Monthly Archives: March 2020

Episode 58 — What It Means to Have Your Own Financial Family — With Charlene Nelson

Do you have your own financial family to help you plan for a happily-ever-after retirement?

In this episode, Charlene Nelson, a client servicing specialist at The Retirement Solution (TRS), discusses the support she offers clients that goes beyond the call of duty — and is truly part of TRS’ family culture. This is a conversation that illuminates the exceptional care that TRS shows their clients to and through retirement. 

In this episode, you’ll learn:

  • How Charlene got into the financial industry
  • What she and the TRS team do to support surviving spouses
  • What makes Charlene tick and how she likes to spend her off-time
  • And more!

Tune in now to meet Charlene and consider what it would be like to have a financial family on your side. 

Resources:  The Retirement Solution, Inc.


Episode 57 —Your Solutions to the SECURE Act’s Biggest Changes

Now that the SECURE Act is in motion, have you considered what changes you need to make to your retirement accounts and the other pieces of your retirement plan?

In this episode, Tyler Lively, a financial planner at The Retirement Solution, explains how the changes brought about by the SECURE Act might impact your retirement plan and any heirs who will inherit an IRA. Tyler then uncovers strategies to help you make the most of these significant changes.

In this episode, you’ll learn:

  • About the major changes that have been triggered by the SECURE Act
  • What can be done with your retirement accounts today that will benefit your heirs
  • Why it’s now crucial to have your trust re-evaluated 
  • What the transfer process involves and how The Retirement Solution can help
  • And more!

Tune in now and get your SECURE Act questions answered

Resources:  The Retirement Solution, Inc.