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.