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Episode‌ ‌72‌ ‌-‌ ‌Financial‌ ‌Players‌ ‌You‌ ‌Need‌ ‌on‌ ‌Your‌ ‌Retirement‌ ‌Team‌ ‌––‌ ‌With‌ ‌Cindy‌ ‌Mueller‌ ‌

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Manage episode 272723778 series 2365731
Content provided by Jim Black. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Black or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Do you have a solid financial team to keep you on track for life after retirement? Today, Cindy Mueller, a financial planner and tax advisor with The Retirement Solution, walks you through a list of professionals that make up an all-star team, and what role they each play in helping you live your happily ever after in retirement.

In this episode, you will learn:

  • Why financial planners maintain good relationships with estate planning attorneys
  • How a personal coach can help you navigate life's transitions
  • How life, health, and annuity insurance may fit into your plan
  • Why a good relationship with your realtor should be part of your team
  • And more!

Tune in to get a list of financial players to add to your retirement team!

Resources: The Retirement Solution Inc.

DA-001683.1

  continue reading

100 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on September 02, 2022 14:46 (2y ago). Last successful fetch was on July 27, 2022 20:04 (2y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 272723778 series 2365731
Content provided by Jim Black. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Black or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Do you have a solid financial team to keep you on track for life after retirement? Today, Cindy Mueller, a financial planner and tax advisor with The Retirement Solution, walks you through a list of professionals that make up an all-star team, and what role they each play in helping you live your happily ever after in retirement.

In this episode, you will learn:

  • Why financial planners maintain good relationships with estate planning attorneys
  • How a personal coach can help you navigate life's transitions
  • How life, health, and annuity insurance may fit into your plan
  • Why a good relationship with your realtor should be part of your team
  • And more!

Tune in to get a list of financial players to add to your retirement team!

Resources: The Retirement Solution Inc.

DA-001683.1

  continue reading

100 episodes

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