Retirement Roadmap

Instead of simply reporting your taxes, join us as we navigate how to plan your taxes, especially for your retirement, with the guidance of Mark and Evan Fricks. In this episode, we'll tackle the tough topics, from the impact of inflation to the nuances of required minimum distributions and the taxation of Social Security benefits. We believe a proactive financial plan is not just a good idea...

When it comes to retirement, the thought of an income gap can be daunting. In this episode, Mark and Evan Fricks of MasterPlan Retirement Consultants provide valuable insights to help you understand what a retirement income gap is and introduce you to investment tools that may better equip your plan for a stress-free retirement. Have a topic or question you'd like Mark and Evan to address in...

With the beginning of 2024, we engage the onset of another presidential election year in the United States, and in this episode, Mark and Evan Fricks discuss how this unique season typically impacts the market and our client's investments according to historical data. Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at info@masterplanretire.com o...

Many Americans' largest asset is their 401(k), 403(b), traditional or Roth IRA but few know the details, rules, and intricacies of their accounts. When it comes to withdrawals from these accounts, you want to make sure you're aware of applicable tax and plan-specific rules. In today's episode, Mark and Evan Fricks will discuss some of these rules while also sharing some tips on how...

What's your retirement risk number? What is a risk number? Join Mark and Evan Fricks as they discuss risk numbers and how they can be used to tailor your financial retirement plan. Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at info@masterplanretire.com or call 770-980-9262. https://masterplanretire.com/ Catch all episodes of our podcast at...

As we prepare for another year, it's a great time to revisit or reset our personal goals, including financial goals. In this episode, we discuss how MasterPlan guides our clients through approaching their own financial goals for retirement or retirement preparation. Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at info@masterplanretire.com or...

In this episode, we discuss important deadlines and rules for the Roth IRA and how it compares and contrasts to what we call the "super Roth," otherwise known as a LIRP (life insurance retirement plan.) We touch on the Trump-era Tax Cuts and Jobs Act (TCJA) of 2017, how its nearing expiration could impact your retirement plan, and some tools that are available to prepare for potential in...

In this episode, we interview Brittney Young of Hands of an Angel Homecare , a home care company based out of Cobb County, Georgia serving customers in twelve local counties.  What is home care? We discuss home care needs, misconceptions, and how to determine when you or a loved one is ready for in-home assistance. Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast...

Surprisingly, even some of the most successful people in our culture with abundant resources have made classic estate planning mistakes. In this show, we recall some famous estate planning mishaps and how an unexpected passing can prove to be disastrous to an ill-prepared plan. Join us as we provide thoughts for you to consider for your own legacy and estate plan. Visit us online at https://master...

Today we interview Julie Chastain of Secern Financial and discuss common Medicare questions and misconceptions. Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes Listen to Mark Fricks on Saturdays at 8:30 a.m. EST on AM920 WGKA Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement W...

In this episode, we discuss Black Monday and the risks and fears associated with investing in the market, and how we as holistic retirement planners use the market as part of a complete "retirement roadmap." Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes Listen to Mark Fricks on Saturdays a...

We like to think of ourselves as rational people, but often our actions can prove the opposite. Even with training, education, and experience, investors still make decisions that can go against their best interests. We may not be able to eliminate our emotional response to our personal finances and investing but we can be aware that these responses exist in all of us, recognize them, and make info...

The passing of a spouse can be an incredibly difficult process to contend with. In this show, we discuss step-by-step items to consider so that the surviving spouse can focus on grieving their loved one and not be overwhelmed by financial concerns. Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes Liste...

In this video, we discuss a handful of major points in our pre-retirement checklist to consider as you prepare for your own retirement. Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes Listen to Mark Fricks on Saturdays at 8:30 a.m. EST on AM920 WGKA Purchase Mark's Book, The Road Less Traveled: T...

How do you know when you are ready to retire? In this video, we discuss many facets to consider as you prepare for your next stage of life. Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes Listen to Mark Fricks on Saturdays at 8:30 a.m. EST on AM920 WGKA Purchase Mark's Book, The Road Less Travele...

Many financial decisions that should be approached rationally are unfortunately made from a place of emotion. In this video, we discuss common fears for retirees and attempt to shed some light on these fears as well as provide potential solutions so that you may find your way to peace of mind. Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterp...

In this video, we discuss ideas and considerations in preparation for retirement at key points in your countdown- 10 years away, 5 years away, and one year from retirement. Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worrie...

In this video we discuss the pros and cons of annuities and how to make efficient use of them as a retirement planning tool. Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com...

Today we answer your frequently asked questions covering all things retirement. If you have a retirement question that you would like answered in an upcoming video, email info@masterplanretire.com. Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes Purchase Mark's Book, The Road Less Traveled: Turni...

Today we discuss the retirement savings vehicle of the federal employee, the Thrift Savings Plan. Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94Al Advi...

The effects of inflation on your retirement and how to build a plan to help withstand the effects of declining purchasing power through a full retirement. Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursio...

Join us as we discuss part one of our federal employee retirement benefits overview, the FERS pension. Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94Al...

There are plenty of risks to be avoided in retirement planning, some obvious and some surprising. However, as is often the case, it's what we don't know that can hurt us the most.  Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes Purchase Mark's Book, The Road Less Traveled: Turning Your...

As one of America's largest social programs, Social Security is a frequent topic of concern for our nation's retirees. When should you take it? How do you maximize your benefits? Will it even be around by the time you retire? Join us as we discuss the ins and outs of Social Security planning and how it may apply to your retirement. Visit us online at https://masterplanretire.com/ Catch a...

Today we have a special episode - we look at MasterPlan Retirement's approach to retirement planning and the phases we take our clients through in developing their personal retirement plan; how a retirement plan is created and how it travels with you through 30+ years of retirement. Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterplanyou...