Monthly Archives: January 2021

Episode 81 – A Comprehensive Look at Our Planning Process – With Mike Whitmore



When you near retirement, you need to look at things differently. It’s like having a different strategy in the second half of a football game!

Today, Mike Whitmore explains how our planners at The Retirement Solution help folks create just the right plan for their unique retirement vision. Mike dives deep into our comprehensive planning process and discusses the various steps involved.

In this episode, you will learn:

  • How we customize your income plan through our holistic planning process to effectively address all of your fears and concerns
  • The five major pillars covered during our planning process
  • Ways in which our process differs from that of a regular broker or an insurance representative
  • What defines an ideal client for us to work with
  • And more!

Tune in now to fully understand the planning process at TRS, and how it can help you achieve your goals and sustained retirement success! 

Resources:  The Retirement Solution I (425) 558-3700

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Episode 80 – Learning Lessons from 2020: Implementing Financial Changes in 2021 with Cindy Mueller



It’s no secret that 2020 was a year full of lessons, especially from a health and financial security point of view.

In this episode of Your Retirement Solution Podcast, CFP® and Tax Advisor, Cindy Mueller, explains how reflecting upon 2020 can help people prepare for 2021, while discussing the importance of saving for emergency and increasing retirement funds.

In this episode, you will learn the importance of:

  • 401Ks and Roth IRA’s: The importance of contributing
  • Saving young: Why you should avoid living paycheck to paycheck 
  • Fear and greed as they relate to the stock market
  • Cindy’s insight on the 2021 tax environment 
  • And more!

Tune in to discover the value of saving and ALWAYS having a systematic plan in place!

Resources:  The Retirement Solution I Cindy Mueller

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