Tag Archives: Cindy Mueller

105. The Top 5 Suggestions for Preparing Your Finances for the New Year



How are you preparing your finances in 2022?

In this episode, Cindy Mueller discusses the top 5 suggestions for preparing your finances in 2022. Cindy covers budgeting, estate planning, and how inflation affects your finances. Plus, Cindy talks about the proposed tax law changes from Congress.

Cindy discusses:

  • Why budgeting can be important to a retiree
  • What can happen if you don’t have a will
  • How inflation can affect your finances
  • The tax law changes Congress is proposing for 2022
  • What you can expect in a life-changing event in 2022 like planning to retire
  • And more

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About Cindy Mueller:

Cindy Mueller joined The Retirement Solution in 2008 with a commitment to delivering sound principles of financial management. She offers clients professional counsel in personal finance, investment advisory services, estate planning, and retirement planning.

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101. Portfolio Review Analysis With Cindy Mueller



The end of the year means it’s time for clients’ portfolio reviews. That means it’s time to ensure that you’re still meeting your goals, and checking your risk tolerance.

In this episode, join Cindy Mueller as she explains her analysis of portfolio reviews. Cindy walks us through what a balanced portfolio is, the biggest red flags she spots in portfolios, and how taxes are affected in an investment portfolio.

Cindy discusses:

  • What a portfolio review means
  • What a balanced portfolio is
  • What some of the red flags are when looking at someone’s portfolio
  • How are taxes affected by an investment portfolio
  • And more

Connect With Cindy Mueller:

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About Cindy:

Cindy joined The Retirement Solution in 2008 with a commitment to delivering sound principles of financial management. She offers clients professional counsel in personal finance, investment advisory services, estate planning, and retirement planning.

Cindy grew up in Camas, Washington and holds a BA in Finance from Washington State University. Following graduation, Cindy was accepted into Washington Mutual’s two year management training program where she spent 12 years in various financial roles. In addition to raising her three bustling children, Cindy was active in the Bellevue School District for multiple years as PTSA President, Treasurer, and Auction Chair, earning Volunteer of the Year and the Golden Acorn Award, which is awarded for outstanding service to youth in the community. Additionally, Cindy was awarded the Interlake High School Booster Award.


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Episode 92 -The Financial Aspect of Bereavement with Cindy Mueller



While bereavement means losing something significantly meaningful, like a job or connections pre-retirement, bereavement also means losing and facing the passing of a loved one.

In this episode, The Retirement Solution’s Cindy Mueller breaks down everything you need to know about the financial component of bereavement. All this to help you understand how financial planning (and professionals) can help you reduce and mitigate the stress following the passing of a spouse or family member.

Cindy discusses:

  • How financial advisors can help you address bereavement
  • Using The Retirement Solution’s checklist as a guide: First action items individuals have to take care of after losing a loved one
  • Leave IRA’s, Roth IRA’s, and 401k plans alone: Things widows and widower should avoid doing after losing their spouse 
  • Financial planning considerations to help people reduce the stress after the passing of their spouse 
  • Stories and experiences of widowed individuals 
  • And more

Resources:

Connect with Cindy Mueller:

Connect with The Retirement Solution:

About Cindy Mueller:

Cindy joined The Retirement Solution in 2008 with a commitment to delivering sound principles of financial management. She offers clients professional counsel in personal finance, investment advisory services, estate planning, and retirement planning.

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