shane discusses:
    Why you should start your financial planning with the end in mind
    Understand how much money it takes on a monthly or yearly basis to maintain your current lifestyle
    What you want to do with your time in retirement
    And more
    Connect With Shane Perry:
    shane@trsfamily.com 
    Connect With The Retirement Solution:
    The Retirement Solution 
    (888) 500-5830
    About Shane Perry:
    At the beginning of 2014, Shane joined The Retirement Solution as a Client Manager with the motivation and commitment to represent a client’s needs above all else. In 2019, Shane changed his title to Associate Planner. Seeking to build on his passion to further help people transition smoothly into retirement with the knowledge and confidence of a solid income plan, Shane was promoted to Financial Planner status in June 2020. Building strong relationships and watching his clients achieve and sustain their retirement hopes and dreams is what inspires Shane’s work to thrive every day.

    • 20 min
    106. Understanding How to File for Social Security With Tyler Lively

    106. Understanding How to File for Social Security With Tyler Lively

    Social Security is a huge decision we make in retirement that requires you to know when to do it, how to do it, and understanding these things can relieve stress and anxiety.
     
    In this episode, Tyler Lively walks you through understanding how to file for Social Security, and how to best approach it. Tyler shares the four retirement benefits, how people qualify, along with tips and tricks for filing for Social Security. 
     
    Tyler discusses:
    Understanding the four Social Security retirement benefits
    Tips and tricks for filing for Social Security
    If Social Security is taxable 
    Why you should have a guide to help you with Social Security
    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 Lively: 
     
    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).

    • 25 min
    105. The Top 5 Suggestions for Preparing Your Finances for the New Year

    105. The Top 5 Suggestions for Preparing Your Finances for the New Year

    How are you preparing your finances in 2022?
    In this episode, Cindy Mueller discusses the top 5 suggestions for preparing your finances in 2022. Cindy covers budgeting, estate planning, and how inflation affects your finances. Plus, Cindy talks about the proposed tax law changes from Congress.
    Cindy discusses:
    Why budgeting can be important to a retiree
    What can happen if you don’t have a will
    How inflation can affect your finances
    The tax law changes Congress is proposing for 2022
    What you can expect in a life-changing event in 2022 like planning to retire
    And more
    Connect With Cindy Mueller:
    cindy@trsfamily.com 
    The Retirement Solution 
    Cindy Mueller on LinkedIn
    Connect With The Retirement Solution:
    The Retirement Solution 
    (888) 500-5830
    About Cindy Mueller:
    Cindy Mueller 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.

    • 18 min
    104. Getting Ready For Q1 of 2022 With Mike Whitmore

    104. Getting Ready For Q1 of 2022 With Mike Whitmore

    There is plenty of financial and retirement planning that needs to be done before the end of the year, and in the new year.
    In this episode, Mike Whitemore provides us with an overview of what The Retirement Solution helps clients with at the end of the year, and in Q1 of the new year. Mike explains the penalty given if you do not take your required minimum distribution, and why right from the beginning of the year it’s good to start having your RMD in place.
    Mike discusses:
    What The Retirement Solution does for clients at the end of the year
    Why making sure clients have taken their required minimum distributions before December 31st is so important
    Taking steps to ensure you have required minimum distributions in place in January
    How you can look to improve your credit score
    And more
    Connect With Mike Whitmore:
    mike@trsfamily.com
    (425) 558-3700
    LinkedIn: Mike Whitmore
    Connect With The Retirement Solution:
    The Retirement Solution 
    (888) 500-5830
    About Our Guest:
    Mike Whitmore graduated from Brigham Young University with a BS in Business Management and Marketing and a minor in Dutch Literature. He is a Financial Planner with The Retirement Solution, serves as the President of the Advisory Board for Velvet Media, and is a former co-founder of Fresh Consulting. Prior to becoming a financial planner, Mike worked with Apptio, one of Seattle’s fastest growing SaaS enterprise software firms*, managing the client relationship with Apptio’s top clients for building their practice of Technology Business Management. 

    • 19 min
    103. Why You Should Be Talking About Death and Taxes With Travis Johnson

    103. Why You Should Be Talking About Death and Taxes With Travis Johnson

    It’s a difficult situation for anyone when your spouse passes away, and you're suddenly on a deadline with the IRS to make plenty of financial decisions right away.
    In this episode, Travis Johnson is here to speak about why it’s important to talk about death and taxes. Travis explains the tax deadline an individual is subjected to when their partner passes away, and how to deal with the deadline. Plus, key ways The Retirement Solution helps clients deal with organizing their particular situation.
     
    Travis discusses:
    What you need to know about death and taxes
    How The Retirement Solution helps clients in particular situations
    Why you should have passwords to important accounts documented
    How to deal with suddenly needing to pay taxes to the IRS
    And more
    Connect With Travis Johnson
    travis@trsfamily.com 
    (425) 558-3700
    Connect With The Retirement Solution:
    The Retirement Solution 
    (888) 500-5830
    About Our Guest:
    Travis Johnson was raised in Redmond, Washington where he continues to reside. Subsequent to high school, he earned a degree in Business Administration at the University of Washington, graduating with a minor in Policy Studies and prestigious Cum Laude honors.
    In 2015, he began his financial career at Bank of America, first as a Relationship Manager in Sammamish before his promotion to Financial Advisor at Merrill Lynch in Bellevue. In both roles, Travis enjoyed assisting clients in their pursuit of their goals, while educating them on options and strategic financial solutions that would enhance their ability to achieve their dreams. His passion to work with clients in the realization of their retirement dreams, both holistically and dynamically, is what ultimately spurred the transition to TRS in November of 2019.
    Outside of the office, Travis can be found volunteering with his local Kiwanis group, reading novels, enjoying his two energetic dogs, and either discovering the newest restaurant trend or creating a memorable new recipe with his family.

    • 29 min
    102. End of The Year Tax Planning With Shane Perry

    102. End of The Year Tax Planning With Shane Perry

    According to the IRS, about 75% of taxpayers take the standard deduction, but could be missing out on valuable tax deductions if they can itemize.
    In this episode, Shane Perry is here to share with you all the key details about year-end tax planning. Shane shares basic things you can do to help yourself from a tax standpoint, how you can help offset your income at the end of the year and more.
    Time Critical Items for End of Year Tax Planning:
    December 31st Deadline Items
    Act Now to Save Taxes
    How to save money by reducing your taxes
    New Tax Law Legislation to Consider
    Last Minute Tax Deductions
    And more
    Connect With Shane Perry:
    shane@trsfamily.com
    The Retirement Solution 
    Connect With The Retirement Solution:
    The Retirement Solution 
    (888) 500-5830
    About Our Guest:
    Shane Perry received his Bachelor of Science in Financial Planning and Advising from Purdue University. In addition, he studied Economics with emphasis on investment mathematics, accounting, estate planning, statistics, and tax law.
    At the beginning of 2014, Shane joined The Retirement Solution as a Client Manager with the motivation and commitment to represent a client’s needs above all else. In 2019, Shane changed his title to Associate Planner. Seeking to build on his passion to further help people transition smoothly into retirement with the knowledge and confidence of a solid income plan, Shane was promoted to Financial Planner status in June 2020. Building strong relationships and watching his clients achieve and sustain their retirement hopes and dreams is what inspires Shane’s work to thrive every day.

    • 33 min

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