Retirement Mark Show!

Radio Show 10/8/2014 Segment 4

In this segment, you are going to discover:

• What you and your spouse should be talking about when it comes to your finances

• What to do with your pension in a low interest rate environment (and how it could effect the income you receive)

• The two places you can get tax-free income or have tax-tree growth

• Why you might want to convert your traditional IRA to a Roth IRA to avoid RMDs

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 10/8/2014 Segment 3

In this segment, you are going to discover:

• Why there has been a drop in 401k balances for people nearing retirement

• How the new September 18th ruling affected a client with $2.8 million in a 401k (and how it could affect YOU, too)

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 10/8/2014 Segment 2

In this segment, you are going to discover:

• Patrick Kelly’s answer to: “what is one of the biggest hurdles people sometimes face in retirement?”

• Why it’s important to consider the cost of housing in retirement

• How a client got out of paying the extra $196k on his mortgage

• How to get free access to Patrick Kelly’s book “Stress-Free Retirement”

Image courtesy of graur razvan at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 10/8/2014 Segment 1

In this segment, you are going to discover:

• The average American has saved less than $2,000 for retirement by his or her 50th birthday—discover how to play “catch up” if this has happened to you

• How to NOT live paycheck by paycheck in retirement (half of Americans, when they retire, find themselves in this situation)

• The RIGHT way to address your fear of outliving your money in retirement, and how to AVOID it

• Why someone with $4 million may run out of money BEFORE someone with $100k

Image courtesy of hyena at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 10/1/2014 Segment 4

In this segment, you are going to discover:

• “The 10 questions“

• What to do in the years before retirement, and why you have to plan for a longer retirement

• How a couple with $4 million is spending so much that they may end up running out of money in retirement

Image courtesy of imagerymajestic at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 10/1/2014 Segment 3

In this segment, you are going to discover:

• How You Can Still Lose Your Money Even If It’s In a 401k

• What may happen to you in retirement if the government decides to increase taxes

• How I helped a woman collect $200k more in Social Security (that she didn’t even know she was entitled to)

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 10/1/2014 Segment 2

In this segment, you are going to discover:

• It’s so important to plan what will happen with your money once you pass away

• Football and retirement actually have something in common

• It’s so important to do research on your advisor and how to find a good one

Image courtesy of Idea go at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 10/01/2014 Segment 1

In this segment, you are going to discover:

• How Annuities were taxed in the 80’s vs. how they’re taxed today

• Exclusive software program that calculates exactly how much income you will need in retirement (only a handful of advisors have access to this)

• Special strategies that allow you to retire when you WANT to—without having to work longer, save more money, or delay retirement

Image courtesy of adamr at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 9/24/2014 Segment 4

In this segment, you are going to learn:

• The answer to the question, “Do You Retire When You Retire?”

• That you need to Create a Floor to cover your needs and wants, and then invest the rest for the upside

Retirement Mark Show!

Radio Show 9/24/2014 Segment 3

In this segment, you are going to discover:

• That more people have Cats then Stocks according to the Federal Reserve

• How I found a client $102,288 that she didn’t know she was entitled to, and was told correctly that she was not eligible for

• Why “Outliving Your Money” and “Sequence Risk” are the main reasons why everyone should seek out a second opinion from a Specialist