Mark Fricks

Retirement Roadmap

Education EN ↓ 108 episodes

Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protecting your assets from outside forces that can disrupt your retirement. On this podcast, we share videos a...

Author

Mark Fricks

Episodes

Taking Income From the Stock Market 17.06.2023 25:01

Taking income from the stock market - Is it possible? Is it advisable? Today we'll be discussing the ins and outs of relying on the stock market for income and why the old ways of retirement planning no longer work. 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 Ro...

Who's Your Sherpa? 08.06.2023 25:01

Do you have a retirement sherpa? Sherpas are native to the Himalayan mountain region, acclimated to high altitude with deep knowledge of the terrain and weather patterns, hired to guide climbers safely up and down the mountain. A sherpa is a professional. How are you navigating your retirement journey? Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://ww...

What the Heck is a LIRP? 01.06.2023 25:00

LIRP, IUL, Super Roth... it's known by a few different names. Today we discuss and examine the three-legged stool of retirement planning and its potential applications to your retirement 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: Turni...

Guide to Legacy Planning 25.05.2023 25:00

What happens to your estate plan post-retirement? One aspect of successful retirement planning that is often overlooked is legacy planning. Not only to provide smooth transitions of your assets but ensuring your legacy is optimized for the next generation and beyond. Visit us online at https://masterplanretire.com/ Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resou...

Retirement: Checkers vs. Chess 18.05.2023 25:01

Are you playing checkers or chess with your retirement? Today we look at a strategic approach to retirement planning and the importance of using the right tools for the job. 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 Worri...

Taxes Are on Sale 13.05.2023 25:01

Is it time to get your tax-house in order? With taxes sure to rise in the near future, now may be a perfect time to begin a "tax-reallocation." 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...

The Color of Money 15.04.2023 25:00

What is the color of your money? Today we discuss the different types of money and how to allocate your funds and maximize your assets for 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 Excursion of...

Layoffs and Retirement: Will you be ready? 25.03.2023 25:01

The widespread topic of layoffs is pervasive in today's headlines. In this video we discuss how to navigate layoffs if they happen to you; how to jump back into the workforce and consider your retirement preparedness. 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...