Marc Oslar Retirement Experience

Are you concerned about running out of money, market volatility, or high taxes in retirement? Join financial advisor Marc Oslar as he dives deep into creating an effective retirement plan . Learn about the three pillars of success— P reservation, I ncome, and G rowth—and discover how to convert assets like your 401k into a reliable paycheck. They also expose common financial planning p...

Are financial headlines making you rethink your retirement? Financial planner Marc Oslar navigates the complexities of retirement planning. Uncover strategies to handle market volatility, rising taxes, and rule changes affecting accounts like 401(k)s. Learn how to balance optimism and pessimism in saving and investing, understand your risk tolerance, and explore different income streams like annui...

Why are 80% of people using Uncle Sam's retirement plan instead of their own? Join hosts Randy Cook and Marc Osler as they dive deep into the financial strategies, products, and pitfalls that determine your retirement success. Discover why popular options like target date funds and variable annuities might not be the most efficient choices, and explore alternatives like Roth conversions , hybrid l...

Are you worried the stock market will crash right as you enter retirement, leaving you with less money than Sam and more like Dave? Join Marc Oslar to explore strategies for a confident retirement, focusing on the three pillars:  Preservation, Income, and Growth (PIG) . Learn how to insulate your retirement income from market volatility with smart preservation tactics like annuities and strat...

Are you ready to rethink your retirement strategy? This episode dives into the real-life decisions, risks, and opportunities facing retirees today—from Roth conversions and Social Security timing to long-term care and inflation. Financial advisor Marc Oslar shares practical insights, cautionary tales, and actionable tips to help you navigate the complexities of retirement planning. Tune in f...

Are you ready to rethink retirement? Dive into the Marc Oslar Retirement Experience, where real stories, candid advice, and transparent conversations help you navigate the challenges of financial planning, income strategies, and overcoming the fear of judgment. Discover why most people don’t use financial advisors, how to build lasting relationships, and what it takes to secure your future&m...

Are you ready to flip your retirement strategy upside down? This episode dives into the real questions about turning your 401k into a paycheck, managing risk, and planning for income, preservation, and growth. Discover why most retirees feel unprepared, how inflation and market swings impact your future, and what you should ask before making big decisions. Get practical insights—without prom...

Are you ready to retire with confidence? This episode dives into the “what ifs” of retirement—income, inflation, taxes, and market risk—revealing practical strategies to preserve wealth and secure your future. Discover why balancing preservation, income, and growth is key, and learn how to avoid common pitfalls with expert insights from the Marc Oslar Retirement Experience....

Are you ready to rethink your retirement paycheck? This episode dives into the real sources of income in retirement, from Social Security and pensions to 401(k)s and annuities. Discover why having multiple income streams can boost your confidence and happiness, and learn how to navigate the changing landscape of retirement planning, estate documents, and financial decisions. Whether you’re a...

Ever wondered if you need a million dollars to retire? Join us as we debunk common retirement myths and explore practical financial strategies. From the 4% rule to annuities, we dive into the nitty-gritty of retirement planning, ensuring you have the knowledge to make informed decisions. Tune in for expert insights and real-life examples that will change the way you think about your financial futu...

Ever wondered if you can truly afford your dream retirement? Join us as we dive into the essential financial questions and strategies that can make or break your golden years. From navigating Social Security changes to making smart investment choices, this episode of the Mark Osler Retirement Experience covers it all. Tune in for expert insights and practical advice to help you plan a secure and f...

If 10 thousand steps a day isn’t necessary, is 1.8 million for retirement also in question? A new retirement risk to pay attention to. Is it possible to be too conservative with your money? Schedule your complimentary appointment today:  MOREtoRetire.com Follow us on Facebook or Instagram ! See omnystudio.com/listener for privacy information.

Warren Buffett is pulling back on risk. Should you? What does the average couple spend per month in retirement? An important question you should answer before you retire. When boring is better with your investments. Schedule your complimentary appointment today:  MOREtoRetire.com Follow us on Facebook or Instagram ! See omnystudio.com/listener for privacy information.

