Retirement Roadmap Radio - Build a Purpose Driven Retirement for 2026

How do you build a retirement that actually feels meaningful, not just mathematically correct? In this episode of Retirement Roadmap, Mark Fricks and Evan Fricks break down why retirement planning isn’t only about "saving enough." It’s about aligning your money with what gives your life purpose in …

Retirement Roadmap Radio - We Get Mail! Retirement Q&A part 2

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, healthcare, and legacy decisions (and the ripple effects between them). In this Q&A ep…

Retirement Roadmap Radio - We Get Mail! Retirement Q&A part 2

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, healthcare, and legacy decisions (and the ripple effects between them). In this Q&A ep…

Retirement Roadmap Radio - Common Retirement Questions Pt. 1

Mark and Evan answer commonly asked retirement questions that may better equip you to navigate the complexities of retirement income and maximize your financial security.

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…