Retirement Roadmap Radio: Medicare Q&A with Buddy Friend
Prepare yourself to gain a clear understanding of the often-confusing world of Medicare with the guidance of our guest, Buddy Friend, of Senior Benefits of Georgia. With over a decade of experience in Medicare insurance, Buddy unpacks the essentials of Parts A and B for you, detailing the ins and o…
Retirement Roadmap Radio - What Does the Fed Rate Cut Mean for You?
What if a 50 basis point interest rate cut could significantly alter your financial future? Join us as we unpack the Federal Reserve's recent decision and its far-reaching implications with insights from Investment Advisor Representatives, Mark and Evan Fricks. From the subtle shifts in credit card…
Retirement Roadmap Radio: Countdown to Retirement
Today, we discuss ideas and considerations in preparation for retirement at key points in your countdown- 10 years away, 5 years away, and one year from retirement.
2024-1001 Should you Keep your 401k RADIO FINAL 2024-1003
Have you thought about what you will do with your 401(k) once you retire? In this episode of Retirement Roadmap, Evan and Mark Fricks unravel the complexities surrounding 401(k) and IRA options as retirement beckons. We dissect the advantages and limitations of maintaining a 401(k), from enticing c…
Retirement Roadmap Radio: Protecting Your Savings in an Election Year
Ever wondered how to keep your retirement savings intact during the unpredictability of an election year? In this episode, Mark and Evan Fricks guide you through the minefield of market volatility triggered by election cycles and share strategies that can help maintain a steady, long-term investmen…
Retirement Roadmap Radio: Retirement Regrets
In this episode of Retirement Roadmap with Mark and Evan Fricks we look at what U.S. News and World Report lists as The 10 Biggest Regrets of Retirees. We share from our experiences in financial services how these common regrets can impact your retirement roadmap.
Retirement Roadmap Radio: End of Year Tax Deadlines for Retirees
Is December 31st or April 15th the most critical tax deadline for retirees? This episode of Retirement Roadmap explores this provocative question, guiding you through important end-of-year tax strategies. We'll uncover the nuances of Required Minimum Distributions (RMDs) and how the Secure Act and …
Retirement Roadmap Radio - Q &A Session
Ever wondered how working before and after full retirement age affects your Social Security benefits? Curious about alternatives to traditional insurance? What about what it means to take a lump sum pension versus a monthly pension? Join us as we answer several questions that may better equip you t…
Retirement Roadmap Radio - How to Retire Early Part II
What if you could retire a decade earlier than you ever thought possible? On this episode of Retirement Roadmap with MasterPlan Retirement Consultants, we reveal powerful early retirement strategies that could transform your financial future. Hear examples that could help pave your way to financial…
Retirement Roadmap Radio - How to Retire Early Part I
Ready to unlock the secrets to early retirement and financial freedom? Drawing on insights from Jacob Schroeder's article in Kiplinger Magazine, How to Retire Early in Six Steps, we emphasize the importance of ongoing education and adapting to ever-changing regulations. You'll learn why setting a h…