Retirement Roadmap Radio - Annuities

Evan and Mark discuss all things annuities; the discussion includes annuity history, the many types and uses, as well as the risks to avoid.  Have a question you want answered on a future episode? Email info@masterplanretire.com. To schedule a complimentary consultation (and see upcoming seminars …

Retirement Roadmap - Retirement Readiness

How do you know when you’re actually ready to retire? It’s about more than reaching a certain age or hitting a magic savings number. In this episode of Retirement Roadmap, Evan and retirement planner Mark Fricks discuss some of the key factors that can help determine your retirement readiness. They…

Retirement Roadmap Radio - Laid Off Before Retirement

In this episode of Retirement Roadmap, Mark and Evan discuss the financial decisions that become especially important when a late-career layoff changes your retirement plans. From evaluating your income needs to understanding Social Security, healthcare, and retirement account rules, they explain p…

Retirement Roadmap Radio: Will You Need Long Term Care Insurance? 

Approximately 1.2 million Americans reside in nursing homes, but many people first use homemaker services, home health aides, adult day care, or assisted living. Long Term Care insurance has been a viable option for retirees to help cover some of the costs. However, it has become expensive, difficu…

Retirement Roadmap: Investment Behaviors That Can Hurt Your Retirement

In this episode of Retirement Roadmap, Mark Fricks and Evan discuss some of the most common investment behaviors that can undermine retirement security. Many retirement mistakes aren't caused by a lack of information—they're driven by fear, emotion, and reactionary decision-making. Join us as we ex…

Retirement Roadmap Radio - IRA Withdrawals

For millions of Americans, the largest portion of their retirement savings sits inside traditional IRAs and 401(k) accounts. These tax-deferred accounts can be powerful tools for building wealth — but without a withdrawal strategy, they can also create significant tax consequences later in life. In…

Retirement Confidence is Dwindling

Retirement confidence is shrinking for millions of Americans — even for people who have spent decades saving and investing responsibly. In this episode of MasterPlan, we explore why so many people approaching retirement still feel anxious about the future, even after building substantial nest eggs.…

Retirement Roadmap - It's All About the Income, Baby

Retirement isn't just about how much you've saved — it's about whether your money can reliably replace your paycheck for the rest of your life. In this episode of MasterPlan, we break down one of the biggest and most emotional questions people face before retirement: “How much monthly income is act…

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…