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 Avoid common pitfalls like outdated documents and mismatched beneficiaries that can lead to disputes and delays.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 Avoid common pitfalls like outdated documents and mismatched beneficiaries that can lead to disputes and delays.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

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

Advertisement