Retirement Mark Show!

Radio Show 12/10/14 Segment 1

In this segment, you are going to discover:

• New CBS poll shows that nearly 50% of us want to stop working at age 65

• How I help my clients “crunch” numbers

• My proprietary Retirement Strategy Stress Test

• Do you have to take RMD’s if you’re still working?

Image courtesy of master isolated images at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 12/3/14 Segment 4

In this segment, you are going to discover:

• Sam Stovall’s opinion and advice on market volatility

• The difference between investing in the stock market as an employee vs. a retiree

• A $500k example of what happens with “sequence risk” (and why one person will run out of money, while the other will be left with $1.7 million)

• 7 things that we weren’t paying for 10 years ago

Image courtesy of jscreationszs at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 12/3/14 Segment 3

In this segment, you are going to discover:

• 4 key findings from a lifehealthpro.com survey reveals that women may be able to INCREASE their financial confidence

• The type of advisor you should be talking to

• How this 63-year-old woman altered her Social Security and variable annuity strategy to drastically improve her retirement plan

• Things you should be doing NOW if you plan to retire next year

Image courtesy of hinnamsaisuy at FreeDigitalPhotos.net

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

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

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

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

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

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

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