Podcast: Play in new window | Download | Embed

Subscribe: Google Podcasts | Spotify | Stitcher | TuneIn | RSS | More

Sometimes, visiting a financial planner can feel like seeing a doctor who’s only looking to prescribe a standard fix for your problems. At The Retirement Solution, associate planner Matt Perrone likes to bring a more warm-hearted approach to clients, and dig a little deeper into their personal needs.

Today, Matt shares more about who he is and why he’s passionate about his job, discussing:

• His favorite part of his job at The Retirement Solution

• His personal, historical and fictional heroes

• His proudest achievement

• What he would do if he became a millionaire

• The book he recommends to friends, family and clients

And more!

Tune in now and get to know Matt and why he’s such a valuable member of The Retirement Solution family!

Resources:  The Retirement Solution Inc. | Matt Perrone’s Bio

Podcast: Play in new window | Download | Embed

Subscribe: Google Podcasts | Spotify | Stitcher | TuneIn | RSS | More

Although Tom Black graduated with the same degree as his brother, Jim Black, Tom never felt a desire to pursue a career in financial services.

This all changed, however, when Tom suddenly found his passion for helping others after editing Jim’s book, ‘Happily Ever After: Retirement Doesn’t Have to be just a Fairytale.’

In this episode, Tom shares more about who he is, discussing:

• How a career change led him to the best job he’s ever had

• Why his brother’s book was such a great inspiration for him

• Why he’s passionate about helping others

• The book he recommends to all his friends and clients

And more!

Tune in now to find out what makes Tom an extraordinary Financial Planner for his clients!

Resources:  The Retirement Solution Inc.

Podcast: Play in new window | Download | Embed

Subscribe: Google Podcasts | Spotify | Stitcher | TuneIn | RSS | More

If you haven’t done so already, it’s time to put your retirement advisor to the test.

Does your advisor have the skills needed to create a customized plan for your dream retirement? Today, Jim Black answers 11 questions that will help you find out.

In this episode, you’ll learn:

• Why Jim believes that investing is about time, not timing

• What credentials to look for in a financial adviser

• Why starting to collect Social Security right away is the best move for some people

• What the most important question to ask your advisor is — and why it matters

And more!

Tune in now to learn how you can find an advisor who will help guide you towards your happily-ever-after retirement!

Resources:  The Retirement Solution Inc.