Monthly Archives: October 2018

Episode 21 – Part One: The Financial Planning Process

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 theirdreams!

The Retirement Solution Inc.: