Tag Archives: Estate Planning

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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Episode 88 – Navigating the Path of Estate Planning Documentation – With Shane Perry



Estate planning is not only for the wealthy. Instead, it’s for anyone who wants their assets and finances to be taken care of (according to their wishes) when they pass away. 

One way to do this is through estate planning documents, and that’s exactly what Shane Perry discusses in this episode of Your Retirement Solution. Shane not only introduces the different records you may need but also sheds some light on techniques you can incorporate within your planning to easily pass assets to your beneficiaries.

In this episode, you will learn:

  • The breakdown of wills, beneficiary designations, and health care power of attorney’s as crucial estate planning documents 
  • The importance of drafting documents according to your state laws and following a consistent beneficiary format 
  • Everything you need to know about wills going into probate 
  • What are letters of intent and what is their purpose within estate planning 
  • How guardianship designations can guarantee care for children in the absence of their parents
  • And more!

Listen today, and find out how these records can help your estate planning flow as seamlessly as possible!

Resources: The Retirement Solution: 888-500-5830 |  YouTube  | Shane Perry