Monthly Archives: October 2019

Episode 47 — Financial Advice for Your Younger Self

With finances or just life in general, there’s a benefit to looking back and considering what we could have done differently. We can even use what we’ve learned to help others avoid the same mistakes.

Today, Tyler Lively, CFP® and Ryan Litchfield reveal the financial advice they would share with their younger selves, and the generations to come, to help others make better financial decisions.

In this episode, you’ll learn:

  • Why time is one of your best friends
  • About the power of automatic saving
  • How to start teaching kids financial principles from a young age
  • One of Tyler’s biggest financial mistakes
  • About the Rule of 72 and how to use it
  • And more!

Join Tyler and Ryan now to learn about the financial lessons they’ve learned throughout their lives and careers, and consider: What advice would you give your younger self?

Resources:  The Retirement Solution, Inc.


Episode 46 — Let’s Talk Planner to Planner — With Tyler Lively and Ryan Litchfield

One advantage of having multiple financial planners under one roof is that they’re able to bounce ideas off one another to make the client experience the best it can be.

Today’s episode features two of The Retirement Solution’s planners, Tyler Lively and Ryan Litchfield, for a lively conversation — planner to planner. Tyler and Ryan discuss the planning process and what it’s like from a planner’s point of view, how they’re working to improve their services, and more.

In this episode, you’ll learn:

  • What Tyler and Ryan enjoy most about the planning process
  • Why Tyler uses storytelling to enhance the client experience
  • The most valuable thing Tyler and Ryan have learned on the job this year
  • Why clients are worried about market volatility in the next year and how The Retirement Solution addresses this
  • And more!

Join Tyler and Ryan now for an inside look at a financial planner’s world and how they work to make clients’ retirement dreams come true!

Resources:  The Retirement Solution, Inc.


Episode 45 — Planning for the Three Phases of Retirement

There are three phases of retirement: the go-go phase, the slow-go phase, and the no-go phase.

How you plan for your retirement will greatly affect how you live out each phase. That’s why today Jim Black is taking a deeper dive into each stage of retirement, describing what retirees usually experience in each phase, and sharing how planning can help you make the most of your retirement.

In this episode, you’ll learn:

  • When each phase typically starts
  • Why travel is so appealing to retirees 
  • How traveling in the slow-go phase is different than the go-go phase
  • Why figuring out what you want to do is the hardest part of planning for retirement
  • Experiences Jim’s clients’ have had as they progressed through retirement
  • And more!

Tune in now to learn more about what you can expect in the go-go, slow-go, and no-go phases of your retirement!

Resources:  The Retirement Solution Inc. | (425)-558-3700