Episode 26 — The ABCDs of Medicare with Neal Phipps

February 6, 2019

In today’s episode, The Retirement Solution’s Cindy Mueller is joined by Medicare Healthcare Advisor Neal Phipps to break down the alphabet soup that is Medicare.

In an episode packed with useful information, Cindy and Neal cover the most common Medicare questions they encounter, which includes:

  • The difference between Medicare Advantage plans and Medigap
  • How to transition from private health insurance to Medicare
  • What makes up parts A through D of Medicare
  • When you should enroll in Medicare
  • And more!

Tune in now for a Medicare crash-course and learn how to choose a plan that is just right for you.

 

Resources:  The Retirement Solution Inc. | Neal Phipps: (425) 985-1865 | npphipps@gmail.com

00:0000:00

Episode 25 - Meet The Retirement Solution Family with COO Carin Sevigny

December 26, 2018

When you work with The Retirement Solution, you work with an entire family. Given their all-hands-on-deck approach, it seems only natural for The Retirement Solution to shine a spotlight on their amazing team members.

Today you will meet Carin Sevigny, The Retirement Solution’s chief operating officer. Carin shares how she came to work for The Retirement Solution and what her role as COO entails.

Here’s what you will learn about in this episode:

  • Carin’s passion for helping others to learn and grow
  • How and why Carin left the hospitality industry to working in the finance industry
  • Why she clicked with President and CEO Jim Black’s mandate right away
  • Details about her plans to become a CERTIFIED FINANCIAL PLANNER™
  • Carin’s definition of success
  • Carin’s greatest accomplishment
  • And more!

Tune in now to meet Carin and learn about the role she plays in helping clients’ retirement dreams come true.

Resources: The Retirement Solution Inc. | Carin Sevigny’s Bio

DA-001033

00:0000:00

Episode 24 - How to Avoid Outliving Your Money

December 12, 2018

With the advancement of technology and medicine, we’re now living longer than ever. As you plan out your life, are you considering how long you might actually live? Most people aren’t considering their own longevity.

In this episode, Jim Black discusses longevity risk: the risk of outliving your money. From long-term medical expenses to recessions and rising taxes, Jim outlines some of the factors you should be considering in case you live longer than expected.

Listen now as Jim explains how you can properly plan for longevity risk, so you can feel confident that living a long, healthy life won’t break the bank.

Resources: The Retirement Solution Inc.

DA-001032

00:0000:00

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.

DA-001031 Summary Document

00:0000:00

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

00:0000:00

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
dreams!

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

DA-000985

00:0000:00

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. 

DA-000956.1

00:0000:00

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.

 

DA-000943.1

00:0000:00

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.

 

DA-000944.1

00:0000:00

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.

DA-000933.1

00:0000:00