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What Forbes Listed as “the 5 Giant Myths of Retirement Planning,” And How to Avoid Them in YOUR Retirement

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

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What Do I Need To Know About Social Security Before Making An Informed Decision?

To copy a page from the inimitable Jeff Foxworthy, who made his mark on American audiences with “You may be a redneck if…” jokes, you may be a baby boomer if:

  • You know what a “sock hop” is.
  • You ever listened to “The Lone Ranger” on the radio.
  • You know who Howdy Doody was.
  • You ever used Brylcreem.
  • You can complete this song lyric: “I wonder, wonder, wonder, wonder who…”
  • The first photos of you are in black and white.
  • You ever used a metal ice tray with a lever.
  • Your family had one automobile and it had fins.
  • You know what a pet rock is.
  • Sean Connery will always be James Bond to you.
  • Your first allowance was payable to you in change.

Officially, baby boomers are those who were born between the years 1946 and 1964 when the birth rate in America rose dramatically following World War II. Those post-war babies have shaped the country and the world socially, philosophically and economically, and they are still doing it. The earliest of the boom generation are turning 65 at a rate of 10,000 per day. Words they applied to “old people” in the heyday of their own youth, such as “retirement” and “Social Security,” are now being used in connection with them.

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What 80% of Americans Are Losing Sleep Over Today

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

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Why you MUST Factor in Future Inflation When Building an Income Plan (Many Advisors Overlook This)

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

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Baby Boomers Pessimistic About the Economy

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
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How Certain Financial Vehicles Can Be Taxed Differently

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
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How Do I Act As My Own Bank? … The 770 Plan!

Albert Einstein was right to call compound interest the eighth wonder of the world. Like the atom, it can accomplish powerful things. Two things are true about compound interest: It works best (a) over time, and (b) if you leave it alone. The concept of the interest earning interest on interest earning interest is the simple reason why the rich get richer. It’s an immutable law of finance.

If you stop and think about it, whether we know it or not, we finance everything we buy. “But wait a minute,” you say. “I pay cash for everything I own.” Really? The cash you pay could be earning interest if you had kept it, couldn’t it? So by forfeiting that potential interest, you essentially financed it, right? If you paid cash, you have to make payments to yourself to get back to where you were before you made the purchase.

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How to Use “Income Buckets” in Retirement

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
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How to Leave a Tax-Free Financial Legacy to Your children

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