Marc on Money with Marc Geels

Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. They draw parallels between sports strategies, particularly bracketology, and financial planning, emphasizing the need for a diversified investment strategy that includes safe bets and high-risk options. The discussion also covers the role of part-time work in retirement, the importance of communicat...

Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. They draw parallels between sports strategies, particularly bracketology, and financial planning, emphasizing the need for a diversified investment strategy that includes safe bets and high-risk options. The discussion also covers the role of part-time work in retirement, the importance of communicat...

Marc Geels discusses the implications of tariffs on retirement planning, the influence of inflation, and the importance of having a solid financial plan. They emphasize the need for clients to understand the purpose of their money and how external factors like tariffs and market volatility can impact their retirement income. The discussion also highlights the significance of seeking professional f...

Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. They draw parallels between sports strategies, particularly bracketology, and financial planning, emphasizing the need for a diversified investment strategy that includes safe bets and high-risk options. The discussion also covers the role of part-time work in retirement, the importance of communicat...

Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. They draw parallels between sports strategies, particularly bracketology, and financial planning, emphasizing the need for a diversified investment strategy that includes safe bets and high-risk options. The discussion also covers the role of part-time work in retirement, the importance of communicat...

Marc Geels discusses the critical aspects of financial planning for retirement. They emphasize the necessity of having a written financial plan, understanding inflation's impact on retirement savings, navigating the complexities of investment choices, and preparing for healthcare costs. They also cover tax strategies to minimize liabilities and the importance of legacy planning to ensure efficient...

Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. They draw parallels between sports strategies, particularly bracketology, and financial planning, emphasizing the need for a diversified investment strategy that includes safe bets and high-risk options. The discussion also covers the role of part-time work in retirement, the importance of communicat...

Marc Geels discusses the critical importance of having a written financial plan as individuals approach retirement, especially in light of the significant number of baby boomers reaching retirement age, referred to as 'Peak 65'. He emphasizes the need for diversified income streams beyond Social Security, the rising costs of healthcare, and the importance of planning for long-term care. Mark intro...

Marc Geels discusses the implications of tariffs on retirement planning, the influence of inflation, and the importance of having a solid financial plan. They emphasize the need for clients to understand the purpose of their money and how external factors like tariffs and market volatility can impact their retirement income. The discussion also highlights the significance of seeking professional f...

Marc Geels discusses the critical aspects of retirement planning, emphasizing the importance of having a written financial strategy. They explore common mistakes made by retirees, particularly the Baby Boomer generation, such as underestimating expenses and failing to plan for healthcare costs. The discussion also covers the significance of Social Security decisions, tax strategies, and long-term...

Marc Geels discusses the critical aspects of retirement planning, emphasizing the importance of having a written financial strategy. They explore common mistakes made by retirees, particularly the Baby Boomer generation, such as underestimating expenses and failing to plan for healthcare costs. The discussion also covers the significance of Social Security decisions, tax strategies, and long-term...

Mark Geels discusses the critical importance of having a financial plan as one approaches retirement. They delve into behavioral finance, exploring how emotions and biases influence financial decisions. The discussion highlights common fears, such as the fear of running out of money, and the impact of biases like anchoring on investment choices. They emphasize the need for cooling-off periods befo...

Marc Geels discusses the implications of tariffs on retirement planning, the influence of inflation, and the importance of having a solid financial plan. They emphasize the need for clients to understand the purpose of their money and how external factors like tariffs and market volatility can impact their retirement income. The discussion also highlights the significance of seeking professional f...

Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. They draw parallels between sports strategies, particularly bracketology, and financial planning, emphasizing the need for a diversified investment strategy that includes safe bets and high-risk options. The discussion also covers the role of part-time work in retirement, the importance of communicat...

Marc Geels discusses the implications of tariffs on retirement planning, the influence of inflation, and the importance of having a solid financial plan. They emphasize the need for clients to understand the purpose of their money and how external factors like tariffs and market volatility can impact their retirement income. The discussion also highlights the significance of seeking professional f...

Marc Geels discusses the critical importance of having a written financial plan as individuals approach retirement, especially in light of the significant number of baby boomers reaching retirement age, referred to as 'Peak 65'. He emphasizes the need for diversified income streams beyond Social Security, the rising costs of healthcare, and the importance of planning for long-term care. Mark intro...

Mark Geels discusses the critical importance of having a financial plan as one approaches retirement. They delve into behavioral finance, exploring how emotions and biases influence financial decisions. The discussion highlights common fears, such as the fear of running out of money, and the impact of biases like anchoring on investment choices. They emphasize the need for cooling-off periods befo...

Marc Geels discusses the critical aspects of financial planning for retirement. They emphasize the necessity of having a written financial plan, understanding inflation's impact on retirement savings, navigating the complexities of investment choices, and preparing for healthcare costs. They also cover tax strategies to minimize liabilities and the importance of legacy planning to ensure efficient...

Mark Geels discusses the critical aspects of retirement planning, emphasizing the importance of having a written financial strategy. They explore common mistakes made by retirees, particularly the Baby Boomer generation, such as underestimating expenses and failing to plan for healthcare costs. The discussion also covers the significance of Social Security decisions, tax strategies, and long-term...

Marc Geels emphasizes the critical importance of having a comprehensive financial plan for retirement. He discusses various financial gaps that individuals may face, including knowledge, resources, perception, and empowerment gaps. The conversation highlights the need for education, professional advice, and a proactive approach to retirement planning to ensure financial security and peace of mind....

Marc Geels discusses the increasing threat of cybercrime and identity theft, highlighting recent data breaches and scams. The main focus is on protecting personal information and taking proactive measures to prevent fraud. The conversation covers topics such as freezing credit, monitoring credit reports, and being cautious of phishing scams. The host emphasizes the importance of seeking advice fro...

When nearing retirement, it's crucial to have a written plan and understand how it will work. The top three major things to plan for are the expiration of the Tax Cut and Jobs Act, the outcome of the upcoming elections, and the finalization of beneficiary distributions for inherited IRAs. It's important to have a plan B in place for these uncertainties and to start planning early. Additionally, it...

In this conversation, Marc and Steve discuss the current state of the economy and the potential for interest rate cuts. They explore the historical context of rate cuts and the risks associated with cutting rates too quickly. They also emphasize the importance of reviewing investment allocations and considering diversification to protect retirement assets. The conversation then shifts to the topic...

This week Marc Geels digs into estate planning and how you can prepare the right plan for you. He also offers some tips on ways to distribute the estate effectively and tax efficiently. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651. Originally posted August 4, 2023 Support the show: https://www.efs4u.com/ See omnystudio.com/listener for privacy information.

A new year with new resolutions. The question is, how long will they last. Marc Geels has some ways you can execute and succeed at improving your finances and reaching your financial planning goals in 2024. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651. This was orginally released on January 16, 2024 Support the show: https://www.efs4u.com/ See omnystudio.com/l...