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Small 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…

Mark Fricks


    • Apr 1, 2023 LATEST EPISODE
    • infrequent NEW EPISODES
    • 169 EPISODES


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    Latest episodes from Retirement Roadmap Radio

    Retirement Savings Time-Bomb

    Play Episode Listen Later Apr 1, 2023


    Many 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

    Play Episode Listen Later Mar 25, 2023


    In this episode we talk about what you need to do in order to take your financial journey from start to finish.

    History of Annuities

    Play Episode Listen Later Mar 18, 2023


    In 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

    Play Episode Listen Later Mar 4, 2023


    Almost 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?

    Play Episode Listen Later Feb 25, 2023


    During 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

    Play Episode Listen Later Feb 4, 2023


    10 Estate Planning Mistakes to Avoid

    Play Episode Listen Later Dec 24, 2022


    Estate 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

    Play Episode Listen Later Dec 17, 2022


    We go over what you need to know for the end of the year and the new year for your finances.

    Choosing A Financial Professional

    Play Episode Listen Later Dec 3, 2022


    For 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

    Play Episode Listen Later Nov 12, 2022


    How 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

    Play Episode Listen Later Oct 15, 2022


    Legacy and Estate Planning can get tricky. In this episode we give examples of mistakes to avoid.

    Retirement Planning for 2nd Marriages

    Play Episode Listen Later Sep 24, 2022


    Financial 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

    Play Episode Listen Later Sep 10, 2022


    During 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?

    Play Episode Listen Later Aug 27, 2022


    Mark talks about his firm, what it is, what it offers and how it can help you.

    How to Overcome Retirement Fears

    Play Episode Listen Later Jul 16, 2022


    People 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

    Play Episode Listen Later Jun 4, 2022


    In 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

    Play Episode Listen Later May 28, 2022


    How 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

    Play Episode Listen Later Apr 23, 2022


    There 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?

    Play Episode Listen Later Mar 26, 2022


    Once 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

    Play Episode Listen Later Feb 12, 2022


    In this episode we discuss the importance of retirement planning and the various pitfalls to avoid.

    10 things NOT to do when you retire

    Play Episode Listen Later Feb 5, 2022


    In 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?

    Play Episode Listen Later Jan 22, 2022


    In 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

    Play Episode Listen Later Dec 18, 2021


    In this episode Mark talks about some misinformation that is out there about retirement planning that could be costly for you.

    Financial Fallacies

    Play Episode Listen Later Oct 9, 2021


    In 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

    Play Episode Listen Later Sep 25, 2021


    In 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

    Play Episode Listen Later Aug 22, 2021


    In this episode we discuss the 3 stages of retirement and how to prepare for them.

    Staying Happy in Retirement

    Play Episode Listen Later Aug 8, 2021


    In this episode we discuss ways to stay happy in retirement, from finances to lifestyle planning.

    The Mountain of Retirement

    Play Episode Listen Later Jul 3, 2021


    In 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

    Play Episode Listen Later Jun 26, 2021


    In this episode Mark talks about major changes in the way you need to plan for retirement.

    Is Estate Planning for Everyone?

    Play Episode Listen Later May 22, 2021


    In 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

    Play Episode Listen Later May 15, 2021


    ...but were afraid to ask! In this episode we discuss important tips and information regarding 401(k)s.

    Estimating Your Retirement Budget

    Play Episode Listen Later Apr 24, 2021


    In 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

    Play Episode Listen Later Mar 6, 2021


    In 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

    Play Episode Listen Later Feb 13, 2021


    In 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

    Play Episode Listen Later Jan 30, 2021


    In this episode Mark answers financial questions from listeners and gives helpful tips and strategies.

    What Monsters Are Lurking in Your Portfolio?

    Play Episode Listen Later Jan 9, 2021


    In this episode Mark takes a look at market volatility and how to protect your portfolio from economic uncertainty and risk.

    The Value of a Retirement Planner

    Play Episode Listen Later Dec 13, 2020


    In this episode we talk about why you would want to use a retirement planner, what they do and the value they provide.

    Mastering the Last Five Years

    Play Episode Listen Later Nov 14, 2020


    During 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.

    The 5 Ridiculous Myths of Estate Planning

    Play Episode Listen Later Sep 13, 2020


    How to Prepare for the Next Bear Market

    Play Episode Listen Later Aug 16, 2020


    We 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

    Play Episode Listen Later Aug 2, 2020


    Taking things back to the beginning. Who is Mark Fricks and what is MasterPlan Retirement Consultants.

    7 Attributes of a Real Retirement Planner

    Play Episode Listen Later Jul 5, 2020


    There 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

    Play Episode Listen Later Jun 20, 2020


    There 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

    Play Episode Listen Later May 30, 2020


    In 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?

    Play Episode Listen Later May 9, 2020


    In 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

    Play Episode Listen Later Apr 19, 2020


    For 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

    Play Episode Listen Later Apr 12, 2020


    Even 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

    Play Episode Listen Later Mar 28, 2020


    These 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

    Play Episode Listen Later Feb 29, 2020


    In this episode Mark talks about what you need to know before you retire, from plans and strategies to important dates.

    8 Things To Consider When Planning for Retirement

    Play Episode Listen Later Jan 25, 2020


    Mark covers 8 things that you need to think about when you are getting ready to retire.

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