Tag Archives: Retirement Planning

106. Understanding How to File for Social Security With Tyler Lively



Social Security is a huge decision we make in retirement that requires you to know when to do it, how to do it, and understanding these things can relieve stress and anxiety.

In this episode, Tyler Lively walks you through understanding how to file for Social Security, and how to best approach it. Tyler shares the four retirement benefits, how people qualify, along with tips and tricks for filing for Social Security. 

Tyler discusses:

  • Understanding the four Social Security retirement benefits
  • Tips and tricks for filing for Social Security
  • If Social Security is taxable 
  • Why you should have a guide to help you with Social Security
  • And more

Connect With Tyler Lively:

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About Tyler Lively: 

Tyler is a native of Washington state, having grown up in Redmond. He has always had a passion for learning and finding the optimal solution to any goal. This drive pushed him to graduate from the prestigious Marriott School of Business (rated one of the top 10 entrepreneurship programs in the U.S.¹).




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

Connect With Cindy Mueller:

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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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104. Getting Ready For Q1 of 2022 With Mike Whitmore



There is plenty of financial and retirement planning that needs to be done before the end of the year, and in the new year.

In this episode, Mike Whitemore provides us with an overview of what The Retirement Solution helps clients with at the end of the year, and in Q1 of the new year. Mike explains the penalty given if you do not take your required minimum distribution, and why right from the beginning of the year it’s good to start having your RMD in place.

Mike discusses:

  • What The Retirement Solution does for clients at the end of the year
  • Why making sure clients have taken their required minimum distributions before December 31st is so important
  • Taking steps to ensure you have required minimum distributions in place in January
  • How you can look to improve your credit score
  • And more

Connect With Mike Whitmore:

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About Our Guest:

Mike Whitmore graduated from Brigham Young University with a BS in Business Management and Marketing and a minor in Dutch Literature. He is a Financial Planner with The Retirement Solution, serves as the President of the Advisory Board for Velvet Media, and is a former co-founder of Fresh Consulting. Prior to becoming a financial planner, Mike worked with Apptio, one of Seattle’s fastest growing SaaS enterprise software firms*, managing the client relationship with Apptio’s top clients for building their practice of Technology Business Management. 

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