Retirement Roadmap Radio
281 episodes - English - Latest episode: about 1 year ago - ★★ - 3 ratingsSmall changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Retirement Savings Time-Bomb
April 01, 2023 05:00 - 34.3 MBMany people don't know that there could be a tax time-bomb waiting for them in retirement. In this show we discuss that and ways to plan for it and to help minimize that burden.
The Retirement Roadmap Revisited
March 25, 2023 05:00 - 34.3 MBIn this episode we talk about what you need to do in order to take your financial journey from start to finish.
History of Annuities
March 18, 2023 05:00 - 34.3 MBIn this episode we talk about what annuities are and how you can better understand them and use them to help benefit your financial and retirement planning.
Long Term Care Needs in Retirement
March 04, 2023 06:00 - 34.3 MBAlmost 2 out of 3 people will need long-term care at some point. If you don't plan ahead it can not only derail your financial future, but that of your family's as well. In this episode we talk about long-term care and how to plan for it.
Should You Unretire?
February 25, 2023 06:00 - 34.3 MBDuring this episode, we’re going to explore the concept of unretirement and what factors you can use to decide if it’s right for you.
Your Retirement Roadmap
February 04, 2023 06:00 - 34.3 MBThis week we discuss the steps to creating your own roadmap for retirement.
10 Estate Planning Mistakes to Avoid
December 24, 2022 06:00 - 34.3 MBEstate planning is for everyone. We all need a will, but more than that you need a plan. We cover the 10 biggest mistakes to avoid when it comes to planning for the future.
End of Year Financial Checklist
December 17, 2022 06:00 - 34.3 MBWe go over what you need to know for the end of the year and the new year for your finances.
Choosing A Financial Professional
December 03, 2022 06:00 - 34.3 MBFor today’s topic, we will be addressing what we think is the best way for choosing a financial professional and we discuss some of the critical questions you should ask a financial services professional you’re considering working with.
6 Steps to Determine Your Retirement Date
November 12, 2022 06:00How will you know when you're ready to retire? More importantly, how will you know when you are able to retire? We look at those questions and offer 6 important steps to help you determine when you can retire.
An Estate Planning Mess
October 15, 2022 05:00Legacy and Estate Planning can get tricky. In this episode we give examples of mistakes to avoid.
Retirement Planning for 2nd Marriages
September 24, 2022 05:00Financial planning is going to look a lot different if you have had more than one marriage. In this episode we talk about those differences and what you need to know.
Recovering From a Market Crash in Retirement
September 10, 2022 05:00During your retirement you really don't want to be withdrawing money from the market during a downturn or recession. In this episode we will look at strategies to help deal with this timely issue.
Who is Master Plan?
August 27, 2022 05:00Mark talks about his firm, what it is, what it offers and how it can help you.
How to Overcome Retirement Fears
July 16, 2022 05:00People have many concerns about retirement... When should I retire? Will I have enough money to last? In this episode Mark talks about things you need to be planning for and tips and strategies to help accomplish your retirement goals.
8 Things Most Americans Don't Know About Retirement
June 04, 2022 05:00In this episode we go over the top 8 things most people don't know about retirement. These are things that can make or break your retirement.
Why You May Not Be Ready to Retire
May 28, 2022 05:00How do you know if you are ready and able to retire? In this episode we discuss what you need to know and what the right questions are to ask to be sure you are ready for retirement.
Unexpected Risk in Retirement
April 23, 2022 05:00There are a lot of risks to your finances in retirement, many that don't get talked about enough. In this show we cover some risks you can prepare for that you might not be aware of.
Can I Retire Yet?
March 26, 2022 05:00Once we hit our 50's, the question that a lot of ask is, can I retire yet? In this episode Mark looks at the steps you need to take to answer that question.
Why Retirement Planning is Important
February 12, 2022 06:00In this episode we discuss the importance of retirement planning and the various pitfalls to avoid.
10 things NOT to do when you retire
February 05, 2022 06:00In this episode Mark goes over 10 things you do not want to do in order to have a successful retirement.
What Color is Your Money?
January 22, 2022 06:00In this episode Mark talks about the importance of where your money is at and how to allocate it to help with maximization.
5 Fallacies of Planning for Retirement
December 18, 2021 06:00In this episode Mark talks about some misinformation that is out there about retirement planning that could be costly for you.
Financial Fallacies
October 09, 2021 05:00In this show Mark talks about all the financial advice you might hear out there that just isn't right and what to watch out for.
