Monthly Archives: January 2020

Episode 54 — Clearing up the Misinformation Surrounding Annuities



Considering all of the misinformation that surrounds annuities, are you unsure of whether to use this investment type?

In this episode, Jim Black shines light on the features of annuities and walks you through their advantages and disadvantages. This is an informative conversation that seeks to answer the big question: Can annuities help you achieve your happily-ever-after? 

In this episode, you’ll learn:

  • Who can benefit from an annuity
  • About the different types of annuities
  • What the potential advantages and disadvantages of annuities are
  • About the unique circumstances under which you can bail out of annuities
  • And more!

Tune in now and get your annuity questions answered!

Resources:  The Retirement Solution, Inc.

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Episode 53 — How to Plan for Retirement in the Midst of Life Transitions



Whether you win the lottery, inherit a large sum of money, or suddenly lose your job, the result of this new life transition will affect your finances. 

Today, Jim Black shares how he and The Retirement Solution team assists clients through life’s transitions to help ensure they will be safe and secure in their retirement. This episode is all about helping you discover your options and, ultimately, living the retirement of your dreams. 

In this episode, you’ll learn:

  • How the Retirement Solution guides clients to create a plan that will provide them with the income they need to support their lifestyle throughout retirement
  • Examples of clients who did the proper planning and subsequently learned that they will  be okay after they experienced a life event
  • Why it’s of paramount importance for business owners to set up their succession plan
  • And more!

Tune in and learn how to feel secure in retirement regardless of what life throws at you. 

Resources:  The Retirement Solution, Inc.

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Episode 52 — Can I Increase My Odds of Living Happily Ever After By Attending A Class?



Not everyone needs a financial planner, but we do all have questions like, “Will I be okay in retirement?” “When should I start collecting Social Security?”

Today, Tom Black shares how he, and The Retirement Solution’s team, partner with the American Financial Education Alliance (AFEA) to provide the community with free financial education. Learn why these classes are helping people resolve their biggest retirement questions.

In this episode, you’ll learn:

  • AFEA’s nonprofit mission 
  • Who can benefit from these free financial classes 
  • What topics are offered 
  • Reasons why you are encouraged to attend 
  • And more!

Tune in and discover all that you can gain from attending these free educational events.

Resources:

The Retirement Solution, Inc.

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