Mark discusses the new rules regarding inherited IRAs, emphasizing the importance of understanding required minimum distributions (RMDs) and their implications for beneficiaries. He highlights the necessity of retirement planning classes to navigate these complexities and the importance of determining individual retirement needs. The conversation also covers the creation of personal pensions through income annuities and the need to evaluate existing annuity contracts to ensure they meet current financial needs.

Are You Ready to Embrace Your Golden Years?

Schedule an Appointment

Check out our Newsletter! 

Social Media: Facebook  LinkedIn  YouTube

Mark discusses the new rules regarding inherited IRAs, emphasizing the importance of understanding required minimum distributions (RMDs) and their implications for beneficiaries. He highlights the necessity of retirement planning classes to navigate these complexities and the importance of determining individual retirement needs. The conversation also covers the creation of personal pensions through income annuities and the need to evaluate existing annuity contracts to ensure they meet current financial needs.
Are You Ready to Embrace Your Golden Years?
<a href="https://calendly.com/mcordner">Schedule an Appointment</a>
<a href="https://gyfinancial.com/newsletters/">Check out our Newsletter!&nbsp;</a>
Social Media:&nbsp;<a href="https://www.facebook.com/goldenyearsfinancial">Facebook</a>&nbsp;<a href="https://www.linkedin.com/in/markcordner/">&nbsp;LinkedIn</a>&nbsp;&nbsp;<a href="https://www.youtube.com/channel/UCem0WxJFukm2thvEPeXkLwg">YouTube</a>

At Golden Years Financial, Mark Cordner and his team help Boomers transition into the “Third Age” (or chapter) of their lives, a time of increased personal meaning, self-realization, and success.

Whether you're nearing retirement or already retired, "Golden Years" is your trusted resource for building a roadmap to a prosperous and fulfilling retirement. Subscribe today and embark on a journey toward the retirement you've always dreamed of. Your golden years are waiting – let Mark Cordner guide you there.

If you live in the Las Vegas area and you’re ready to start your personalized roadmap, click here to schedule your first appointment.

Follow on Facebook and LinkedIn.

At Golden Years Financial, Mark Cordner and his team help Boomers transition into the “Third Age” (or chapter) of their lives, a time of increased personal meaning, self-realization, and success.
Whether you're nearing retirement or already retired, "Golden Years" is your trusted resource for building a roadmap to a prosperous and fulfilling retirement. Subscribe today and embark on a journey toward the retirement you've always dreamed of. Your golden years are waiting – let Mark Cordner guide you there.
If you live in the Las Vegas area and you’re ready to start your personalized roadmap, <a href="https://calendly.com/mcordner">click here</a> to schedule your first appointment.
Follow on <a href="https://www.facebook.com/goldenyearsfinancial">Facebook</a> and <a href="https://www.linkedin.com/in/markcordner/">LinkedIn</a>.

Golden Years: A Roadmap to Navigate Retirement

At Golden Years Financial, Mark Cordner and his team help Boomers transition into the “Third Age” (or chapter) of their lives, a time of increased personal meaning, self-realization, and success.
Whether you're nearing retirement or already retired, "Golden Years" is your trusted resource for building a roadmap to a prosperous and fulfilling retirement. Subscribe today and embark on a journey toward the retirement you've always dreamed of. Your golden years are waiting – let Mark Cordner guide you there.
If you live in the Las Vegas area and you’re ready to start your personalized roadmap, <a href="https://calendly.com/mcordner">click here</a> to schedule your first appointment.
Follow on <a href="https://www.facebook.com/goldenyearsfinancial">Facebook</a> and <a href="https://www.linkedin.com/in/markcordner/">LinkedIn</a>.

New Rules of Inherited IRAs

The stock market doesn’t smooth out just because you retire. On this episode, Mark Cordner breaks down why volatility is a normal part of retirement and how mindset, planning, and guardrails can make market swings easier to live with. The conversation spans risk tolerance, guaranteed income options, annuity tax treatment, healthcare costs, and why couples must talk honestly about their vision for retirement. From Medicare premiums to long‑term care realities, this episode explores the financial and personal decisions that shape a confident retirement journey.

Are You Ready to Embrace Your Golden Years?

Schedule an Appointment

Check out our Newsletter! 

