Your Retirement Solution Podcast
Episode 42 — The Philosophical Foundation of The Retirement Solution’s Planning Process

Episode 42 — The Philosophical Foundation of The Retirement Solution’s Planning Process

August 21, 2019

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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Episode 41 — Six Ways to Navigate Long-Term Care Costs — With Cindy Mueller

Episode 41 — Six Ways to Navigate Long-Term Care Costs — With Cindy Mueller

August 7, 2019

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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Episode 40 — A Behind the Scenes Look at Building The Retirement Solution Family

Episode 40 — A Behind the Scenes Look at Building The Retirement Solution Family

July 24, 2019

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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Episode 39 — Meet the Retirement Solution Family — With Financial Planner Cindy Mueller

Episode 39 — Meet the Retirement Solution Family — With Financial Planner Cindy Mueller

July 3, 2019

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.

Episode 38 — Meet The Retirement Solution Family — With Business Development Lead, Kristen Lomax

Episode 38 — Meet The Retirement Solution Family — With Business Development Lead, Kristen Lomax

June 26, 2019

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 | klomax@sofausa.org | (425) 615-1114

Episode 37 — The Non-Financial Retirement Questions That Everyone Misses

Episode 37 — The Non-Financial Retirement Questions That Everyone Misses

June 19, 2019

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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Episode 36 — Meet The Retirement Solution Family — With Director of First Impressions, Lorena Epstein

Episode 36 — Meet The Retirement Solution Family — With Director of First Impressions, Lorena Epstein

June 12, 2019

When you walk in the door at The Retirement Solution, the smiling face that is always waiting to welcome you is none other than Lorena Epstein.

As the director of first impressions, Lorena is all about making clients feel at home and ensuring they have a positive experience. Today, Lorena shares more about why she loves what she does and how her values and interests carry over into her personal life.

In this episode, you’ll learn:

  • Why the job posting for Director of First Impression caught Lorena’s eye
  • How she makes clients feel at home when they visit TRS’ office
  • How Lorena likes doing puzzles both in and out of the office
  • What she would do with all the money in the world
  • And more!

Tune in now to learn about Lorena and how she helps make The Retirement Solution feel like your home away from home!

Resources:  The Retirement Solution Inc.

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Episode 33 - Meet the Retirement Solution Family—With Financial Planner Mike Whitmore

Episode 33 - Meet the Retirement Solution Family—With Financial Planner Mike Whitmore

June 5, 2019

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.

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Episode 35 — Meet The Retirement Solution Family — With Lead Associate Planner, Kyle Irion

Episode 35 — Meet The Retirement Solution Family — With Lead Associate Planner, Kyle Irion

May 29, 2019

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.

Episode 34 — Addressing Common Retirement Concerns —With Tyler Lively

Episode 34 — Addressing Common Retirement Concerns —With Tyler Lively

May 23, 2019

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.