Monthly Archives: May 2020

Episode 63: Financial Defense for Your “Happily Ever After”



When it comes to planning for your retirement, how sure are you that you’ve done all you can to achieve your “happily ever after”?  

In this episode of Your Retirement Solution Podcast, Jim Black highlights different protections you should have in place to safeguard your retirement savings over time. 

In this episode, you will learn:

  • The importance of a strong financial team
  • How often you should be updating your insurance policies
  • How to build an emergency fund later in life
  • Various aspects of managing risk
  • And more!

Join us to learn the pillars of financial defense and how they can help you achieve your retirement goals.

Resources:  The Retirement Solution

DA-001529.1 Podcast Episode #63


Episode 62: So, You’ve Received an Inheritance. Now What?



Life is unpredictable and circumstances can change. If you’ve suddenly received an inheritance, how do you go about making changes and updates to your retirement plan?

In this episode of Your Retirement Solution Podcast, Jim Black discusses the psychology of inheritance, how to properly maneuver an unexpected influx of money, and how to open that conversation with your advisor.

In this episode, you will learn

  • How to re-adjust your retirement plan if you receive an influx of cash
  • The pros and cons of receiving an inheritance
  • How to save money in taxes when it comes to inheriting money
  • The importance of clear communication when it comes to estate planning
  • And more!

Tune in now to learn how to maneuver a sudden influx in money when you receive an inheritance. 

Resources:  The Retirement Solution

DA-001528.1 Podcast Episode #62