Retirement Roadmap

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...

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...

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...

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...

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...

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...

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...

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...