Retirement Mark Show!

Radio Show 12/17/14 Segment 4

In this segment, you are going to discover:

• Ways to keep up with inflation in retirement

• How I help my clients leave a legacy for their heirs

• According to a MarketWatch article, you’re making a classic mistake if you are comparing annuities to other investment products

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 12/17/14 Segment 3

In this segment, you are going to discover:

• WSJ reporter compares myths of aging with the realities and benefits that she’s found

• Why I suggest NOT borrowing from your 401k plan (you could end up paying TWICE the taxes)

• Should you take a pension buyout if your company is offering one?

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 12/17/14 Segment 2

In this segment, you are going to discover:

• What you can do to make sure you get the most out of your nest egg

• What to do to ensure you don’t outlive your money in retirement

• When it comes to Social Security, many people think there are only a few options as to when to take the payouts—however, there are several hundred

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 12/17/14 Segment 1

In this segment, you are going to discover:

• How to help make sure your personal economy doesn’t slip, despite the what’s going on in the world’s economy

• What you will discover from my “stress test”

• How innovations in the financial marketplace may allow you to get uncapped gains without facing market risk

Image courtesy of Feelart at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 12/10/14 Segment 4

In this segment, you are going to discover:

• Things to consider with your diversified financial plan

• Are baby boomers pessimistic or optimistic?

• Survey on millennial’s receiving financial support from their parents

• List of the 10 worst states for retirement living

Image courtesy of Sira Anamwong at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 12/10/14 Segment 3

In this segment, you are going to discover:

• Why and how you should protect your gains from the stock market

• Your options when it comes time to claim Social Security

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 12/10/14 Segment 2

In this segment, you are going to discover:

• What to do with your pre-tax and after-tax dollars (and how to help make sure it’s done in the correct order)

• Pro-Rata rules and how it effects you

• Baby boomers plan to take an average of 4-5 trips in 2015

Image courtesy of patpitchaya at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 12/10/14 Segment 1

In this segment, you are going to discover:

• New CBS poll shows that nearly 50% of us want to stop working at age 65

• How I help my clients “crunch” numbers

• My proprietary Retirement Strategy Stress Test

• Do you have to take RMD’s if you’re still working?

Image courtesy of master isolated images at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 12/3/14 Segment 4

In this segment, you are going to discover:

• Sam Stovall’s opinion and advice on market volatility

• The difference between investing in the stock market as an employee vs. a retiree

• A $500k example of what happens with “sequence risk” (and why one person will run out of money, while the other will be left with $1.7 million)

• 7 things that we weren’t paying for 10 years ago

Image courtesy of jscreationszs at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 12/3/14 Segment 3

In this segment, you are going to discover:

• 4 key findings from a lifehealthpro.com survey reveals that women may be able to INCREASE their financial confidence

• The type of advisor you should be talking to

• How this 63-year-old woman altered her Social Security and variable annuity strategy to drastically improve her retirement plan

• Things you should be doing NOW if you plan to retire next year

Image courtesy of hinnamsaisuy at FreeDigitalPhotos.net