Retirement Roadmap Radio - Estate Planning Myths

Do you believe an estate planning myth? In this episode, Mark and Evan discuss common estate planning myths that could cause your estate plan to fall apart when your family needs it the most. Don’t leave your legacy to chance. With proactive planning you can preserve more of what you’ve built and …

The Great Wealth Transfer - Retirement Roadmap Radio

Discover how to navigate The Great Wealth Transfer with expert insights from Mark and Evan on the Retirement Roadmap podcast. Learn key strategies for tax-efficient wealth transfer, including estate planning, beneficiary coordination, and Roth conversions to minimize taxes. Avoid common pitfalls li…

Retirement Roadmap Radio - Debunking Dangerous Retirement Myths

We explore eight common retirement planning myths that could potentially derail your financial future and explain why these outdated beliefs may no longer apply to today's retirement landscape. • The 4% withdrawal rule from the 1990s has been updated to 2.8% by Morningstar research, meaning you ne…

Beyond the Check: Reimagining Retirement When Social Security Isn't Enough

Social Security has reached a milestone with the average check surpassing $2,000 monthly for the first time in June 2025, but this achievement highlights serious concerns about retirement security in America. • Maximum benefit for those claiming at age 70 will be $5,108 per month • Social Security…

Retirement Roadmap Radio - Time is Flying in 2025: Have you caught up with your financial goals?

We examine essential mid-year financial steps that could help you finish the year strong and brighten your financial future. Time flies by quickly, making it crucial to check in on your financial goals periodically rather than putting them off indefinitely. • Consider saving for retirement early, …

Retirement Roadmap Radio - The Tax-Free Retirement Blueprint

We tackle the often-overlooked issue of retirement tax liability and explore strategies to create tax-free income streams for a potentially more secure financial future. • Understanding the "mortgage" on qualified plans (401(k)s, IRAs) where the IRS owns an unknown percentage of your savings • The…

Retirement Roadmap Radio - Elder Law Insights from Attorney Miles Hurley

Planning for your golden years without considering elder law is like building a house without a roof – leaving you exposed when storms hit. Attorney Miles Hurley, one of only twelve certified elder law attorneys in Georgia, reveals the crucial differences between basic estate planning and comprehen…

Retirement Roadmap Radio: From Checkers to Chess - Mastering the Strategic Game of Retirement PlanningDescription:

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 ident…

Retirement Roadmap Radio - Tax Cuts Extended: What the One Big Beautiful Bill Act Means for Retirees

The new federal budget bill makes the 2017 tax cuts permanent, creates a temporary senior deduction, and raises estate exemptions, but also adds $3.4 trillion to national debt while cutting social safety nets. We explore what these changes mean for retirement planning and identify strategies to max…

Retirement Roadmap Radio - Maximizing Your 401k RADIO FINAL 2025-0722

We explore how to maximize your 401(k) balance and integrate it effectively into your overall retirement strategy. • 401(k) plans emerged in 1979, giving workers an automatic way to save for retirement without employer-provided pensions • Most Americans lack proper education on 401(k) investing, c…