Episode #94: Self-Insure to Address Long-term Care
Featured Episodes

Episode #94: Self-Insure to Address Long-term Care

Long-term care is a significant risk for derailing your retirement income plans. Chris Thomas of Thomas Financial Corp helps people address this pitfall of potential long-term care costs in...
Episode #93: Retirement Income Planning: What’s Safe…What’s Not Safe
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Episode #93: Retirement Income Planning: What’s Safe…What’s Not Safe

According to Chris Thomas of Thomas Financial Corp, there are three places where you can place your assets that are safe when you’re doing your retirement income planning. On top of that, how big of...
Episode #92: The 2 Things People Care About
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Episode #92: The 2 Things People Care About

When people are seeking out a financial professional for assistance, what are they looking for? Chris Thomas of Thomas Financial Corp shares what he believes are the two things people really want to...
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
Featured Episodes

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
Featured Episodes

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 #94: Self-Insure to Address Long-term Care
Episode #94: Self-Insure to Address Long-term Care
Episode #93: Retirement Income Planning: What’s Safe…What’s Not Safe
Episode #93: Retirement Income Planning: What’s Safe…What’s Not Safe
Episode #92: The 2 Things People Care About
Episode #92: The 2 Things People Care About
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

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