



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

2025-0812 Checkers vs Chess RADIO FINAL 2025-0814
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 identi…

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 (f…

Retirement Roadmap Radio: Will You Need Long Term Care Insurance?
Long-term care represents one of the biggest threats to a secure retirement, often called the "nuclear button" that can rapidly deplete savings. Hosts Evan and Mark Fricks from Masterplan Retirement Consultants debunk common myths and emphasize that LTC isn't just nursing homes—it's a spectrum incl…

Retirement Roadmap - Spending Money in Retirement
One common theme among retirees is the fear of spending money. When one has saved and saved for years to reach the retirement milestone, it can feel counter-intuitive to spend the money you so diligently accumulated. In this episode, Evan and Mark discuss budgeting before and through retirement and…

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 - 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 - 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…