Episode 20 - How to Design Your Retirement Routine— with Guest, Pete Finlon, Retirement Coach

September 13, 2018

On today’s podcast, Jim Black has an extra special guest! His firm’s retirement coach, Pete Finlon, is here to walk you through the same questions he asks his clients.

Once you have enough money to support your lifestyle during retirement, you get to decide how you’ll spend the rest of your life. These aren’t easy decisions and the transition into a retiree lifestyle can be challenging. But Pete is here to help! Learn all about Pete’s approach to helping clients prepare for a happily-ever-after retirement.

Tune in and gain some insight that can help you prepare for the next phase of your life.

The Retirement Solution Inc. 

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Episode 19 - Five Big Questions About Retirement

September 6, 2018

Today, Jim Black shares the five major talking points that he uses to help his clients prepare for retirement. Jim has helped hundreds of people retire. He knows that the path to retirement can be confusing, scary, and it can have its ups and downs. Jim is here to guide you along, using case studies and real solutions from his experiences with clients.

Tune in as Jim Black shares expert advice to help you prepare for a wonderful and enjoyable retirement.

The Retirement Solution Inc.

 

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Episode 18 - How to Talk to Grandchildren About Investing

August 23, 2018

As a grandparent, you have a part to play in helping your grandchildren launch out into the world. Take every opportunity now to share your experiences and help them learn from your mistakes. (And we’ve all made mistakes!)

Specifically, be sure to talk to your grandchildren about investing. Imagine if they started saving money now? Your grandchildren could set themselves up for a wonderful retirement!

In this episode, you’ll learn 10 ways to help your grandkids start investing early on. Listen in as Jim Black explains how to speak on your grandchildren’s level and have a comfortable conversation about saving money.

 

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Episode 17 - It’s Time for Financial Spring Cleaning

August 9, 2018

It is time to do some financial spring cleaning!

Today, Matt Halloran and Jim Black discuss ways for retirees to tweak their budgets, organize their bank accounts and, ultimately, simplify their lives. From protecting your assets to managing your income sources, doing some maintenance on your finances can help you enjoy retirement that much more.

It’s out with the old and in with the new! Tune in to get Jim’s expert advice on your financial spring cleaning.

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Episode 16 - The Biggest Concerns Investors Have

July 27, 2018

Do you worry about your investments? Most investors do. That’s why this episode is all about addressing the biggest concerns that investors tend to have, starting with a big one— “what happens if rates of return end up being low in the future?.”

Listen in as Jim Black expertly addresses each major concern, all while explaining how the stock market functions. Gain clarity, get informed and worry less about your investments.

Website: The Retirement Solution Inc.

 

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Episode 15 - 10 Questions Your Financial Adviser Should Ask You

June 28, 2018

You need a plan that is flexible and tailored to fit your situation and life’s goals. Is your financial planner designing a customized plan for you? How can you tell?

There are 10 important questions that your financial advisor should be asking you.

In this episode, Jim Black covers these questions and explains why they’re essential pieces of the planning process. Once you become aware of the 10 questions, you’ll be more likely to choose a financial planner who will help you accomplish your financial dreams.

The Retirement Solution Website 

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Episode 14  - What to do when the markets get crazy

June 1, 2018

How do you feel when the markets fluctuate? Anxious, concerned and stressed out? Or are you disinterested and carefree? When you have a financial plan, you’re less likely to feel impacted by ups and downs in the markets-- even when the markets get crazy.

Listen in as I discuss financial media, investment strategies for different life phases and, of course, how a financial plan can grant you peace of mind, regardless of what’s going on in the markets.

 

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Episode 13 - President Trump’s New Tax Plan

May 31, 2018

Would you like to set up a tax plan that could help you pay less in taxes? The tax law changes are fairly simple once you understand the rules of the game. While these changes are temporary, there are ways to save and opportunities to take advantage of now.

Learn more in this podcast as I review President Trump’s Tax new tax law and discuss how you may be able to pay less in taxes.

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Episode 12 - Retirement Should Be A Waltz Not a Tango

May 17, 2018

Does your dance towards retirement look like a graceful waltz or a fast-paced tango? We want your planning to go smoothly and have structure, like the waltz! In this episode, Jim Black shares what he learned when he took ballroom dancing during college, and how he now applies those principles to retirement planning.

Listen in as Jim explains how Absolute Return Solutions can help you waltz your way to a happy retirement!

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Episode 11 - How Do You Play Catch Up If You Need To?

May 3, 2018

Do you need to play catch up when it comes to retirement planning? Whether you’re approaching retirement or already retired, Jim has financial strategies you can use to steer your retirement in the right direction.

Learn more about how to play catch up in this podcast:

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