Retirement Roadmap Radio

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.

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

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.

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.

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.

This week we discuss the steps to creating your own roadmap for retirement.

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.

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

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.

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.

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

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.

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.

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

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.

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.

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.

What you need to know to have a successful retirement!

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.

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.

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

In this episode Mark goes over 10 things you do not want to do in order to have a successful retirement.

In this episode Mark talks about the importance of where your money is at and how to allocate it to help with maximization.

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

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.

In this episode we talk about the basics of Medicare and why it's important to understand all of your healthcare options in retirement.

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

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

In this episode Mark talks about the retirement mountain and what you need to know to make it to the peak and back.

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

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.

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

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.

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.

In this episode Mark talks about why you need a solid retirement plan and the value of a retirement planner.

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

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

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

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.

In this show Mark exposes myths and misunderstandings about estate planning.

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.

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

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.

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.

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.

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.

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.

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.

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.

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

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