Monthly Archives: February 2019

Episode 27 – Meet The Retirement Solution Family—with Financial Planner Tyler Lively



The Retirement Solution family is made up of an amazing team who are all dedicated to making retirements dreams come true.

In this episode, you’ll get to meet one of their financial planners Tyler Lively! Tyler is passionate about helping retirees discover how much money they can spend each month for the rest of their lives.

In this episode, you’ll learn:

    • The impactful moment clients often experience while planning with The Retirement Solution that makes Tyler love his job so much

 

    • Why he enjoys having an interactive partnership with clients

 

    • What Tyler enjoys doing when he’s not in the office—and some things most people don’t know about him

 

    • Why he keeps a “treasured moments” journal

 

    And more!

Tune in now to learn more about Tyler Lively and why he’s a great fit at The Retirement Solution!

Resources:The Retirement Solution Inc. | Tyler Lively’s Bio


Episode 26 — The ABCDs of Medicare with Neal Phipps



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