Golden Years: A Roadmap to Navigate Retirement
Golden Years: A Roadmap to Navigate Retirement
Playlist by Golden Years: A Roadmap to Navigate RetirementAt 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. Whe…Follow the podcast:
39 clip(s) in playlist
Navigating Retirement: A Comprehensive Guide
In this episode Mark discusses the complexities of retirement planning, focusing on the importance of understanding 401(k) plans, the significance of legacy planning, and the urgency of tax strategies such as Roth conversions. He emphasizes the need for a comprehensive approach to financial plannin…
18:33
Mastering Retirement Withdrawals
In this episode, Mark discusses the complexities of retirement planning, focusing on withdrawal strategies, the limitations of social security, the role of annuities, and the importance of comprehensive financial planning. He emphasizes the need for guaranteed income streams and the significance of…
19:34
The Crucial Role of Estate Planning
Mark discusses the complexities of navigating retirement, focusing on social security benefits and the importance of estate planning. With more individuals reaching retirement age than ever before, understanding when to claim social security can significantly impact financial stability. The conver…
08:42
Open-Mindedness: The Key to Financial Success
Mark discusses the psychological impact of October on financial markets, emphasizing the importance of a long-term investment strategy over short-term fears. He introduces the 'two-pocket approach' to retirement planning, which advocates for a portion of investments to be protected from market vola…
12:07
Long-Term Care: Planning for the Future
In this episode, Mark discusses the current landscape of fixed income products, particularly in light of changing interest rates and the importance of planning for long-term care. He emphasizes the need for alternatives to traditional long-term care insurance and highlights the value of having a st…
10:49
Planning for Retirement: Key Considerations
In this episode Mark discusses the importance of financial checkups as the year comes to a close, emphasizing the need for planning around required minimum distributions, tax strategies, and social security benefits. He highlights common mistakes people make regarding social security and the import…
10:29
The Challenges of Retirement Planning in the Modern Age
Mark discusses the challenges of retirement planning in the modern age. He highlights the alarming statistic that one in five Americans over 65 are still working, often out of necessity rather than choice. Mark also critiques the shift in responsibility from employers to individuals regarding retir…
12:08
The Importance of Having a Tax Plan
Mark covers two main themes in today's episode: tax planning in retirement and the unique approach of the financial advisor. The first theme discusses the importance of implementing a tax strategy to lower tax bills in retirement and avoid future tax increases. The second theme highlights the advis…
10:56
Managing Anxiety and Fears in a Volatile Market
In today's episode, the main themes include the stock market, managing anxiety and fears, making an inheritance last, and transitioning into retirement. The conversation also touches on the importance of proper documentation and planning for passing on assets. The host and guest discuss the role of…
11:22
Navigating Market Fluctuations in Retirement
Episode Takeaways: Don't panic about day-to-day market fluctuations, but consider the shorter time horizon of retirees and pre-retirees. Adopt a two-pocket strategy: invest for long-term growth and preserve some assets in principal-protected accounts. Focus on preservation and risk management, inc…
10:10