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

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 - We Get Mail! Retirement Q&A part 2

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: Financial Resolutions and Goals

Retirement Roadmap Radio

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