Retirement Roadmap

Prepare yourself to gain a clear understanding of the often-confusing world of Medicare with the guidance of our guest, Buddy Friend, of Senior Benefits of Georgia. With over a decade of experience in Medicare insurance, Buddy unpacks the essentials of Parts A and B for you, detailing the ins and outs of hospitalization and physician coverage. Discover the cost structures, including when Part A is free and how income affects Part B premiums. Buddy's insights into Medicare's foundational elements will help you to know what to expect from your healthcare options.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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

What if a 50 basis point interest rate cut could significantly alter your financial future? Join us as we unpack the Federal Reserve's recent decision and its far-reaching implications with insights from Investment Advisor Representatives, Mark and Evan Fricks. From the subtle shifts in credit card interest rates to the more pronounced effects on auto loans and HELOCs, we break down how these changes might impact your everyday financial decisions. Our discussion extends to the broader economic landscape, examining the Fed's strategy to manage inflation without tipping the economy into recession. Discover how continued rate decreases could lead to substantial long-term savings and why it's crucial to stay informed. These interest rate adjustments ripple through retirement planning and investment strategies, and Mark and Evan Fricks are here to help you navigate the shifts. 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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

Has your estate plan become a dusty relic? In this episode, Mark and Evan Fricks discuss legacy planning and how to make it a part of a robust roadmap that reflects your current wishes and complies with ever-changing laws. Discover how Advance Directives can be essential, especially if you live across state lines, and how they can possibly prevent court battles while honoring your healthcare decisions. Navigate the intricacies of beneficiary designations and how they can be a pivotal part of your legacy planning toolkit. Keeping your beneficiaries up-to-date could spare your heirs from the cumbersome probate process, especially after life changes or corporate shifts. Having an adequately equipped estate plan can protect your family and can help your estate transition smoothly according to your wishes.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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

Ever wondered why more than half of Americans fear retirement more than death? Join us on Retirement Roadmap with MasterPlan Retirement Consultants, as we unravel this startling statistic with the guidance of Evan and Mark Fricks. We confront eye-opening realities, like the fact that 20% of Americans aged 50 and older haven’t saved a penny for their golden years. Our conversation highlights the potential benefits of personalized retirement strategies, moving beyond the one-size-fits-all advice to craft a plan tailored to your unique financial situation.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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

Have you thought about what you will do with your 401(k) once you retire? In this episode of Retirement Roadmap, Evan and Mark Fricks unravel the complexities surrounding 401(k) and IRA options as retirement beckons. We dissect the advantages and limitations of maintaining a 401(k), from enticing company matches to frustrating investment constraints, and uncover the expansive opportunities IRAs can present, including investing in precious metals and real estate. With insightful discussions on converting traditional IRAs to Roth IRAs for potential tax-free benefits, this episode is packed with strategies that may refine your retirement savings approach for enduring financial health.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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

Ever wondered how to keep your retirement savings intact during the unpredictability of an election year? In this episode Mark and Evan Fricks guide you through the minefield of market volatility triggered by election cycles and share strategies that can help maintain a steady, long-term investment approach. They caution against knee-jerk reactions to media hype and market jitters, which can lead to detrimental portfolio moves, and advocate for a balanced retirement roadmap that leverages both growth and income strategies, utilizing modern tools like computer algorithms and AI to enhance your decision-making process.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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

Is December 31st or April 15th the most critical tax deadline for retirees? This episode of Retirement Roadmap explores this provocative question, guiding you through important end-of-year tax strategies. We'll uncover the nuances of Required Minimum Distributions (RMDs) and how the Secure Act and Secure Act 2.0 have shifted the landscape, potentially impacting your tax bracket, Social Security, and Medicare premiums. By connecting tax strategies, Roth conversions, and legislative changes, we help you navigate the complex web of retirement planning. 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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

Ever wondered how working before and after full retirement age affects your Social Security benefits? Curious about alternatives to traditional insurance? What about what it means to take a lump sum pension versus a monthly pension? Join us as we answer several questions that may better equip you to navigate the complexities of retirement income and maximize your financial security.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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

In this episode of Retirement Roadmap with Mark and Evan Fricks we look at what U.S. News and World Report lists as The 10 Biggest Regrets of Retirees. We share from our experiences in financial services how these common regrets can impact your retirement roadmap. 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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

What if you could retire a decade earlier than you ever thought possible? On this episode of Retirement Roadmap with MasterPlan Retirement Consultants, we reveal powerful early retirement strategies that could transform your financial future. Hear examples that could help pave your way to financial freedom. Discover how you can maximize your income through hobbies, part-time work, additional education, and creating multiple income streams like rental properties or guaranteed income tools. Plus, we share effective budgeting tools and mindful spending habits to keep you on the path to early retirement.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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

Ready to unlock the secrets to early retirement and financial freedom? Drawing on insights from Jacob Schroeder's article in Kiplinger Magazine, How to Retire Early in Six Steps, we emphasize the importance of ongoing education and adapting to ever-changing regulations. You'll learn why setting a high savings rate of 10-15% is crucial and how some of these budgeting and spending tips may help you navigate your own retirement journey. 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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

