Monthly Archives: May 2019

Episode 32 – Meet The Retirement Solution Family — with Marketing Lead, Monica Palmer

If you attend one of The Retirement Solution’s community events, you might be lucky enough to run into Monica Palmer.

As The Retirement Solution’s marketing lead, Monica is dedicated to supporting clients through all of life’s events and educating different communities about retirement planning. In this episode, find out more about Monica’s role and who she is as a person.

In this episode, you’ll learn:

    • How Monica became The Retirement Solution’s marketing lead


    • What she would do differently if she had an infinite amount of money


    • How Monica defines success


    • Why she has taken on the mantra: “I can’t do everything and do anything well”


    • How Monica’s ability to pivot ties in with her proudest achievement


    And more!

Tune in to learn more about Monica, the creative and caring force behind this firm’s events!

Resources:  The Retirement Solution Inc.


Episode 31 — Goal Planning for 2019

Episode 31 — Goal Planning for 2019

When looking back at 2018, do you feel you were properly prepared to deal the year’s challenges? Did you end up spending more than you needed to?

Today, Jim Black discusses why it’s important to set financial goals for the coming year, and what he recommends his clients do when planning for 2019.

In this episode, you’ll learn:

    • What you should look at when setting new financial goals for 2019


    • The impact the new tax laws can make on your plan


    • How planning to do the things you’ve always put off can benefit you in the long run


    • Why you should plan for the unexpected


    And more!

Tune in now and start the new year right by taking control of your financial happily ever after!

Resources:  The Retirement Solution Inc.