As we prepare for another year, it's a great time to revisit or reset our personal goals, including financial goals. In this episode, we discuss how MasterPlan guides our clients through approaching their own financial goals for retirement or preparation for retirement. 

As we prepare for another year, it's a great time to revisit or reset our personal goals, including financial goals. In this episode, we discuss how MasterPlan guides our clients through approaching their own financial goals for retirement or preparation for 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: Financial Resolutions and Goals

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.

Mark and Evan answer commonly asked retirement questions&nbsp;that may better equip you to navigate the complexities of retirement income and maximize your financial security.

Retirement Roadmap Radio - Common Retirement Questions Pt. 1

This episode highlights seven crucial age milestones for effective retirement planning and the strategic decisions that accompany each. Listeners learn how these milestones—from catch-up contributions to Social Security eligibility—can shape a well-structured financial future.

• Age 50: Eligibility for catch-up contributions to retirement accounts 
• Age 59 1⁄2: Tax-free rollovers from 401(k)s to IRAs 
• Age 62: Considerations for collecting Social Security 
• Age 65: Eligibility for Medicare and healthcare planning 
• Ages 66-67: Achieving full retirement age for Social Security 
• Age 70: Timing for maximum Social Security benefits 
• Age 73: Required minimum distributions and associated rules

This episode highlights seven crucial age milestones for effective retirement planning and the strategic decisions that accompany each. Listeners learn how these milestones&mdash;from catch-up contributions to Social Security eligibility&mdash;can shape a well-structured financial future. &bull; Age 50: Eligibility for catch-up contributions to retirement accounts&nbsp; &bull; Age 59 1&frasl;2: Tax-free rollovers from 401(k)s to IRAs&nbsp; &bull; Age 62: Considerations for collecting Social Security&nbsp; &bull; Age 65: Eligibility for Medicare and healthcare planning&nbsp; &bull; Ages 66-67: Achieving full retirement age for Social Security&nbsp; &bull; Age 70: Timing for maximum Social Security benefits&nbsp; &bull; Age 73: Required minimum distributions and associated rules

Retirement Roadmap Radio: Decoding Retirement Milestones: Age-Based Strategies for Financial Success

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 life's big moves, such as downsizing or planting new roots. This episode is your roadmap to align your retirement dreams with concrete, actionable plans.

Picture your life post-career—do you see a horizon filled with purpose and vitality? Transitioning from the daily grind to retirement's open-ended landscape can be more than just a monetary shift; it's a journey to rediscover your zest for life while keeping your finances and health in tip-top shape. Embrace the insights shared on the importance of maintaining social connections, considering part-time work, and the art of crafting a flexible, robust financial plan that can withstand the unexpected. We're here to guide you through this complex terrain. We discuss the often healthcare-intensive third decade of retirement. We address the necessities of home modifications, the vigilance required for estate planning, and strategies to counter the stealthy creep of healthcare inflation. With regular legal check-ups and a dynamic, comprehensive approach, your retirement plan can gracefully adapt and flourish. Tune in for an enlightening discussion that evolves with you—through every phase 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 life's big moves, such as downsizing or planting new roots. This episode is your roadmap to align your retirement dreams with concrete, actionable plans. Picture your life post-career&mdash;do you see a horizon filled with purpose and vitality? Transitioning from the daily grind to retirement's open-ended landscape can be more than just a monetary shift; it's a journey to rediscover your zest for life while keeping your finances and health in tip-top shape. Embrace the insights shared on the importance of maintaining social connections, considering part-time work, and the art of crafting a flexible, robust financial plan that can withstand the unexpected. We're here to guide you through this complex terrain. We discuss the often healthcare-intensive third decade of retirement. We address the necessities of home modifications, the vigilance required for estate planning, and strategies to counter the stealthy creep of healthcare inflation. With regular legal check-ups and a dynamic, comprehensive approach, your retirement plan can gracefully adapt and flourish. Tune in for an enlightening discussion that evolves with you&mdash;through every phase of retirement.

Retirement Roadmap Radio: Financial Resolutions and Goals

Retirement Roadmap Radio

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