What if your wealth could grow and stand the test of time? This episode reveals the secrets that wealthy individuals use to maintain and expand their fortune. We dissect a fascinating Business Insider article and share five pivotal strategies, including the significance of a comprehensive financial plan encompassing budgeting, insurance, legacy planning, tax planning, and investments. Plus, we highlight why finding the right financial professional and sticking to a hands-off investment approach can make all the difference.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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

Can you afford to ignore the future of tax policies on your retirement plans? Join us on Retirement Roadmap as we explore the critical uncertainties surrounding the expiration of the Tax Cuts and Jobs Act of 2017, set for December 31, 2025. Our conversation dives into the potential implications for personal income taxes, estate taxes, and the broader financial landscape shaped by government spending, national debt, and federal inefficiencies. Listen in to discover how these legislative changes could impact your financial planning.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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

Discover the essential keys to safeguarding your legacy with Sarah White, an esteemed estate planning attorney with over two decades of expertise. Sarah demystifies the critical components of estate planning, from wills and powers of attorney to healthcare directives. Highlighting unique considerations for Georgia residents, Sarah delves into the pros and cons of revocable living trusts versus standard wills, revealing the intricacies of probate and the strategic advantages of trusts. Misconceptions abound when it comes to estate planning, but Sarah sets the record straight, emphasizing the accessibility and necessity of professionally guided documents. Explore new provisions for digital assets in Georgia and understand how digital legacies fit into your overall plan. This episode underscores the value of holistic retirement planning, stressing the importance of collaboration among financial planners, tax advisors, and estate attorneys that will enable you to leave no stone unturned in your retirement and estate planning journey.Sarah White, Attorney at LawHave 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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

Can a community truly transform the lives of its veterans? Join us as we uncover the inspiring journey of our client, Dan Hydrick, an Army veteran who dedicates much of his time to helping his fellow servicemen and women through the Cobb County Veterans Treatment and Accountability Court and Bravo Victor Fund. Dan shares his remarkable transition from military service to relentless community service, showing how the VATC and Bravo Victor Fund provide essential resources like housing, transportation, and furniture to veterans in Cobb County, GA. Discover the power and impact of the "battle buddies" program, where veterans guide each other through challenging times, ensuring no one gets left behind, as well as the "vet pod, "a collaborative effort that provides incarcerated veterans with safer environments and better access to legal and VA services. Listen to the stories behind the community's role in these initiatives, from the Veterans Court to the We Care Fair, and learn about the incredible contributions of organizations like United Military Care. Explore the ongoing challenges of securing funding and political support, and find inspiration in Dan's unwavering dedication to making a difference. This episode is a powerful testament to what a united community can achieve for its veterans.Bravo Victor FundCobb County Veterans Treatment and Accountability CourtUnited Military CareHave 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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

In this episode, Mark and Evan Fricks illuminate the critical importance of up-to-date estate plans and guide you through the process of asset transition with compassion and clarity. We touch on how our clients use their Professional Record Organizer (PRO), an organization tool that helps your heirs have the essential information they need to honor your wishes and protect your life's work. We discuss various tasks, from organizing pet care to community memberships to digital platform instructions, with the hope of easing the burden on the people you care about most and working to safeguard your legacy. 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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

In this episode, Mark and Evan Fricks discuss the critical decade before retirement, revealing strategies that may work to beef up savings, slash debts, and pivot investment tactics. If you're in your early 50s, it's high time to fine-tune your financial engine with your partner and contemplate life's big moves, such as downsizing or planting new roots. This episode is your roadmap to align your retirement dreams with concrete, actionable plans.Picture your life post-career—do you see a horizon filled with purpose and vitality? Transitioning from the daily grind to retirement's open-ended landscape can be more than just a monetary shift; it's a journey to rediscover your zest for life while keeping your finances and health in tip-top shape. Embrace the insights shared on the importance of maintaining social connections, considering part-time work, and the art of crafting a flexible, robust financial plan that can withstand the unexpected. We're here to guide you through this complex terrain. We discuss the often healthcare-intensive third decade of retirement. We address the necessities of home modifications, the vigilance required for estate planning, and strategies to counter the stealthy creep of healthcare inflation. With regular legal check-ups and a dynamic, comprehensive approach, your retirement plan can gracefully adapt and flourish. Tune in for an enlightening discussion that evolves with you—through every phase of retirement.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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

Are you prepared for the rising tide of retirement costs and the inevitable tax hikes that could erode your nest egg? That's exactly what we're unpacking today on Retirement Roadmap, with your hosts Mark and Evan Fricks. From the looming expiration of the 2017 Tax Cut Act to the sobering outlook on Social Security, we're giving you the straight talk on how these factors can significantly impact your golden years. Join us as we navigate these critical topics, aiming to fortify your retirement roadmap against the current economic climate's choppy waters.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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text

In this episode, a continuation of The Clueless Retiree Part I, Mark and Evan Fricks tackle the thorny issues of tax misconceptions and legislative changes that could leave you adrift in a sea of confusion without a solid plan. The Secure Act 1 and 2 are dissected, revealing their hidden impact on retirement strategies and why Roth conversions might just be your lifeline. We delve deep into the importance of strategic planning in hopes of steering clear of unexpected tax burdens and the dreaded surge in Medicare Part B premiums and then anchor down on the daunting healthcare costs that loom over the retired horizon. Take the helm with us, and let's set sail toward a future where your golden years glisten with well-earned peace of mind.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/episodesListen 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/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory 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.Send us a text