Retirement Mark Show!

Radio Show 11/19/14 Segment 3

In this segment, you are going to discover:

• How to assess your 401k

• Why it’s SO important to get a second opinion

• How to help make the money in your 401k effectively generate more income (and help make it last longer!)

• My opinion on using annuities in your retirement plan

• Patrick Kelly’s #1 advice to people investing in the stock market

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 11/19/14 Segment 2

In this segment, you are going to discover:

• A few benefits of delaying Social Security

• How to help make your income last longer throughout retirement

• How to prepare for a longer-than-average lifespan (life expectancy is longer now!)

Image courtesy of Gualberto107 at FreeDigitalPhotos.net

Retirement Mark Show!

Radio Show 11/19/14 Segment 1

In this segment, you are going to discover:

• Americans are not saving enough for retirement

• Unique ways to get monthly income payments

• What I advise people to do if their employer isn’t helping prepare for retirement

Image courtesy of Stuart Miles at FreeDigitalPhotos.net

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