Monthly Archives: July 2020

Episode 68: Investing 101 – With Matt Perrone

Is there a secret formula that suggests how much money you should invest?

In this episode, Matt Perrone discusses the top financial planning considerations you should have when thinking of investing. 

In this episode, you will learn:

  • The difference between stocks and bonds 
  • How an Exchange Traded Fund (ETF) works
  • How to use real estate as an investment 
  • What commodities are and their benefits 
  • And more!

Tune in to learn crucial financial tips that will help guide you toward better investing and retirement success! 

Resources:  The Retirement Solution 


Episode 67: Seven Common Mistakes to Avoid Making with Your Retirement Money

Did you know that the number one mistake pre-retirees make heading into retirement is not having a plan?

In this episode, Jim Black tackles the seven most common mistakes to avoid when it comes to saving for retirement and shares tips that should be considered when planning the next phase of your post-career life. 

In this episode, you will learn:

  • When to start collecting Social Security benefits and how this impacts your overall income
  • The disadvantages of taking 401(k) money too soon
  • The pros and cons of spending in retirement 
  • Why it’s important to consider healthcare and long-term care costs
  • And more!

Tune in to learn the strategies you can implement now to avoid the seven common mistakes made in retirement planning!

Resources:The Retirement Solution | Your Retirement Solution Podcast 


Episode 66: The Importance of Teamwork in the Financial World – with Ryan Litchfield

Did you know that collaboration is a vital component in financial organizations?

In this episode of The Retirement Solution Podcast, Ryan Litchfield from The Retirement Solution explains the different aspects of the firm’s team while highlighting the role of collaboration in promoting a successful client service and experience. 

In this episode, you will learn:

  • How team collaboration promotes a better client experience 
  • The contribution of associate planners at The Retirement Solution
  • Client-advisor relationship at The Retirement Solution 
  • How the team interacts with clients 
  • And more!

Tune in to learn more about the importance of teamwork within a financial organization. 

Resources: The Retirement Solution | Your Retirement Solution Podcast