Golden Years: A Roadmap to Navigate RetirementGolden 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 per…Could waiting too long to make a retirement move cost more than you realize? On this episode, Mark Cordner explains why Roth conversions are not one-size-fits-all, how timing can affect long-term tax outcomes, and why age 59½ creates new planning opportunities for retirement accounts. The conversation also explores early retirement buyouts, healthcare considerations, and the value of having a personalized retirement roadmap that looks beyond investment returns to taxes, income, and long-term financial decisions.
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Golden Years: A Roadmap to Navigate Retirement
At Golden Years Financial, Mark Cordner and his team help Boomers transition into the “Third Age” (o…Social links
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