Monthly Archives: April 2020

Episode 61 – How Maslow’s Hierarchy of Needs Affects Your Retirement Plan

Are you prioritizing your financial needs and wants when it comes to retirement? Are you familiar with Maslow’s Hierarchy of Needs? You might be surprised to know that depending on your generation, your strategy and priorities may differ when it comes to saving and planning for retirement.

In this podcast episode, TRS Planner Cindy Mueller discusses retirement strategies for each generation and how they correlate to Maslow’s Hierarchy of Needs. Join us now for another exciting edition of ‘Your Retirement Solution Podcast’.

In this episode, you’ll learn:

  • How the Maslow’s Hierarchy of Needs theory can help you plan for retirement
  • How each generation since World War II has had to face slightly different economic challenges than the previous generation
  • Where to look to find more money for things that we want vs. the things that we need (and how to balance the two)
  • How the nuanced financial challenges each generation must face will affect how they plan for retirement
  • And much more!

Resources:  The Retirement Solution, Inc. | Maslow’s Hierarchy of Needs Explained


Episode 60 — The Truth About Popular Finance Myths

Do you believe it’s impossible to know how much money you will need to live on in retirement and not run out? 

In this episode of The Retirement Solution Podcast, Jim Black unravels some of the most popular myths about finances in retirement. He also explains why it’s imperative to know how much money you’ll need every month of every year in order to continue your current standard of living throughout your retirement years.

In this episode, you will learn

  • Whether or not you’ll make less money if you move into a higher tax bracket
  • Why it may or may not be beneficial to rent instead of own property
  • When is the best time to invest in the stock market
  • What to ask yourself before paying with a credit card
  • How it’s possible to know how much money you’ll need every month in retirement
  • Plus much more

Tune in now to learn the truth about some of the most prevalent myths regarding retirement planning. 

Episode 59 —The SECURE Act Explained

The SECURE Act that was passed into law in December 2019 is now in effect. How will it change the way you plan for retirement?

In this episode, Jim Black, President and CEO of The Retirement Solution, explains how the SECURE Act will affect how you prepare for retirement. This is an informative conversation where Jim walks you through the Secure Act’s biggest changes and presents planning opportunities and solutions for today’s retirement-savers.

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
  • How small business owners and employees will benefit from particular changes
  • And more!

Tune in now to learn about the SECURE Act’s most significant changes and how they will impact retirement planning. 

Resources:  The Retirement Solution, Inc.