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MasterPlan Q&A Continued
Manage episode 438399199 series 3585390
Curious about whether an annuity is the right choice for your retirement plan? Join us as we sit down with Mark Fricks, who breaks down the benefits and potential pitfalls of annuities and other common questions Mark receives from his listeners. This episode will touch on topics like Social Security, pension planning, ex-spousal benefits, federal employee benefits and more. Mark shares insights and guidance on individualized retirement planning, emphasizing the importance of consulting with qualified professionals to tailor a strategy that fits your unique circumstances.
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at info@masterplanretire.com or call 770-980-9262.
https://masterplanretire.com/
Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 8:30 a.m. EST on AM920 WGKA and 12:00 p.m. on XTRA 106.3FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events
Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94Al
Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.
Capitole
1. MasterPlan Q&A Continued (00:00:00)
2. Retirement Planning (00:00:06)
3. Social Security and Pension Planning (00:10:42)
4. Planning for Future Retirement Success (00:17:54)
5. Retirement Consultation & Planning (00:24:03)
62 episoade
Manage episode 438399199 series 3585390
Curious about whether an annuity is the right choice for your retirement plan? Join us as we sit down with Mark Fricks, who breaks down the benefits and potential pitfalls of annuities and other common questions Mark receives from his listeners. This episode will touch on topics like Social Security, pension planning, ex-spousal benefits, federal employee benefits and more. Mark shares insights and guidance on individualized retirement planning, emphasizing the importance of consulting with qualified professionals to tailor a strategy that fits your unique circumstances.
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at info@masterplanretire.com or call 770-980-9262.
https://masterplanretire.com/
Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 8:30 a.m. EST on AM920 WGKA and 12:00 p.m. on XTRA 106.3FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events
Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94Al
Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.
Capitole
1. MasterPlan Q&A Continued (00:00:00)
2. Retirement Planning (00:00:06)
3. Social Security and Pension Planning (00:10:42)
4. Planning for Future Retirement Success (00:17:54)
5. Retirement Consultation & Planning (00:24:03)
62 episoade
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1 Minimizing Retirement Tax Burdens: Strategies for 401(k)s, IRAs, and Tax-Efficient Inheritance 24:48
1 Supporting Veterans: Transformative Care Initiatives with Kim Scofi of United Military Care 24:48
1 Demystifying Medicare: Parts A & B, Supplement vs Advantage Plans, and Enrollment Essentials 24:49
1 Fed's Rate Decisions and Their Impact on Your Wallet 24:48
1 Retirement Must Haves: Estate Planning Bare Minimums 24:48
1 What's Scarier, Death or Retirement? 24:47
1 Should You Keep Your 401(k) When You Retire? 24:49
1 Protecting Retirement Savings in an Election Year 24:49
1 End-of-Year Tax Deadlines for Retirees Including Navigating RMDs, Roth Conversions, and Charitable Giving 24:49
1 How to Retire Early: Part II 24:46
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