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 Avoid common pitfalls like outdated documents and mismatched beneficiaries that can lead to disputes and delays. Protect your legacy with trust planning and proactive communication to ensure your wealth passes to heirs with purpose. Visit masterplanretire.com for retirement checklists, podcasts, and to schedule a consultation. Tune in to Mark Fricks on XTRA 106.3 FM WFOM Saturdays at 12:00 p.m., or explore upcoming events and Mark’s book, The Road Less Traveled, on Amazon. Call 770-980-9262 for personalized retirement planning.

Keywords: Great Wealth Transfer, estate planning, retirement planning, tax-efficient wealth transfer, beneficiary coordination, Roth conversions, trust planning, MasterPlan Retirement Consultants

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 Avoid common pitfalls like outdated documents and mismatched beneficiaries that can lead to disputes and delays. Protect your legacy with trust planning and proactive communication to ensure your wealth passes to heirs with purpose. Visit masterplanretire.com for retirement checklists, podcasts, and to schedule a consultation. Tune in to Mark Fricks on XTRA 106.3 FM WFOM Saturdays at 12:00 p.m., or explore upcoming events and Mark&rsquo;s book, The Road Less Traveled, on Amazon. Call 770-980-9262 for personalized retirement planning. Keywords: Great Wealth Transfer, estate planning, retirement planning, tax-efficient wealth transfer, beneficiary coordination, Roth conversions, trust planning, MasterPlan Retirement Consultants

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

The Great Wealth Transfer - Retirement Roadmap Radio

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 ensure it’s passed on efficiently and correctly, with peace of mind.

Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.

Call 770-980-9262 to speak directly with someone about your retirement planning needs.

https://masterplanretire.com/

Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes

Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.

Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events

Purchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al

Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.

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&rsquo;t leave your legacy to chance. With proactive planning you can preserve more of what you&rsquo;ve built and ensure it&rsquo;s passed on efficiently and correctly, with peace of mind.
Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.
Call&nbsp;<a href="callto:770-980-9262" data-auth="NotApplicable" data-linkindex="1" data-ogsc="">770-980-9262</a> to speak directly with someone about your retirement planning needs.
<a href="https://masterplanretire.com/" data-auth="NotApplicable" data-linkindex="2" data-ogsc="">https://masterplanretire.com/</a>
Catch all episodes of our podcast at&nbsp;<a href="https://www.masterplanyourretirement.com/resources/episodes" data-auth="NotApplicable" data-linkindex="3" data-ogsc="">https://www.masterplanyourretirement.com/resources/episodes</a>
Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.
Sign up for one of our upcoming events at&nbsp;<a href="https://www.masterplanyourretirement.com/events" data-auth="NotApplicable" data-linkindex="4" data-ogsc="">https://www.masterplanyourretirement.com/events</a>
Purchase Mark&rsquo;s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon:&nbsp;<a href="https://a.co/d/4fx94Al" data-auth="NotApplicable" data-linkindex="5" data-ogsc="">https://a.co/d/4fx94Al</a>
Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.

Retirement Roadmap Radio - Estate Planning 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 need significantly more savings to generate the same income
• Social Security isn't going bankrupt, but its trust fund may be depleted by 2032-2034, potentially reducing benefits by about 20%
• Social Security was designed to replace only 40% of pre-retirement income, not the 70-80% many retirees depend on it for
• Keeping all investments in cash during market uncertainty may mean missing recovery periods and growth potential
• Modern long-term care planning offers alternatives to expensive traditional insurance through integrated financial tools
• Financial planning is a strategy for everyone, not just wealthy individuals, as those with modest savings can also need guidance to maximize resources
• Estate planning can apply to people at all asset levels, and outdated wills may not address digital assets or modern financial considerations
• It's important to review financial plans on a regular basis, as life circumstances, tax laws, and economic conditions evolve
• Many retirees don't drop to lower tax brackets due to required minimum distributions, loss of deductions, and potential tax increases

Visit masterplanretire.com to schedule your complimentary consultation where we'll run retirement outlook reports and stress test your plan, or call 770-980-9262. 

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. &bull; The 4% withdrawal rule from the 1990s has been updated to 2.8% by Morningstar research, meaning you need significantly more savings to generate the same income &bull; Social Security isn't going bankrupt, but its trust fund may be depleted by 2032-2034, potentially reducing benefits by about 20% &bull; Social Security was designed to replace only 40% of pre-retirement income, not the 70-80% many retirees depend on it for &bull; Keeping all investments in cash during market uncertainty may mean missing recovery periods and growth potential &bull; Modern long-term care planning offers alternatives to expensive traditional insurance through integrated financial tools &bull; Financial planning is a strategy for everyone, not just wealthy individuals, as those with modest savings can also need guidance to maximize resources &bull; Estate planning can apply to people at all asset levels, and outdated wills may not address digital assets or modern financial considerations &bull; It's important to review financial plans on a regular basis, as life circumstances, tax laws, and economic conditions evolve &bull; Many retirees don't drop to lower tax brackets due to required minimum distributions, loss of deductions, and potential tax increases Visit masterplanretire.com to schedule your complimentary consultation where we'll run retirement outlook reports and stress test your plan, or call 770-980-9262.&nbsp;

Retirement Roadmap Radio - Debunking Dangerous Retirement Myths

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 was designed to replace only about 40% of pre-retirement income
• Cost of living adjustments are designed to lag behind actual inflation rates
• Nearly 90% of people over 65 receive benefits, with 40% relying on it for half their income
• One in seven seniors depend on Social Security for over 90% of their income
• The U.S. has the highest elder poverty rate among G7 countries
• Social Security Trust Fund projected to be depleted by 2032-2033
• Without congressional action, benefits could be cut by approximately 21%
• Women are especially vulnerable due to lower lifetime earnings and longer lifespans
• Healthcare costs continue to rise dramatically for retirees

Schedule a complimentary consultation at masterplanretire.com or call 770-980-9262 to discuss your retirement concerns and get a personalized analysis of your financial situation.

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. &bull; Maximum benefit for those claiming at age 70 will be $5,108 per month &bull; Social Security was designed to replace only about 40% of pre-retirement income &bull; Cost of living adjustments are designed to lag behind actual inflation rates &bull; Nearly 90% of people over 65 receive benefits, with 40% relying on it for half their income &bull; One in seven seniors depend on Social Security for over 90% of their income &bull; The U.S. has the highest elder poverty rate among G7 countries &bull; Social Security Trust Fund projected to be depleted by 2032-2033 &bull; Without congressional action, benefits could be cut by approximately 21% &bull; Women are especially vulnerable due to lower lifetime earnings and longer lifespans &bull; Healthcare costs continue to rise dramatically for retirees Schedule a complimentary consultation at <a href="https://www.masterplanyourretirement.com/">masterplanretire.com</a> or call 770-980-9262 to discuss your retirement concerns and get a personalized analysis of your financial situation.

The Great Wealth Transfer - Retirement Roadmap Radio

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