Kristine Grow Senior VP of Communications for America's Health Insurance Plans (AHIP) discussing Medicare Advantage

Kristine Grow Senior VP of Communications for America's Health Insurance Plans (AHIP) discussing Medicare Advantage

Find out about Atlanta businesses, the services they offer and how they can help YOU!

Find out about Atlanta businesses, the services they offer and how they can help YOU!

Piedmont Bank Small Business Spotlight

Miscellaneous audio from Dickey Broadcasting Company - 680 The Fan, Southern Sports Today and The Podcast Park

Miscellaneous audio from Dickey Broadcasting Company - 680 The Fan, Southern Sports Today and The Podcast Park

DBC Audio

The crossroads of business, sports and entertainment.

The crossroads of business, sports and entertainment.

Dickey Broadcasting Company Audio

Kristine Grow of America's Health Insurance Plans

For many retirees, the majority of their assets are in tax-deferred accounts, making tax strategy a critical component of a complete retirement plan. During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations before making a decision.

Concerned about your retirement tax strategy? Schedule a complimentary consultation at masterplanretire.com or call 770-980-9262 to explore how a holistic approach could strengthen your retirement strategy. 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/contact
Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.

For many retirees, the majority of their assets are in tax-deferred accounts, making tax strategy a critical component of a complete retirement plan. During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations before making a decision.
Concerned about your retirement tax strategy? Schedule a complimentary consultation at masterplanretire.com or call 770-980-9262 to explore how a holistic approach could strengthen your retirement strategy. 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.&nbsp;<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbE5UcF96eDdhS0lCQlpYRkFJeGtSdkoxVm96UXxBQ3Jtc0tteGVyMWp1b1FYVEp6SDgwNHVOZUlwRUdLMFpVeno3MGc4V1JxRXEyLWJZMG5iV3lYcHJ1N1Bod0c3SFBNLXY0eV95ZDZtTTJXYnpicnFpU05DaXRXanhudFFnSmQtWDBqazdmeFdlSUo0cFNBS0FKOA&amp;q=https%3A%2F%2Fmasterplanretire.com%2F&amp;v=aOu71B0aUy8" data-auth="NotApplicable" data-linkindex="1" data-ogsc="" data-ogsb="white">https://masterplanretire.com/contact</a> Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.

Retirement Roadmap Radio - Is a Roth Conversion Right for You?

Are you playing retirement checkers when you should be mastering retirement chess? This episode unpacks a powerful analogy that demonstrates why traditional retirement planning often falls short. When approaching retirement, most people arrive with what amounts to a checkerboard and a bag of identical checkers—assets that have served a single purpose during working years: growth. But retirement demands a more sophisticated approach. Like chess pieces with their unique movements and capabilities, your retirement assets may need specialized roles to create a truly effective strategy. Mark and Evan walk listeners through the process of transforming those uniform checkers into specialized chess pieces. Some portions of your retirement savings might be dedicated to immediate income needs, others to long-term growth, inflation protection, or legacy planning. This multi-dimensional approach can create efficiency by assigning tools for each specific retirement challenge.

 Ready to transform your retirement checkers into chess pieces? Schedule a complimentary consultation at masterplanretire.com or call 770-980-9262 to explore how a holistic approach could strengthen your retirement strategy.

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/contact 

Are you playing retirement checkers when you should be mastering retirement chess? This episode unpacks a powerful analogy that demonstrates why traditional retirement planning often falls short. When approaching retirement, most people arrive with what amounts to a checkerboard and a bag of identical checkers&mdash;assets that have served a single purpose during working years: growth. But retirement demands a more sophisticated approach. Like chess pieces with their unique movements and capabilities, your retirement assets may need specialized roles to create a truly effective strategy. Mark and Evan walk listeners through the process of transforming those uniform checkers into specialized chess pieces. Some portions of your retirement savings might be dedicated to immediate income needs, others to long-term growth, inflation protection, or legacy planning. This multi-dimensional approach can create efficiency by assigning tools for each specific retirement challenge.
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&nbsp;Ready to transform your retirement checkers into chess pieces? Schedule a complimentary consultation at masterplanretire.com or call 770-980-9262 to explore how a holistic approach could strengthen your retirement strategy.
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. <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbE5UcF96eDdhS0lCQlpYRkFJeGtSdkoxVm96UXxBQ3Jtc0tteGVyMWp1b1FYVEp6SDgwNHVOZUlwRUdLMFpVeno3MGc4V1JxRXEyLWJZMG5iV3lYcHJ1N1Bod0c3SFBNLXY0eV95ZDZtTTJXYnpicnFpU05DaXRXanhudFFnSmQtWDBqazdmeFdlSUo0cFNBS0FKOA&amp;q=https%3A%2F%2Fmasterplanretire.com%2F&amp;v=aOu71B0aUy8" data-auth="NotApplicable" data-linkindex="0" data-ogsc="" data-ogsb="white">https://masterplanretire.com/contact</a>&nbsp;

2025-0812 Checkers vs Chess RADIO FINAL 2025-0814

 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 (financial security, purpose, flexibility) and the key tradeoffs you need to evaluate before you choose a retirement date.

 Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax, and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.

 

<a></a><a></a><a></a><a></a><a></a><a></a>&nbsp;Retirement isn&rsquo;t one-size-fits-all&mdash;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 (financial security, purpose, flexibility) and the key tradeoffs you need to evaluate before you choose a retirement date.
<a></a><a></a> Advisory services offered through MasterPlan&nbsp;Retirement&nbsp;Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax, and commodities services offered through Fricks and Associates, Inc. dba MasterPlan&nbsp;Retirement&nbsp;Consultants. The aforementioned are affiliated companies.
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Kristine Grow of America's Health Insurance Plans

Piedmont Bank Small Business Spotlight

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