On this week's episode: What you think about retirement may not be true. Are dividend paying stocks still worth it. He hit a snag in his 401(k)-to-Roth conversion. Don’t OVER STUFF your retirement holdings in these areas. Schedule your complimentary appointment today:  MOREtoRetire.com Follow us on Facebook or Instagram ! See omnystudio.com/listener for privacy information.

On this episode: Ideas come and go. These financial ideas have proved valuable for quite a while. Death and taxes. Can you do anything about the second one? Your 401(k), is it a good one or a bad one? Schedule your complimentary appointment today:  MOREtoRetire.com Follow us on Facebook or Instagram ! See omnystudio.com/listener for privacy information.

On this episode: Is early retirement possible for you? Market history: How often do we see pullbacks of 10, 20 and 50%? Should you care about interest rates? Schedule your complimentary appointment today:  MOREtoRetire.com Follow us on Facebook or Instagram ! See omnystudio.com/listener for privacy information.

On this episode: If you panicked in April and went to cash, what now? The total number you have saved may not be what determines your retirement lifestyle. 62, 65, 67, 70, or somewhere in between. How to determine your Social Security filing age. Schedule your complimentary appointment today:  moretoretire.com Follow us on Facebook or Instagram ! See omnystudio.com/listener for privacy inform...

On this episode:  Even people in their 60s are pushing more money into the stock market. This 401(k) holding may not be doing what it says. The #1 problem advisors see when new clients walk in the door. Schedule your complimentary appointment today:  moretoretire.com Follow us on Facebook or Instagram ! See omnystudio.com/listener for privacy information.

On this episode: The common portfolio problems we see in our first analysis. Should you really fear running out of money? Social Security isn’t going to cut it. How do you build a bigger retirement paycheck? Schedule your complimentary appointment today:  moretoretire.com Follow us on Facebook or Instagram ! See omnystudio.com/listener for privacy information.

On this episode: Is now the time to take on extra stock market risk? Were you scarred by 2008 and is it hurting you financially? New pop ups in your 401(k) may not be for pre-retirees. Handling unexpected expenses in retirement. Schedule your complimentary appointment today:  moretoretire.com Follow us on Facebook or Instagram ! See omnystudio.com/listener for privacy information.

On this episode: One couple in their late 50s doesn’t like the up and down of the stock market. Do they really need it? Does everything in your financial plan have a purpose? Protecting you against the Retirement Rottweiler. Schedule your complimentary appointment today:  moretoretire.com Follow us on Facebook or Instagram ! See omnystudio.com/listener for privacy information.

On this episode: Balancing protection and growth in retirement. What is a MYGA? The fear of running out of money has created the fear of spending, and people aren’t enjoying their retirement. Schedule your complimentary appointment today:  moretoretire.com Follow us on Facebook or Instagram ! See omnystudio.com/listener for privacy information.

On this episode: Building income for retirement confidence. Simplify your financial life. Don’t fall into a tax problem with your IRA-to-Roth conversion. Communication black outs, outdated strategies, poor performance: Fixing your “Newark” portfolio. Schedule your complimentary appointment today:  moretoretire.com Follow us on Facebook or Instagram ! See omnystudio.com/liste...

On this episode: During volatile markets, do you make a move or wait it out? Jack Bogle gives us advice on investment fees. You’re coming up on retirement, does that mean you should have your money under a mattress? Schedule your complimentary appointment today:  moretoretire.com Follow us on Facebook or Instagram ! See omnystudio.com/listener for privacy information.

On this episode: Buy and hold, keep your emotions in check, don’t lose money. Does the Warren Buffett way still hold up? We will depend on Government programs for a lot in retirement. But they are constantly changing. How do you keep up? They one factor that might give you the confidence to retire? Schedule your complimentary appointment today:  moretoretire.com Follow us on Facebook or...