Episode #91: Leaving a Legacy: Another Important Facet of Retirement Planning
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Episode #91: Leaving a Legacy: Another Important Facet of Retirement Planning

Georgia Financial Planner Mark Fricks works with clients to address four critical areas of retirement, the last being legacy planning. He says most people think about what happens to their assets when...
Episode #90: Taxes in Retirement
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Episode #90: Taxes in Retirement

Retirement planner Mark Fricks says taxes are just a reality in retirement and it’s best to accept that and plan for it now. He says people need to be mindful of likely increased taxes in the future...
Episode #89: The Importance of Income in Retirement
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Episode #89: The Importance of Income in Retirement

Mark Fricks of Masterplan Retirement Consultants talks about the second side of the pyramid which is income. He explains the concept of sequence of returns and how it can affect income. When he works...
Episode #88: The Biggest Change in Assets and Investments
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Episode #88: The Biggest Change in Assets and Investments

Retirement Planner Mark Fricks has helped thousands of people retiree throughout his career. He says the modern retirement planning model consists of a pyramid with four sides. The first side of the...
Episode #87: The Old Ways of Retirement Planning No Longer Work
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Episode #87: The Old Ways of Retirement Planning No Longer Work

Mark Fricks, founder of Masterplan Retirement Consultants in Marietta, Georgia, talks with host Dennis Mattern about his work as a retirement planner. The role of a retirement planner has changed in...
EPISODE #86: Roth Conversions – Limit Your Tax Liability
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EPISODE #86: Roth Conversions – Limit Your Tax Liability

Longtime financial advisor and founder of www.MyLifeBroker.com Pat Ginefra explains the ins and outs of a Roth Conversion to limit your tax liability. His firm suggests converting and paying the taxes...
EPISODE #85: Pat Ginefra Talks About Taxes and Retirement
Featured Episodes

EPISODE #85: Pat Ginefra Talks About Taxes and Retirement

Delaware financial advisor Pat Ginefra explains that taxes can be a big issue for retirees. His firm preaches getting the “IRS out of your IRA,” which means pay your IRS taxes sooner rather than...
EPISODE #84: The Impact of a 12-Plus Year Bull Market
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EPISODE #84: The Impact of a 12-Plus Year Bull Market

Pat Ginefra, a financial advisor from Delaware, says a long-term bull market means most people are in a better position today than they were 12-plus years ago, but we have rising inflation. He says...
Episode #91: Leaving a Legacy: Another Important Facet of Retirement Planning
Episode #91: Leaving a Legacy: Another Important Facet of Retirement Planning
Episode #90: Taxes in Retirement
Episode #90: Taxes in Retirement
Episode #89: The Importance of Income in Retirement
Episode #89: The Importance of Income in Retirement
Episode #88: The Biggest Change in Assets and Investments
Episode #88: The Biggest Change in Assets and Investments
Episode #87: The Old Ways of Retirement Planning No Longer Work
Episode #87: The Old Ways of Retirement Planning No Longer Work
EPISODE #86: Roth Conversions – Limit Your Tax Liability
EPISODE #86: Roth Conversions – Limit Your Tax Liability
EPISODE #85: Pat Ginefra Talks About Taxes and Retirement
EPISODE #85: Pat Ginefra Talks About Taxes and Retirement
EPISODE #84: The Impact of a 12-Plus Year Bull Market
EPISODE #84: The Impact of a 12-Plus Year Bull Market

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