Marc on Money with Marc Geels

In this conversation, Marc and Steve discuss low-risk investment options and alternatives for cash. They cover topics such as real estate investments, including rental properties and 1031 exchanges, as well as the benefits of owning individual bonds versus bond funds. They also explore the importance of managing cash effectively and highlight the potential returns that can be earned by investing i...

In this conversation, Marc Geels discusses the importance of having a written plan for retirement and the role of a financial advisor in helping individuals navigate the complexities of retirement planning. He highlights some new rules and strategies that have emerged in retirement planning, such as Roth accounts in defined contribution plans and the ability to receive matching contributions from...

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 conversation discusses the importance of having a written plan for retirement and the parallels between financial planning and college basketball. It emphasizes the need for organization and diversification in investment portfolios. The conversation also explores the role of emotions and coaching in financial decision-making. The hosts share quotes from legendary basketball coaches, highlight...

In this conversation, Mark Geels discusses the importance of having a written plan for retirement and understanding how it will work. He compares retirement planning to the game of football, highlighting the similarities in strategies and momentum shifts. Mark emphasizes the need to be aware of market cycles and adjust investment strategies accordingly. He introduces the Income for Life model, whi...

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. Support the show: https://www.efs4u.com/ See omnystudio.com/listener for privacy information.

It’s important to know the cold, hard truth of your financial situation when planning for retirement. Marc Geels offers solutions to help you navigate harsh retirement planning truths, how you can be the CEO of your retirement and ROIs. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651. Support the show: https://www.efs4u.com/ See omnystudio.com/listener for privac...

There are plenty of frequently asked questions about retirement. Marc Geels points out that we all have similar questions and there are no two answers the same. He covers ‘how much do I need to retire’ to when should I take Social Security to maximize the benefit. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651. Support the show: https://www.efs4u.com/ See omnyst...

This week we hear clips from the past year. Marc Geels covers a new way to look at a 401(k). When does a Roth double as a creative way to save for college. He goes over different kinds of guaranteed income including Social Security. Marc breaks down the sequence of returns risk and winds up explains the time segmented distribution plan for retirement. To learn more visit EFS4U.com or call 712-224-...

There are many reasons why folks forgo working with a financial professional. Marc Geels breaks down 10 of the most common reasons folks resist professional help while building their financial plans and explain exactly how a financial advisor would be able to help. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651. Support the show: https://www.efs4u.com/ See omnys...

Northwestern Mutual’s 2023 Planning & Progress Study highlights Americans' attitudes about their finances and the current financial state of the economy. Today, Marc Geels dives into the biggest takeaways from this survey and discusses what you can do to find the peace of mind and financial security you desire and deserve. That and more on Marc on Money. To learn more visit EFS4U.com or call 7...

Hey, have you ever heard that saying about assumptions? Well, when it comes to retirement, making certain assumptions can really mess things up, and it's not easy to bounce back from. Today, Marc Geels dives into six financial planning assumptions that you definitely want to steer clear of on your way to and through retirement. Plus, we've got some tips to help you stash away more savings. That an...

Establishing the right money mindset is key when establishing your financial future. This week Marc Geels helps us assess where we are now and offers some tips to help keep a positive mindset all the way through retirement. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651. Support the show: https://www.efs4u.com/ See omnystudio.com/listener for privacy information...

Some 10,000 Baby Boomers, or those born between 1946 and 1964 are retiring every day. There’s one group that is feeling the effects of today’s economy more than the others, Marc Geels dives into the ‘late boomer dilemma’. Then is it fact, fiction or somewhere inbetween? From Robo advisors to defining the difference between risk tolerance and risk exposure. That and more on Marc on Money. To learn...

This week Marc Geels walks us through the Hollywood Financial Hall of Shame. We cover some of the biggest financial blunders made by some pretty big names including Billy Joel, MC Hammer and Kevin Bacon. Marc offers some insight to help you avoid making those wrong turns in retirement. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651. Support the show: https://www...

If you’re in your 50’s your retirement date is on the horizon. This week Marc Geels offers some things you can do now to help make sure you are ready. Consider adding these to your “to-do” list to help you prepare for the second half of your life called retirement. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651. Support the show: https://www.efs4u.com/ See omnys...

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. Support the show: https://www.efs4u.com/ See omnystudio.com/listener for privacy information.

There's so much to consider when planning for retirement it can seem overwhelming and have you headed for the Xanax. This week Marc takes a deep dive into calming the fears and taking the worry out of planning for retirement. He goes into detail about Time Segmented Distribution and how that can make all the difference once you get to retirement. Support the show: https://www.efs4u.com/ See omnyst...

The SECURE Act 2.0 brings some sweeping changes in retirement planning. Marc Geels highlights some of the more than 90 provisions. From IRA’s and 401(k)’s to revising penalties and QCD’s. Marc shares his insight and how it could affect those heading into retirement soon. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651. Support the show: https://www.efs4u.com/ See...

A new poll conducted by Quinnipiac University has highlighted the top financial concerns facing Americans today. The top concern for those under 65 was saving for retirement. (25%) For those over 65 26% say their top concern is anxious about saving for retirement. Where do you fall? Marc Geels digs deep and offers some insight that could ease the stress. That and more on Marc on Money. To learn mo...

On a new episode of Marc on Money with Marc Geels the advisor takes the hot seat for a Family Feud inspired challenge titled Financial Feud using the results of the 2023 EBRI Retirement Confidence Survey. Marc explores the importance of living comfortably and worry-free in retirement while offering tips that you can apply to your plan today. He explores the benefits of Roth IRAs and how they diffe...

This week Marc poses the question, what can I do to create dependable, consistent sustainable income in retirement. Stick around he’s got some great suggestions and offers several strategies to help make that happen. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651. Support the show: https://www.efs4u.com/ See omnystudio.com/listener for privacy information.

Shifting gears from saving for retirement to spending in retirement can be a difficult adjustment. Good news, one of my specialties is helping people do just that. Marc takes us through his process for getting to and through retirement. That and more on today’s Marc on Money. To learn more visit EFS4U.com or call 712-224-4651. Support the show: https://www.efs4u.com/ See omnystudio.com/listener fo...

The recent bank failure, along with wild swings in the market and rising interest rates have many pre-retirees and retirees running for the hills. Come on back down. Today we’ll cut through the noise and calm the fears. That and more on today’s Marc on Money. To learn more visit EFS4U.com or call 712-224-4651. Support the show: https://www.efs4u.com/ See omnystudio.com/listener for privacy informa...

Marc weighs in with his thoughts on the Silicon Valley Bank Failure and what it could mean in the long term. He also gets into ways you can help make sure you don’t run out of money in retirement. That and more on today’s Marc on Money. To learn more visit EFS4U.com or call 712-224-4651.  Support the show: https://www.efs4u.com/ See omnystudio.com/listener for privacy information.