Why Timing in Retirement is so Critical

Retirement Mark Show!

Radio Show 12/3/14 Segment 2

In this segment, you are going to discover:

  • Is delaying retirement a good idea for you?
  • Medicare and Social Security penalties
  • Why you need to be careful when deciding to take Social Security
  • How you may get a 50% penalty at age 70½ if you don’t follow this rule…

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Is it Possible to Put Market Worry Out of Our Minds in Retirement?

Retirement Mark Show!

Radio Show 12/3/14 Segment 1

In this segment, you are going to discover:

  • Best-selling author, Patrick Kelly, gives advice on how to help ensure a lasting legacy, even during market volatility
  • How to participate in market gains without suffering market losses
  • Our proprietary Retirement Strategy Stress Test

Image courtesy of cooldesign at FreeDigitalPhotos.net

Divorced and Retired?

Retirement Mark Show!

Radio Show 11/26/14 Segment 4

In this segment, you are going to discover:

  • One of the biggest divorce settlements in United States history
  • How to reassess your retirement income plan if you’re recently divorced or widowed
  • Things you should to do get your estate plan in order

Image courtesy of hin255 at FreeDigitalPhotos.net

Why and WHEN You May Want to Consider “Rebalancing” Your Portfolio in Retirement

Retirement Mark Show!

Radio Show 11/26/14 Segment 3

In this segment, you are going to discover:

  • Will the S&P go up much higher before it corrects?
  • The closer you get to retirement, the more you have to worry about market volatility
  • What to do with the appreciation recent market highs have given us
  • Sam Stovall’s advice if you’re in the retirement red zone

Image courtesy of Pong at FreeDigitalPhotos.net

Factoring in the Expense of Your Hobbies in Retirement

Retirement Mark Show!

Radio Show 11/26/14 Segment 2

In this segment, you are going to discover:

  • My opinion on the study of a 54-year-old investor who wants to retire by 60
  • Why you should have less money at risk, the closer you get to retirement
  • Wall Street cheat sheet list of 3 things to help you save for retirement (and my opinion on them)

Image courtesy of Naypong at FreeDigitalPhotos.net

6 Biggest Mistakes People Make When Saving for Retirement

Retirement Mark Show!

Radio Show 11/26/14 Segment 1

In this segment, you are going to discover:

  • Every 6 years you wait to start saving, you’ll have to put away double the amount of money
  • How the new 2015 IRS ruling could effect your IRA
  • What the “floor plan” is, and how it may benefit you in retirement

Image courtesy of suphakit73 at FreeDigitalPhotos.net

Even the Most Careful Planners may Make These 5 Common Mistakes

Retirement Mark Show!

Radio Show 11/19/14 Segment 4

In this segment, you are going to discover:

  • 5 football strategies you can use to help retire richer, according to CBS MoneyWatch (and my opinion on them)
  • Our conversation with Mike Ditka and his opinion on athletes who end up bankrupt
  • “Be smart, get help, get a plan!”

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

3 Signs That Your 401k is a “Zombie”

Retirement Mark Show!

Radio Show 11/19/14 Segment 3

In this segment, you are going to discover:

  • How to assess your 401k
  • Why it’s SO important to get a second opinion
  • How to help make the money in your 401k effectively generate more income (and help make it last longer!)
  • My opinion on using annuities in your retirement plan
  • Patrick Kelly’s #1 advice to people investing in the stock market

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

The New Attitude Towards Retirement

Retirement Mark Show!

Radio Show 11/19/14 Segment 2

In this segment, you are going to discover:

  • A few benefits of delaying Social Security
  • How to help make your income last longer throughout retirement
  • How to prepare for a longer-than-average lifespan (life expectancy is longer now!)

Image courtesy of Gualberto107 at FreeDigitalPhotos.net

Solutions to Social Security Stagnation

Retirement Mark Show!

Radio Show 11/19/14 Segment 1

In this segment, you are going to discover:

  • Americans are not saving enough for retirement
  • Unique ways to get monthly income payments
  • What I advise people to do if their employer isn’t helping prepare for retirement

Image courtesy of Stuart Miles at FreeDigitalPhotos.net