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

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: Eligibility for catch-up contributions to retirement accounts 
• Age 59 1⁄2: Tax-free rollovers from 401(k)s to IRAs 
• Age 62: Considerations for collecting Social Security 
• Age 65: Eligibility for Medicare and healthcare planning 
• Ages 66-67: Achieving full retirement age for Social Security 
• Age 70: Timing for maximum Social Security benefits 
• Age 73: Required minimum distributions and associated rules

This episode highlights seven crucial age milestones for effective retirement planning and the strategic decisions that accompany each. Listeners learn how these milestones&mdash;from catch-up contributions to Social Security eligibility&mdash;can shape a well-structured financial future. &bull; Age 50: Eligibility for catch-up contributions to retirement accounts&nbsp; &bull; Age 59 1&frasl;2: Tax-free rollovers from 401(k)s to IRAs&nbsp; &bull; Age 62: Considerations for collecting Social Security&nbsp; &bull; Age 65: Eligibility for Medicare and healthcare planning&nbsp; &bull; Ages 66-67: Achieving full retirement age for Social Security&nbsp; &bull; Age 70: Timing for maximum Social Security benefits&nbsp; &bull; Age 73: Required minimum distributions and associated rules

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

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 life's big moves, such as downsizing or planting new roots. This episode is your roadmap to align your retirement dreams with concrete, actionable plans.

Picture your life post-career—do you see a horizon filled with purpose and vitality? Transitioning from the daily grind to retirement's open-ended landscape can be more than just a monetary shift; it's a journey to rediscover your zest for life while keeping your finances and health in tip-top shape. Embrace the insights shared on the importance of maintaining social connections, considering part-time work, and the art of crafting a flexible, robust financial plan that can withstand the unexpected. We're here to guide you through this complex terrain. We discuss the often healthcare-intensive third decade of retirement. We address the necessities of home modifications, the vigilance required for estate planning, and strategies to counter the stealthy creep of healthcare inflation. With regular legal check-ups and a dynamic, comprehensive approach, your retirement plan can gracefully adapt and flourish. Tune in for an enlightening discussion that evolves with you—through every phase 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 life's big moves, such as downsizing or planting new roots. This episode is your roadmap to align your retirement dreams with concrete, actionable plans. Picture your life post-career&mdash;do you see a horizon filled with purpose and vitality? Transitioning from the daily grind to retirement's open-ended landscape can be more than just a monetary shift; it's a journey to rediscover your zest for life while keeping your finances and health in tip-top shape. Embrace the insights shared on the importance of maintaining social connections, considering part-time work, and the art of crafting a flexible, robust financial plan that can withstand the unexpected. We're here to guide you through this complex terrain. We discuss the often healthcare-intensive third decade of retirement. We address the necessities of home modifications, the vigilance required for estate planning, and strategies to counter the stealthy creep of healthcare inflation. With regular legal check-ups and a dynamic, comprehensive approach, your retirement plan can gracefully adapt and flourish. Tune in for an enlightening discussion that evolves with you&mdash;through every phase of retirement.

Retirement Roadmap Radio - The Phases of Retirement

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 Retirement Roadmap with Master Plan Retirement Consultants, retirement planners Evan and Mark break down what “holistic” really means, why the old-school “buy and hold + check in once a year” model often falls short for today’s retirees, and how a truly comprehensive plan helps you avoid mistakes you don’t have time to undo once you’re on the “descent” side of the mountain.

 Resources and Next Steps: Visit https://masterplanretire.com/ to access our retirement checklists, podcast episodes, and schedule a complimentary consultation. Call 770-980-9262 to speak directly with our team.

Holistic retirement planning isn&rsquo;t a buzzword &mdash; it&rsquo;s a framework for how real life actually works in retirement. Your investments matter, but they&rsquo;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 Retirement Roadmap with Master Plan Retirement Consultants, retirement planners Evan and Mark break down what &ldquo;holistic&rdquo; really means, why the old-school &ldquo;buy and hold + check in once a year&rdquo; model often falls short for today&rsquo;s retirees, and how a truly comprehensive plan helps you avoid mistakes you don&rsquo;t have time to undo once you&rsquo;re on the &ldquo;descent&rdquo; side of the mountain.
&nbsp;Resources and Next Steps: Visit <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbHhGUFFLQ3RtMWM3c05UcVNEN3ZLQURJdlF2UXxBQ3Jtc0trZmxrLVByREcyNThiRG9HVERJM2F4TlprZEpzRHF1ajQ1WGRXQ0FMMlNKUVJMdnRZTHRzWnZTZE1LVG1yYTFETGlvcVZTRmtaNC04X0VRZXdTeXpXRGcyWG4yUllWQURvX2hmcHdfZ0w0RG1vMngxOA&amp;q=https%3A%2F%2Fmasterplanretire.com%2F&amp;v=l6oncHHC5PU" data-auth="NotApplicable" data-linkindex="1" data-ogsc="inherit" data-ogsb="rgb(255, 255, 255)">https://masterplanretire.com/</a> to access our retirement checklists, podcast episodes, and schedule a complimentary consultation. Call 770-980-9262 to speak directly with our team.

Kristine Grow of America's Health Insurance Plans

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