Marc on Money with Marc Geels

Inflation is at a 40 year high. For many people nearing retirement they’ve never had to deal with the rapidly increasing prices of just about everything. Marc says you can navigate through the ups and downs and still retire on time and maintain the lifestyle you planned for in retirement. To learn more visit EFS4U.com or call 712-224-4651.  Support the show: https://www.efs4u.com/ See o...

This week Marc Geels offers some inflation-survival strategies that could help alleviate some stress on your portfolio. That and much 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.

Don't let taxes derail your retirement and estate planning. This week Marc Geels outlines several strategies that could help keep more of your retirement dollars  where they belong – with you. That and much more. 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 tackles two obstacles regarding inflation: 1, rising prices put stress on fixed income and 2, investing in a retirement plan to keep up with a higher cost of living. Marc offers several potential solutions to help avoid the pain. Then he digs into bonds and how they could add volatility to your portfolio. That and much more. To learn more visit EFS4U.co m or call 712-224-4651....

This week Marc Geels has the market on his mind. No question it’s been a bit of a roller coaster and seems to be headed toward an adjustment…or not. He quotes what he said in March of 2020 and it might surprise you. 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.

Finding the right advisor to help plan your retirement is a process. How do you know if you have the right person for you? This week Marc Geels lays out what you should look for and what you should avoid. 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.

Today Marc Geels talks about financial rules of thumb. They are defined as an approximate method for doing something, based on practical experience rather than theory. Rules of thumb are not always true but usually true. He covers everything from index funds to the tried and true rule of 72. To learn more visit EFS4U.com or call 712-224-4651.  Support the show: https://www.efs4u.com/ See omny...

This week Marc Geels digs into the current market and what’s going on and how it can affect your retirement. He addresses inflation and potential income tax increases. He says if you are in or near retirement the year ahead could be a bit of a bumpy ride. To learn more visit EFS4U.com or call 712-224-4651.  Support the show: https://www.efs4u.com/ See omnystudio.com/listener for privacy...

This week Marc Geels poses the big question: Do I have enough money to retire? There’s no easy answer. Marc outlines some simple calculations that can help you see if you are ready and equally important that your money will take you all the way through retirement. It all starts and ends with the plan and Marc has some strategies to help you achieve a successful retirement. To learn more visi...

This week Marc Geels breaks down some things you should not overlook in planning for retirement. Key areas include optimizing your 401(k), making sure you know how much income you need in retirement and healthcare. That and much more.  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.

No matter how much we’ve saved for retirement there are at least five expenses that can make a dent in our savings. This week Marc Geels highlights these and offers some tips on what you can do to avoid them 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.

Market volatility is on Marc Geels mind this week. He has a great breakdown on the sequence of returns risk. Marc's background in behavioral finance brings insight not seen in most advisors. Then he explains the computative principle of mathematics. You might be surprised. To learn more visit EFS4U.com or call 712-224-4651. Support the show: https://www.efs4u.com/ See omnystudio.com/listener for p...

When it comes to retirement planning Marc Geels says there are no stupid questions. This week he goes through a number of questions he gets regularly. Things like: When can I retire, How do I retire. When should I take Social Security and many 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 fo...

Being your own worst enemy when it comes to retirement planning. It can happen. This week Marc Geels tackles some ways to make sure we are not sabotaging our future. He says it starts with education. 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.

Marc Geels poses the question: do you want more money, more time or more fun in retirement? The answer is simple. All of the above. Now achieving that is the challenge that we face as we prepare for retirement. He talks about the wild swings in the market and how to protect our assets along the way. To learn more visit EFS4U.com or call 712-224-4651. Support the show: https://www.efs4u.com/ See om...

This week Marc Geels digs into the certainty of uncertainty in retirement. He digs into the 5.9% Social Security COLA for 2022 and what it means for seniors. Marc explains how Social Security is taxed at several levels. He talks about the current inflation and offers some tips to help weather that storm. To learn more visit EFS4U.com or call 712-224-4651. Support the show: https://www.efs4u.com/ S...