Marc on Money with Marc Geels

One of the biggest fears in retirement is running out of money. The good news is there are strategies available to help you get guaranteed income in retirement. It starts and ends with the plan. Marc Geels offers some tips to help you get that guaranteed income for life. 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....

Most experts agree making major financial decisions after the los of a souse is not a good idea. Let your emotions settle down then meet with your advisor and you can potentially avoid costly mistakes. Marc breaks it all down and offers some tips to help you through a very difficult time. That and more on today’s Marc on Money. To learn more visit EFS4U.com or call 712-224-4651. Support the show:...

The SECURE Act 2.0 was signed just before the New Year, bringing big changes for folks from every phase and stage of their retirement planning journey. Just in case you missed the game… Marc has the highlights for you. 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 informati...

Now that 2022 is in the rear view mirror it’s time to get serious about making sure your retirement and income plan is ready to help provide you with a comfortable, secure retirement. Marc Geels has tips to shore up your retirement plan in 2023 and beyond. 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 omnyst...

If you’re planning to retire in 2023 this podcast is for you. Marc offers some solid planning tips to help you retire in this bear market. 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.

This week Marc Geels digs into estate administration. Not the same as estate planning, this happens after someone passes. There are a lot of moving parts and how it’s put together can save time, money and family rifts. 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 informat...

Making your money last all the way through retirement is a challenge. This week Marc Geels offers some tips to help you accomplish the task. From creating a floor to systematic withdrawals Marc guides you through the process. 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 i...

Everyone makes mistakes, but making them in retirement can be costly and should be avoided. This week Marc Geels highlights five of the most common blunders people can make and offer suggestions on how you can avoid them. 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 infor...

Many people have moved some of their retirement funds into cash amid a volatile market and runaway inflation. This week Marc Geels talks about what to do with that cash and how to still have it work for you. 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.

The largest Social Security Cost of Living Adjustment is on the way for 2023. Marc breaks down the impact on retirees. It’s mostly good. On the other side inflation seems to be going nowhere. Marc has some tips to help you retire, despite what the economy and market are doing. 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....

It’s been a while since the age of 65 was considered the ‘magic number’. A recent Gallup poll shows 25% said they would retire by 65. However 39% say they’ll retire after the so-called ‘magic number’. Why are people waiting to retire? Marc Geels has some ideas and offers some tips to help you retire when you want to retire. He also has a great explanation of just what Sequence of Returns risk is a...

This week Marc Geels has some highlights for the proposed SECURE Act 2.0. Among some of the changes that will have a direct impact on retirees include raising the age of RMD’s to 75 in the next ten years. The auto enrollment into a 401(k). Even a reduction in the penalty for missing an RMD from 50% to 25%. That and more on today’s Marc on Money. To learn more visit EFS4U.com or call 712-224-4651....

A recent Fidelity Investments survey shows 71% of Americans are concerned about the impact of inflation and potentially a recession. This week Marc Geels offers some suggestions on how to avoid some retirement related risks to avoid this year. 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.

This week we break down the results of a new survey done by Transamerica to see just what people know and what they don’t know about planning for retirement. For example, do you know that 41% of those surveyed say they have an unwritten plan for retirement.  Is that even possible? Marc Geels offers some help to get you on the right track for retirement. That and much more this week on Marc on Mone...

When it comes to retirement planning sometimes we have to take a step back to make sure everything is working the way it should be. This week Marc Geels offers some do’s and don’ts in planning for your retirement. That and much more this week 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 inform...

Preparing for retirement requires us to dig into a lot of numbers. The question is which number or numbers do we need to pay particular attention to as the retirement date nears. Marc Geels breaks it all down. That and much more this week 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 informatio...

This week Marc Geels compares the game show, The Price is Right and connects it to the inflation we are all experiencing. He’s got some interesting observations and keen insight. Marc tackles some listener questions to wind out the show. That and much more this week 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/lis...

Dealing with change is often difficult. This week Marc Geels digs into how planning for retirement has evolved over the past twenty years or so. The top ten changes in getting too that next phase of life called retirement. That and much more this week 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 priva...

The fear of overspending might be a problem faced by a small but growing group of retirees…it’s possible to live too frugally in your retirement. People spend so much time and effort saving they forget what they were saving for. But why? Marc Geels has put together some ideas to create a strategy that will allow you to feel more comfortable spending in a responsible way. To learn more...

It’s beginning to feel like the worst of the pandemic is behind us. In moving forward some of the old retirement rules need a bit of revision. Marc Geels has some “new rules” for your post pandemic retirement plan. 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.

Running out of money is every retirees worst nightmare. This week Marc Geels outlines some strategies to help make sure you avoid that fate. Don’t let a roller coaster market and rising inflation ruin your retirement. 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.

Long Term Care is often described as the elephant in the room. This week Marc Geels takes a deep dive into several options for long term care and how you can prepare even before you retire. 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.

This week Marc Geels asks the question, is your portfolio ready to play defense and offense? A rough week in the market has many people wondering if their plan is ready for the continuing roller coaster ride called a volatile market. 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.

A rough week in the market and if you are retired or heading into retirement it’s a little nerve wracking. This week Marc Geels offers some tips to help you navigate a volatile market. Investment allocation, yes, but there has to be more. Listen as he outlines several “safe” money strategies. To learn more visit EFS4U.com or call 712-224-4651. Support the show: https://www.efs4u....

The U-S Senate is expected to vote soon on what’s being called SECURE Act 2.0. The original SECURE Act passed in 2019 and brought many changes to retirement planning. What’s in 2.0? Marc Geels has details on today’s show. 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.