The ABC's of Medicare
September 25, 2021 05:00In this episode we talk about the basics of Medicare and why it's important to understand all of your healthcare options in retirement.
The 3 Stages of Retirement
August 22, 2021 05:00In this episode we discuss the 3 stages of retirement and how to prepare for them.
Staying Happy in Retirement
August 08, 2021 05:00In this episode we discuss ways to stay happy in retirement, from finances to lifestyle planning.
The Mountain of Retirement
July 03, 2021 05:00In this episode Mark talks about the retirement mountain and what you need to know to make it to the peak and back.
The New Retirement Triangle
June 26, 2021 05:00In this episode Mark talks about major changes in the way you need to plan for retirement.
Is Estate Planning for Everyone?
May 22, 2021 05:00In this episode Mark talks about the importance of estate planning and goes over what you need to know to make sure your loved ones are protected.
Everything You Ever Wanted to Know about 401(k)s
May 15, 2021 05:00...but were afraid to ask! In this episode we discuss important tips and information regarding 401(k)s.
Estimating Your Retirement Budget
April 24, 2021 05:00In this episode we discuss the importance of estimating retirement costs before you get there. We talk about important aspects of a retirement budget and how to plan for them.
Planning For Long-Term Care
March 06, 2021 06:00In this episode Mark talks about the costs of healthcare in retirement and Long-term Care in particular. What it costs, what is is and why you need to plan for it.
The Value of a Retirement Planner
February 13, 2021 06:00In this episode Mark talks about why you need a solid retirement plan and the value of a retirement planner.
We Get Emails - Answering Your Questions
January 30, 2021 06:00In this episode Mark answers financial questions from listeners and gives helpful tips and strategies.
What Monsters Are Lurking in Your Portfolio?
January 09, 2021 06:00In this episode Mark takes a look at market volatility and how to protect your portfolio from economic uncertainty and risk.
Mastering the Last Five Years
November 14, 2020 06:00During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to better position yourself to enjoy the rewarding retirement you’ve worked so hard towards.
Retirement Rumors to Ignore
September 20, 2020 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
The 5 Ridiculous Myths of Estate Planning
September 13, 2020 05:00In this show Mark exposes myths and misunderstandings about estate planning.
How to Prepare for the Next Bear Market
August 16, 2020 05:00We have seen a lot of market volatility lately and there is still a lot of uncertainty about the economy, along with political unrest. So you want to make sure you are financially prepared. In this episode we go over the key ways to make sure your finances are secure.
What's It All About
August 02, 2020 05:00Taking things back to the beginning. Who is Mark Fricks and what is MasterPlan Retirement Consultants.
7 Attributes of a Real Retirement Planner
July 05, 2020 05:00There are a lot of so-called "financial professionals" out there, but they are not all the same and they are not all looking out for your best interests. In this episode we look at why it's important to understand the differences and what a financial advisor does.
The Ticking Tax Time Bomb
June 20, 2020 05:00There are a lot of misconceptions about taxes in retirement. In this episode Mark talks about what you need to know to plan ahead and to help minimize your tax burden in retirement.
The 3 Circles of Retirement Planning
May 30, 2020 05:00In this episode Mark talks about making sure you are covering all the necessary bases of retirement planning and how you can make sure you have a solid financial plan.
Social Security - Will It Still Be Here For Us?
May 09, 2020 05:00In this episode Mark discusses 5 reasons Social Security isn't going to go away, and the flip-side of that, 5 reasons it is in trouble and what you can do to plan for it in retirement.
5 Ways This Recession is Bad for Retirees
April 19, 2020 05:00For the past decade or so, most of our economic news has been good! Unemployment, stock market, company earnings…but the time for complacency is over! In this episode we talk about 5 ways this recession is bad for retirees and how to deal with them.
Opportunities In a Time of Crisis
April 12, 2020 05:00Even though we are in a time of turmoil in our lives and the markets, there are positives and opportunities.. Mark talks about many of these key opportunities to help you and your finances during the market volatility and global pandemic.
When Things Go Awry - How to React to Market Madness
March 28, 2020 05:00These are indeed strange times. In this episode Mark talks about the Coronavirus and the affects it has had on the markets and economy. Your reaction is important and you need a plan. Mark talks about how to accomplish this.
The Ultimate Retirement Checklist
February 29, 2020 06:00In this episode Mark talks about what you need to know before you retire, from plans and strategies to important dates.