Social Media: Facebook  LinkedIn  YouTube

The stock market doesn&rsquo;t smooth out just because you retire. On this episode, Mark Cordner breaks down why volatility is a normal part of retirement and how mindset, planning, and guardrails can make market swings easier to live with. The conversation spans risk tolerance, guaranteed income options, annuity tax treatment, healthcare costs, and why couples must talk honestly about their vision for retirement. From Medicare premiums to long‑term care realities, this episode explores the financial and personal decisions that shape a confident retirement journey.
Are You Ready to Embrace Your Golden Years?
<a href="https://calendly.com/mcordner">Schedule an Appointment</a>
<a href="https://gyfinancial.com/newsletters/">Check out our Newsletter!&nbsp;</a>
Social Media:&nbsp;<a href="https://www.facebook.com/goldenyearsfinancial">Facebook</a>&nbsp;<a href="https://www.linkedin.com/in/markcordner/">&nbsp;LinkedIn</a>&nbsp;&nbsp;<a href="https://www.youtube.com/channel/UCem0WxJFukm2thvEPeXkLwg">YouTube</a>

Market Swings, Medicare, and Marriage in Retirement

Running out of money isn’t the only thing retirees worry about—and it’s rarely the most complicated. On this episode, Mark Cordner breaks down the real forces that shape retirement, from income planning and taxes to health care, longevity, and how our life experiences affect money decisions. The conversation explores why retirement planning isn’t one-size-fits-all, why single retirees face unique challenges, and how couples often discover they aren’t as financially aligned as they thought. It’s an honest look at retirement as a series of choices, adjustments, and priorities—both financial and personal.

Are You Ready to Embrace Your Golden Years?

Schedule an Appointment

Check out our Newsletter! 

Social Media: Facebook  LinkedIn  YouTube

Running out of money isn&rsquo;t the only thing retirees worry about&mdash;and it&rsquo;s rarely the most complicated. On this episode, Mark Cordner breaks down the real forces that shape retirement, from income planning and taxes to health care, longevity, and how our life experiences affect money decisions. The conversation explores why retirement planning isn&rsquo;t one-size-fits-all, why single retirees face unique challenges, and how couples often discover they aren&rsquo;t as financially aligned as they thought. It&rsquo;s an honest look at retirement as a series of choices, adjustments, and priorities&mdash;both financial and personal.
Are You Ready to Embrace Your Golden Years?
<a href="https://calendly.com/mcordner">Schedule an Appointment</a>
<a href="https://gyfinancial.com/newsletters/">Check out our Newsletter!&nbsp;</a>
Social Media:&nbsp;<a href="https://www.facebook.com/goldenyearsfinancial">Facebook</a>&nbsp;<a href="https://www.linkedin.com/in/markcordner/">&nbsp;LinkedIn</a>&nbsp;&nbsp;<a href="https://www.youtube.com/channel/UCem0WxJFukm2thvEPeXkLwg">YouTube</a>

What Most Retirement Plans Don’t Account For

A potential Social Security shortfall is moving closer—and that has real implications for retirement planning. On this episode, Mark Cordner breaks down what a projected trust fund depletion could mean, why relying solely on Social Security was never the intent, and how shifting demographics are changing the conversation. The discussion explores realistic expectations, personal responsibility in retirement planning, and the role of income sources, taxes, fees, and guaranteed income in shaping financial confidence during retirement years.

Are You Ready to Embrace Your Golden Years?

Schedule an Appointment

Check out our Newsletter! 

Social Media: Facebook  LinkedIn  YouTube

A potential Social Security shortfall is moving closer&mdash;and that has real implications for retirement planning. On this episode, Mark Cordner breaks down what a projected trust fund depletion could mean, why relying solely on Social Security was never the intent, and how shifting demographics are changing the conversation. The discussion explores realistic expectations, personal responsibility in retirement planning, and the role of income sources, taxes, fees, and guaranteed income in shaping financial confidence during retirement years.
Are You Ready to Embrace Your Golden Years?
<a href="https://calendly.com/mcordner">Schedule an Appointment</a>
<a href="https://gyfinancial.com/newsletters/">Check out our Newsletter!&nbsp;</a>
Social Media:&nbsp;<a href="https://www.facebook.com/goldenyearsfinancial">Facebook</a>&nbsp;<a href="https://www.linkedin.com/in/markcordner/">&nbsp;LinkedIn</a>&nbsp;&nbsp;<a href="https://www.youtube.com/channel/UCem0WxJFukm2thvEPeXkLwg">YouTube</a>

New Rules of Inherited IRAs

In 1 playlist(s)

Golden Years: A Roadmap to Navigate Retirement

Social links

Follow podcast

Recent clips