The Paycheck is Now You: Solving the Retirement Puzzle

Whether you’ve saved $500,000 or $5 million, the transition from earning a paycheck to creating your own income is the ultimate retirement hurdle. On this episode of the Mark Osler Retirement Experience, Mark dives into the universal "can I retire?" question, the impact of national debt on your sav…

The Retirement Math Myth: Do You Really Need Millions?

Is your "magic number" for retirement actually a myth? In this episode of the Mark Osler Retirement Experience, Mark challenges the conventional wisdom that you need millions to retire comfortably. By factoring in Social Security and strategic "retirement math," they reveal how a $1.5 million goal …

The Retirement Paradox: Why Market Highs Aren't Buying Confidence

Is the rising stock market masking a deeper retirement anxiety? Despite market gains, confidence is dipping as inflation and geopolitical risks shift the goalposts for retirees. Join Mark Ostler as he debunks the "million-dollar myth" and explore why time—not just money—is your most precious asset.…

All-Weather Wealth: Preservation Tactics for Uncertain Times

Whether you are worried that the 2020s are mirroring the "Roaring Twenties" or you are simply trying to navigate the shift from paychecks to personal savings, retirement planning can feel like a high-stakes puzzle. In this episode, Mark Ostler breaks down the "nuts and bolts" of financial security,…

More Than a Number: Balancing Your Bank Account with Life’s Best Years

This week, Marc Oslar dives into the "Social Security Trap" and why waiting until 70 might be a decision you regret. They break down the PIG method—Preservation, Income, and Growth—to help you stop guessing and start living. From protecting your nest egg against market downturns to the truth about …

The 2026 Retirement Reset: New Laws, New Limits, New Strategy

Your retirement will look completely different from anyone else’s, yet many investors are unknowingly exposed to the same invisible threat: portfolio drift. In this inaugural 2026 episode, Marc Oslar breaks down how a standard 60/40 portfolio can quietly shift into a high-risk 76/24 split without y…

Retirement Royalties: Getting Paid for Work You Did Decades Ago

Is your retirement plan built on a solid foundation, or are you banking on a market miracle? With the stock market hitting rare historical streaks, Marc Oslar breaks down the "PIG" acronym—Preservation, Income, and Growth—to help you navigate volatile waters. From the "Retirement Royalties" of inco…

Retirement Red Flags: Don't Let a Bad Advisor Ruin Your Golden Years

Are you concerned about running out of money, market volatility, or high taxes in retirement? Join financial advisor Marc Oslar as he dives deep into creating an effective retirement plan. Learn about the three pillars of success—Preservation, Income, and Growth—and discover how to convert assets l…

Stop Worrying About Retirement Headlines: Your Personalized Plan Starts Now

Are financial headlines making you rethink your retirement? Financial planner Marc Oslar navigates the complexities of retirement planning. Uncover strategies to handle market volatility, rising taxes, and rule changes affecting accounts like 401(k)s. Learn how to balance optimism and pessimism in …

The Oreo Test: Retirement Products That Sound Good But Taste Bad

Why are 80% of people using Uncle Sam's retirement plan instead of their own? Join hosts Randy Cook and Marc Osler as they dive deep into the financial strategies, products, and pitfalls that determine your retirement success. Discover why popular options like target date funds and variable annuiti…