Marker 01

Is your 401(k) just sitting there like a flat piece of paper, or is it working to generate active income for your future? Just as baseball teams evaluate their rosters at the All-Star break, mid-year is the perfect time to assess your financial game plan. On this episode of The Marc Oslar Retirement Experience, financial advisor Marc Oslar breaks down essential mid-year review strategies. Discover how to tackle market rebalancing, optimize tax deferred accounts, navigate social security options, and protect your legacy with smart estate planning.

Schedule your complimentary appointment today: MOREtoRetire.com

Follow us on Facebook or Instagram!

Is your 401(k) just sitting there like a flat piece of paper, or is it working to generate active income for your future? Just as baseball teams evaluate their rosters at the All-Star break, mid-year is the perfect time to assess your financial game plan. On this episode of The Marc Oslar Retirement Experience, financial advisor Marc Oslar breaks down essential mid-year review strategies. Discover how to tackle market rebalancing, optimize tax deferred accounts, navigate social security options, and protect your legacy with smart estate planning.
Schedule your complimentary appointment today:&nbsp;<a href="https://moretoretire.com/">MOREtoRetire.com</a>
Follow us on <a href="https://www.facebook.com/profile.php?id=61566738122433">Facebook</a> or <a href="https://www.linkedin.com/company/marc-oslar-retirement-experience/about/">Instagram</a>!

Retirement isn’t about settling for less. It’s about achieving the most with the resources you’ve spent a life building. You need a show that wants to push the envelope while maximizing their knowledge – and yours.  

So, why not get more with MORE!

The Marc Oslar Retirement Experience, hosted by company founder & president Marc Oslar, brings that insight into your retirement, analyzing the latest financial developments and figuring out what it means for your future. He also brings the experience of a veteran financial mind with the personality of a friendly podcast host – the little extra that goes a long way.

Listen today and get MORE out of your retirement with the Marc Oslar Retirement Experience!

Retirement isn&rsquo;t about settling for less. It&rsquo;s about achieving the most with the resources you&rsquo;ve spent a life building. You need a show that wants to push the envelope while maximizing their knowledge &ndash; and yours. &nbsp;
So, why not get more with MORE!
The Marc Oslar Retirement Experience, hosted by company founder &amp; president Marc Oslar, brings that insight into your retirement, analyzing the latest financial developments and figuring out what it means for your future. He also brings the experience of a veteran financial mind with the personality of a friendly podcast host &ndash; the little extra that goes a long way.
Listen today and get MORE out of your retirement with the Marc Oslar Retirement Experience!

Marc Oslar Retirement Experience

The Mid-Year Playbook: Is Your Retirement Strategy Out of Whack?

Tired of letting scary financial headlines and market crashes ruin your sleep? Discover how to silence the constant worry about outliving your savings and build a bulletproof income strategy for your post-work years. Join retirement expert Marc Oslar as he cuts through the noise of overvalued stocks, inflation anxiety, and unrealistic retirement targets. Learn how to turn off the financial news, maximize your preservation tools, and focus on the lifestyle you actually want.

Schedule your complimentary appointment today: MOREtoRetire.com

Follow us on Facebook or Instagram!

Tired of letting scary financial headlines and market crashes ruin your sleep? Discover how to silence the constant worry about outliving your savings and build a bulletproof income strategy for your post-work years. Join retirement expert Marc Oslar&nbsp;as he cuts through the noise of overvalued stocks, inflation anxiety, and unrealistic retirement targets. Learn how to turn off the financial news, maximize your preservation tools, and focus on the lifestyle you actually want.
Schedule your complimentary appointment today:&nbsp;<a href="https://moretoretire.com/">MOREtoRetire.com</a>
Follow us on <a href="https://www.facebook.com/profile.php?id=61566738122433">Facebook</a> or <a href="https://www.linkedin.com/company/marc-oslar-retirement-experience/about/">Instagram</a>!

Can You Really Retire on Less Than the Experts Claim?

Planning for retirement involves far more than accumulating savings—it requires managing tax traps, market volatility, and changing lifestyle phases. Financial advisor Marc Oslar breaks down real-world financial headlines, including how a $1.5 million portfolio can face unexpected risk. Discover how hidden Medicare surcharges like IRMAA impact your income, why standard market risk models might fail during a downturn, and how to structure your assets using preservation strategies like structured notes and annuities. Learn how to protect your income, front-load your active retirement years, and navigate changing Social Security policies with confidence.

Schedule your complimentary appointment today: MOREtoRetire.com

Follow us on Facebook or Instagram!

Planning for retirement involves far more than accumulating savings&mdash;it requires managing tax traps, market volatility, and changing lifestyle phases. Financial advisor Marc Oslar breaks down real-world financial headlines, including how a $1.5 million portfolio can face unexpected risk. Discover how hidden Medicare surcharges like IRMAA impact your income, why standard market risk models might fail during a downturn, and how to structure your assets using preservation strategies like structured notes and annuities. Learn how to protect your income, front-load your active retirement years, and navigate changing Social Security policies with confidence.
Schedule your complimentary appointment today:&nbsp;<a href="https://moretoretire.com/">MOREtoRetire.com</a>
Follow us on <a href="https://www.facebook.com/profile.php?id=61566738122433">Facebook</a> or <a href="https://www.linkedin.com/company/marc-oslar-retirement-experience/about/">Instagram</a>!

Ready or Not: The Hidden Pitfalls of Retirement Planning

Is your retirement strategy built on excitement or driven by fear? Many approaching retirement worry about market volatility, unexpected expenses, and running out of money, but standard accumulation strategies no longer apply when you need reliable income. In this episode, financial advisor Marc Oslar breaks down how to transition from risky market moves to smart preservation tactics. Learn how to manage risk, navigate complex inherited IRA tax rules, and identify hidden account fees that quietly drain your savings. Discover actionable steps to take control of your assets and create a sustainable financial future with confidence.

Schedule your complimentary appointment today: MOREtoRetire.com

Follow us on Facebook or Instagram!

Is your retirement strategy built on excitement or driven by fear? Many approaching retirement worry about market volatility, unexpected expenses, and running out of money, but standard accumulation strategies no longer apply when you need reliable income. In this episode, financial advisor Marc Oslar breaks down how to transition from risky market moves to smart preservation tactics. Learn how to manage risk, navigate complex inherited IRA tax rules, and identify hidden account fees that quietly drain your savings. Discover actionable steps to take control of your assets and create a sustainable financial future with confidence.
Schedule your complimentary appointment today:&nbsp;<a href="https://moretoretire.com/">MOREtoRetire.com</a>
Follow us on <a href="https://www.facebook.com/profile.php?id=61566738122433">Facebook</a> or <a href="https://www.linkedin.com/company/marc-oslar-retirement-experience/about/">Instagram</a>!

The Mid-Year Playbook: Is Your Retirement Strategy Out of Whack?

Marc Oslar Retirement Experience

In 1 playlist(s)

Marc Oslar Retirement Experience

Social links

Follow podcast

Recent clips