Retirement Mark Show!

Radio Show 11/12/14 Segment 4

In this segment, you are going to discover:

• In 2015, the IRS will increase the contribution limits for your 401k

• Why it’s important to get everything on paper in retirement

Image courtesy of Castillo Dominici at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 11/12/14 Segment 3

In this segment, you are going to discover:

• A Forbes article I’m featured in

• A story about a client who asked me about moving his 401k plan into a Roth IRA (and ended up being interviewed for it!)

• The U.S. News & World Report list of things to focus on to make retirement more satisfying  

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 11/12/14 Segment 2

In this segment, you are going to discover:

• How to create a strategy that can pay you no matter what the market is doing

• Why it’s crucial to have an emergency fund in place

• Why the timing of your retirement can be tricky if there’s a large age gap

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 11/12/14 Segment 1

In this segment, you are going to discover:

• Just because your money is in a 401k, doesn’t mean you can’t lose it

• Is it possible to have too much money in tax-deferred accounts?

• Why I believe taxes are eventually going to go up

• 7 things that the middle-class can’t afford anymore

Image courtesy of jannoon028 at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 11/5/2014 Segment 4

In this segment, you are going to discover:

•  The benefit of annuities in retirement

• The “sequence-of-return-risk”

• Will mortgage rates drop below 4% again?

• Should you look into refinancing your home?

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 11/5/2014 Segment 3

In this segment, you are going to discover:

• A better way to reduce risk in retirement

• A look at my strategy session process

• How to find a healthy balance of “risky” and “safe” money

• A 100-year-old who still works as a part-time math teacher

Image courtesy of jannoon028 at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 11/5/2014 Segment 2

In this segment, you are going to discover:

• Will Social Security recipients get much of a bump in benefits next year?

• A mistake people make with Social Security 

• Why it might be better to trade IRA dollars for Social Security dollars

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 11/5/2014 Segment 1

In this segment, you are going to discover:

• Medicare decisions you need to make

• Why you might want a second opinion, even if you already have retirement plan in place

• New things to look at for people who have 401k and IRA plans

• Some of the dangers of too much wealth

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 10/29/2014 Segment 4

In this segment, you are going to discover:

• My “retirement, ready or not scenario” and how it can help you

• How to create a better strategy when it comes to leaving money to your children and/or stepchildren

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 10/29/2014 Segment 3

In this segment, you are going to discover:

• How to take more control and help protect your money if the market crashes

• Why it’s vital to prepare for unexpected medical costs (many insured Americans still struggle with medical bills)

• A list of ways entrepreneurs can save for retirement today, and what I think is missing from that list

Image courtesy of Castillo Dominici at FreeDigitalPhotos.net