Monthly Archives: April 2019

Episode 30 – Meet the Retirement Solution Family — with Associate Planner, Matt Perrone



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


Episode 29 – Meet the Retirement Solution Family — with Financial Planner, Tom Black



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.


Episode 28 – 11 Questions You Should Ask Your Financial Advisor



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.