Retirement Roadmap Radio: Decoding Retirement Milestones: Age-Based Strategies for Financial Success

This episode highlights seven crucial age milestones for effective retirement planning and the strategic decisions that accompany each. Listeners learn how these milestones—from catch-up contributions to Social Security eligibility—can shape a well-structured financial future. • Age 50: Eligibilit…

Retirement Roadmap Radio - The Phases of Retirement

In this episode, Mark and Evan Fricks discuss the critical decade before retirement, revealing strategies that may work to beef up savings, slash debts, and pivot investment tactics. If you're in your early 50s, it's high time to fine-tune your financial engine with your partner and contemplate lif…

Retirement Roadmap: Holistic Retirement - Money, Taxes, & Legacy

Holistic retirement planning isn’t a buzzword — it’s a framework for how real life actually works in retirement. Your investments matter, but they’re only one piece of a plan that has to coordinate income, taxes, and legacy decisions (and the ripple effects between them). In this episode of Retirem…

Retirement Roadmap: The Tax-Free Retirement Blueprint

We tackle the often-overlooked issue of retirement tax liability and explore strategies to create tax-free income streams for a potentially more secure financial future. • Understanding the "mortgage" on qualified plans (401(k)s, IRAs) where the IRS owns an unknown percentage of your savings • The…

Retirement Roadmap Radio - Why Playing it Too Safe Can Derail Your Retirement

Are you playing it too safe in retirement? In this episode, Mark and Evan discuss why playing it too safe can derail your retirement. Though risk awareness is crucial, we also need allocated funds for long term growth- or else risk outliving our money. Resources and Next Steps: Visit https://maste…

MasterPlan 2025-12-09

Retirement isn’t one-size-fits-all—and delaying retirement can be a smart move for some people and a mistake for others. In this episode of Retirement Roadmap with Master Plan Retirement Consultants, Evan and retirement planner Mark Fricks walk through the most common reasons people work longer (fi…

Retirement Roadmap Radio - Estate Planning Myths

Do you believe an estate planning myth? In this episode, Mark and Evan discuss common estate planning myths that could cause your estate plan to fall apart when your family needs it the most. Don’t leave your legacy to chance. With proactive planning you can preserve more of what you’ve built and …

The Great Wealth Transfer - Retirement Roadmap Radio

Discover how to navigate The Great Wealth Transfer with expert insights from Mark and Evan on the Retirement Roadmap podcast. Learn key strategies for tax-efficient wealth transfer, including estate planning, beneficiary coordination, and Roth conversions to minimize taxes. Avoid common pitfalls li…

Retirement Roadmap Radio - Debunking Dangerous Retirement Myths

We explore eight common retirement planning myths that could potentially derail your financial future and explain why these outdated beliefs may no longer apply to today's retirement landscape. • The 4% withdrawal rule from the 1990s has been updated to 2.8% by Morningstar research, meaning you ne…

Beyond the Check: Reimagining Retirement When Social Security Isn't Enough

Social Security has reached a milestone with the average check surpassing $2,000 monthly for the first time in June 2025, but this achievement highlights serious concerns about retirement security in America. • Maximum benefit for those claiming at age 70 will be $5,108 per month • Social Security…