Monthly Archives: August 2019

Episode 42 — The Philosophical Foundation of The Retirement Solution’s Planning Process

From being a broker to a trust officer, Jim Black has played many roles in the financial industry — all of which have taught him valuable lessons about the way he believes the planning process should be done.

Today, Jim shares the lessons he’s learned throughout his time in the financial industry. He explains how they’ve all played a part in creating the philosophical standpoint that The Retirement Solution uses to help clients create plans that both they and their planners believe in.

In this episode, you’ll learn:

  • How Jim’s previous positions shaped his view on how clients should be served
  • Why the planning process is a lengthy one
  • Why Jim has a high level of confidence in The Retirement Solution’s planning process
  • Common reasons why people are resistant to the planning process
  • Why The Retirement Solution continually tweaks its planning process
  • And more!

Listen now to learn about the philosophical underpinnings of The Retirement Solution and how it became the place it is today — a place where clients can receive the retirement plan they want and deserve.

Resources:  The Retirement Solution, Inc.


Episode 41 — Six Ways to Navigate Long-Term Care Costs — With Cindy Mueller

With many parents of baby boomers in need of long-term care, now’s the time when boomers are beginning to look ahead and consider what will happen when they need long-term care themselves.

But how do you go about planning for future long-term care costs?

Today, The Retirement Solution’s Cindy Mueller sits down with Matt Halloran to discuss six different ways people typically fund long-term care and the pros and cons of each approach.

In this episode, you’ll learn:

  • The extent to which Medicare will fund your long-term care needs
  • Why long-term care policies have decreased in popularity over the past decade
  • How long-term care can be a secondary benefit with life insurance
  • The benefits of asset-based long-term care policies
  • The most common objections Cindy sees from clients regarding long-term care
  • And more

Tune in now to learn about the different ways you can plan for long-term care so that you can enjoy a worry-free “happily ever after.”

Resources:  The Retirement Solution, Inc.