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. 

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.

Get ready for a financial radio program focused on one thing – helping listeners achieve their retirement goals! Tune in every week as we tackle a wide range of financial topics to help you maximize success in retirement, leave a legacy for your loved ones, potentially reduce or minimize taxes, plan for unexpected events and MORE!

Get ready for a financial radio program focused on one thing – helping listeners achieve their retirement goals! Tune in every week as we tackle a wide range of financial topics to help you maximize success in retirement, leave a legacy for your loved ones, potentially reduce or minimize taxes, plan for unexpected events and MORE!

Retirement Roadmap Radio

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

Retirement Roadmap Radio: Countdown to Retirement 

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 2026 and beyond. Drawing on decades of hands-on retirement planning experience, Mark and Evan explain how purpose, income planning, Social Security, healthcare costs, investments, and taxes all work together. When you shift from "What should I do?" to "What matters most to me?", your retirement decisions become clearer, calmer, and more intentional.

 
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.

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&rsquo;t only about "saving enough." It&rsquo;s about aligning your money with what gives your life purpose in 2026 and beyond. Drawing on decades of hands-on retirement planning experience, Mark and Evan explain how purpose, income planning, Social Security, healthcare costs, investments, and taxes all work together. When you shift from "What should I do?" to "What matters most to me?", your retirement decisions become clearer, calmer, and more intentional.
&nbsp; Resources and Next Steps: Visit <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbWNFaXFHOTVVVTBpOXNDNGNMMDhQd1ItczZqQXxBQ3Jtc0tuRkNPVE8wdHh3Z0lEb0lWZzc3MWFuSEFuQndzbkRJVEk3ZUtJOWhiRXRUQ0M3UU1RbUlFbUtaYXA3djMtRUtnTjdwbEF6SHRJSnI5b0JKR3EtMkVHUWY0ZktvV2ROemg4U0JZWU91MXUyb2hPSmdYYw&amp;q=https%3A%2F%2Fmasterplanretire.com%2F&amp;v=ycn7iRfRTWY" data-auth="NotApplicable" data-linkindex="1" data-ogsc="" data-ogsb="white">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.

Retirement Roadmap Radio - Build a Purpose Driven Retirement for 2026

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 episode of Retirement Roadmap with Master Plan Retirement Consultants — “We Get Mail” — Evan and retirement planner Mark Fricks answer some of the most common questions they hear from clients and prospects, from Roth conversion timing to early-retirement income access, and how to think about long-term care planning when traditional insurance feels out of reach.

 Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at info@masterplanretire.com (mailto:info@masterplanretire.com) or call 770-980-9262. 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. Podcast archive: https://www.masterplanyourretirement.com/resources/episodes Upcoming educational events: https://www.masterplanyourretirement.com/eventsMark’s book "The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime": https://www.masterplanyourretirement.com/resources#RetirementGuides

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, healthcare, and legacy decisions (and the ripple effects between them). In this Q&amp;A episode of Retirement Roadmap with Master Plan Retirement Consultants &mdash; &ldquo;We Get Mail&rdquo; &mdash; Evan and retirement planner Mark Fricks answer some of the most common questions they hear from clients and prospects, from Roth conversion timing to early-retirement income access, and how to think about long-term care planning when traditional insurance feels out of reach.
&nbsp;Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at info@masterplanretire.com (mailto:info@masterplanretire.com) or call 770-980-9262. Resources and Next Steps: Visit <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqa1JydGZ5S1RNaTVSWk9ZR1k2bjRzbW1tbk95d3xBQ3Jtc0tuNThxSzMyLVlKb01HVFlnREp0SmJXenp4NUdnalBOc21wMW9sbGU2R0lramstbzF3b28xRTF5LWR1X1dQRjlFRGFZRllaMnlvWG5SeW9oZno1TmxmRmNDSkVKTmhFY0haX1hZRGlqNnlkcVNWRGFNSQ&amp;q=https%3A%2F%2Fmasterplanretire.com%2F&amp;v=l6oncHHC5PU" data-auth="NotApplicable" data-linkindex="1" data-ogsc="" data-ogsb="white">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. Podcast archive: <a href="https://www.masterplanyourretirement.com/resources/episodes" data-auth="NotApplicable" data-linkindex="2" data-ogsc="">https://www.masterplanyourretirement.com/resources/episodes</a> Upcoming educational events: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbm1hWXlQOHBncHQ4ZF9PNlU1ZHhSbElLTUt3d3xBQ3Jtc0treHRFUk5fLTA0cEFsaHF2akk2azU0UUtrT2lzQTNxSTlFckpvQ1kxdUpMbnR2YnZCWjNBWFhCeUlRVnJzdzJ3MUtKU0c5YWNVOEdKSVZfemJiVWRmZUJ4Z20xeGRUVG55aGMwWEZDOW9YZzhFWk84cw&amp;q=https%3A%2F%2Fwww.masterplanyourretirement.com%2Fevents&amp;v=l6oncHHC5PU" data-auth="NotApplicable" data-linkindex="3" data-ogsc="" data-ogsb="white">https://www.masterplanyourretirement.com/events</a>Mark&rsquo;s book "The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime": <a href="https://www.masterplanyourretirement.com/resources#RetirementGuides" data-auth="NotApplicable" data-linkindex="4" data-ogsc="">https://www.masterplanyourretirement.com/resources#RetirementGuides</a>

Retirement Roadmap Radio: Countdown to Retirement

Retirement Roadmap Radio

In 1 playlist(s)

Dickey Broadcasting Company Audio

Social links

Follow podcast

Recent clips