Monthly Archives: February 2020

Episode 56 — More Than a Fairytale: How We Help People Retire Happily Ever After

Your dream of retiring doesn’t have to be just a fairytale. Take it from the thousands of clients that we’ve helped achieve their happily ever after. 

In this episode, Matt Perrone, a financial planner with The Retirement Solution (TRS), shares stories about how he has guided pre-retirees to have the income they need and want for the rest of their lives. The clients in these stories range from having a variety of backgrounds and emotions, from overwhelmed and unsure if retirement would even be possible to self-assured and looking for collaboration with a financial planner. 

In this episode, you’ll learn:

  • Why Matt discourages retirees from relying on the stock market
  • About Matt’s approach to working with a young widow who is learning how to manage her finances and plan for retirement
  • About the benefits of working in collaboration with your advisor
  • How TRS works with clients in a way that’s unique from other financial planners
  • And more!

Tune in now to hear stories about people like you who’ve retired, and remained, happily ever after!

Resources:  The Retirement Solution, Inc.

Episode 55 — What to Do If You Have a Heavily Concentrated Position in Real Estate

Do you ever feel trapped by your real estate investments? Maybe you’d like the freedom to travel, but you’re burdened by rental properties that demand regular maintenance. 

In this episode, Mike Whitmore, a financial planner with The Retirement Solution (TRS), walks you through investment options that could give you income while saving you from the real-estate management headache. This engaging conversation is filled with strategies to consider if you have a heavily concentrated position in real estate.

In this episode, you’ll learn:

  • The pitfalls of being heavily funded in one area of the market
  • Ways to become diversified efficiently
  • What a charitable remainder trust is and how it could work for you
  • About an alternative to private REITs (and its benefits)
  • The benefits of working with a fiduciary
  • What Mike experienced going through the process to become a TRS client
  • And more!

Tune in now to discover options for becoming more diversified in your real-estate investments.

Resources:  The Retirement Solution, Inc.