Monthly Archives: June 2020

Episode 65: How To Leave Assets to Your Family, Not to the Government

Can you confidently say that you have a solid estate plan and that you are certain who will get your assets when you pass?

In this episode, Jim Black shares insights and client examples to illustrate the importance of having the tough conversations and taking the time to prepare your final documents that clearly state who will get what after you’re gone.  

In this episode, you will learn:

  • When to update your estate planning documents
  • What happens to your estate if you pass without having created a will
  • How a final letter to those you love can add value and clarity to your decisions
  • The most time-consuming aspect of creating your end-of-life documents 
  • And more!

Tune in for helpful guidance on how to take action in creating your estate plan so that you can feel confident about who will inherit your assets. 

Resources:The Retirement Solution

The Retirement Solution Inc. is an independent financial services firm that helps people create retirement strategies designed to endure the changing market and increase their odds of success in retirement. Consultation with a financial planner helps to determine which strategies may be appropriate for you. This podcast and the presenter’s opinions are not providing legal or accounting advice, and it is advised that you seek legal advice from a licensed attorney in your state, and accounting advice from a qualified accountant. The information presented is for educational purposes only.

Episode 64: Is Semi-Retirement the Key to a Happy Retirement?

How will you spend your time once you’re retired?

 In this episode, Tom Black explores the idea of working after retirement. He reveals why many people choose to continue working and how it could impact their retirement plan. Listen in to discover the financial and social advantages of semi-retirement.

In this episode, you will learn:

  • Why you might be happier working part-time after retirement
  • How to plan your time accordingly so that you are occupied during retirement
  • How a semi-retirement plan differs from a regular retirement plan
  • How your Social Security will be impacted if you start working again after retiring 
  • Plus much more!

Tune in now to learn more about working part-time after retirement.

Resources: The Retirement Solution