Episode 23 - Are You Too Emotionally Attached to Your Stocks?

November 26, 2018

Why are people so passionate about holding onto certain stocks?

In today’s episode, Jim Black explores the emotional side of investing and the risks that come with becoming too attached to your stocks.
Investing in stocks can be a great way to accumulate the income you need and want for the rest of your life. But if you become too emotionally connected to your stocks, you could lose sight of their purpose and risk losing your happily ever after.

Tune in and learn about the two types of emotional attachments that Jim observes with clients, why these attachments are concerning, and the questions we all need to ask ourselves about the stocks we own.

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Episode 22 -  Part Two: Financial Planning Process

November 5, 2018

Jim Black is back with part two of his mini-series: The Financial Planning Process. In part one, Jim outlined the technical aspects of the planning process, but part two is all about the emotional facets.

Jim has retired hundreds and hundreds of clients, so in a way, he has retired at least 200 times.

Tune in as he describes what it’s like to help clients reach that finish line and retire. Jim also covers the emotional-based questions he asks clients to help them prepare for retirement, explains how financial planning has changed for the sandwich generation, and shares his secrets to staying motivated.

Listen in and learn about Jim Black’s strategies for helping clients live their happily ever after in retirement.

The Retirement Solution Inc.: http://theretirementsolution.com/ | Episode 21 - Part One: The Financial Planning Process


Episode 21 - Part One: The Financial Planning Process

October 23, 2018

Today, Matt Halloran and Jim Black bring you part one of their mini-series: The Financial Planning Process. Since financial planning is the cornerstone of what Jim and his team do, Jim is excited to give you a behind-the-scenes view of the process.

In this episode, Jim explains how he formulated the firm’s customized plans—which outlines exactly how much money clients can spend every month of every year for the rest of their lives—and how risk plays a significant role.

Tune in and learn how Jim Black and his team help clients achieve the retirement of their

The Retirement Solution Inc.: http://theretirementsolution.com/



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. 



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.




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.




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.



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.





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 


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.