If you are nearing retirement you can start to get anxious about whether or not you can maintain your current lifestyle. 

But don't worry, there is a solution!

In this episode, Shane Perry explains the top 3 decisions to make now regarding your retirement. He explores why resetting your clock is one of the best ways to move into retirement.

Shane discusses:

• Why you should start your financial planning with the end in mind
• Understand how much money it takes on a monthly or yearly basis to maintain your current lifestyle
• What you want to do with your time in retirement
• And more

Connect With Shane Perry:

• shane@trsfamily.com 

Connect With The Retirement Solution:

• The Retirement Solution 
• (888) 500-5830

About Shane Perry:

At the beginning of 2014, Shane joined The Retirement Solution as a Client Manager with the motivation and commitment to represent a client’s needs above all else. In 2019, Shane changed his title to Associate Planner. Seeking to build on his passion to further help people transition smoothly into retirement with the knowledge and confidence of a solid income plan, Shane was promoted to Financial Planner status in June 2020. Building strong relationships and watching his clients achieve and sustain their retirement hopes and dreams is what inspires Shane’s work to thrive every day.

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:

• tyler@trsfamily.com
• (425) 558-3700

Connect With The Retirement Solution:

• The Retirement Solution 
• (888) 500-5830

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).

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:

• cindy@trsfamily.com 
• The Retirement Solution 
• Cindy Mueller on LinkedIn

Connect With The Retirement Solution:

• The Retirement Solution 
• (888) 500-5830

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.