Retirement Mark Show!

Radio Show 2/27/15 Segment 4

In this segment, you are going to discover:

• Advice to people who acquire a large amount of money

• A story about a client of mine who won the lottery

• A story about a man who died who was married for 45 years, and why his first wife of just one year was his legal beneficiary (unbeknownst to any of them)

• How to participate in market gains with limited risk of losing your money

Image courtesy of Phaitoon krishnan at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 2/27/15 Segment 3

In this segment, you are going to discover:

• What we can learn about retirement from a doctor whose goal is to retire with $3 million in 10 years (and why he has very little chance of reaching this goal)

• If you had $1 million in 1975, how much would it be worth today?

• You have to prepare for inflation risk, longevity risk, sequence risk, and tax risk

Retirement Mark Show!

Radio Show 2/27/15 Segment 2

In this segment, you are going to discover:

• How to stretch a Roth IRA

• Opposing opinions on the fate of the stock market

• Are there ways to deal with changes in the economy and help avoid your nest egg from being negatively impacted by it?

• A personal story from my radio producer

Retirement Mark Show!

Radio Show 2/27/15 Segment 1

In this segment, you are going to discover:

• How much are Americans really stressing over money?

• There are now less middle-income households and more lower-income households than ever before

• Advice to becoming more financially confident

Retirement Mark Show!

Radio Show 2/21/15 Segment 4

In this segment, you are going to discover:

• Should we be concerned after a bumpy January on Wall Street?

• Problems you may face in retirement and why you MUST avoid them

• Mark Diana of moneytips.com revealed the secret of successful retirement savers

• The first thing you need to do is create a “floor”

• How much money should you allocate to keeping protected against inflation?

• Can too much financial confidence in retirement be a bad thing?

Image courtesy of ponsulak at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 2/21/15 Segment 3

In this segment, you are going to discover:

• My advice to people who are thinking about retiring in 2015, or are already retired

• Why a “retirement strategy stress test” could benefit you (and help you discover things your financial advisor may have missed)

• How potential changes to the 529 plan could affect you

• What I recommend instead of a 529 plan

Image courtesy of Mister GC at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 2/21/15 Segment 2

In this segment, you are going to discover:

• How to prepare for the expense of living in a nursing home

• How “combination products” can help you

• The best way for baby boomers to leave a financial legacy to their heirs

Image courtesy of ponsulak at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 2/21/15 Segment 1

In this segment, you are going to discover:

• The retirement crisis and how Americans don’t save enough— Why is this happening and how can it be fixed?

• How to take what you’ve saved and help generate guaranteed paychecks in retirement

• Patrick Kelly’s advice on what NOT to do with your money in retirement

• What Millennials are doing with their money to help prepare for retirement

Retirement Mark Show!

Radio Show 1/31/15 Segment 4

In this segment, you are going to discover:

• Advice to people who have recently acquired a large sum of money

• A 103-year-old Florida golfer became the oldest person to score a hole-in-one!

Image courtesy of Apolonia at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 1/31/15 Segment 3

In this segment, you are going to discover:

• How to create your own money-generating strategy in retirement

• How to follow what I call the “personal economic model”

• What you need to know when it comes to maximizing your Social Security benefits

Image courtesy of moomsabuy at FreeDigitalPhotos.net