The Phases of Retirement

Retirement Roadmap

In this episode, Mark and Evan Fricks discuss the critical decade before retirement, revealing strategies that may work to beef up savings, slash debts, and pivot investment tactics. If you're in your early 50s, it's high time to fine-tune your financial engine with your partner and contemplate life's big moves, such as downsizing or planting new roots. This episode is your roadmap to align your retirement dreams with concrete, actionable plans.
Picture your life post-career—do you see a horizon filled with purpose and vitality? Transitioning from the daily grind to retirement's open-ended landscape can be more than just a monetary shift; it's a journey to rediscover your zest for life while keeping your finances and health in tip-top shape. Embrace the insights shared on the importance of maintaining social connections, considering part-time work, and the art of crafting a flexible, robust financial plan that can withstand the unexpected. We're here to guide you through this complex terrain. We discuss the often healthcare-intensive third decade of retirement. We address the necessities of home modifications, the vigilance required for estate planning, and strategies to counter the stealthy creep of healthcare inflation. With regular legal check-ups and a dynamic, comprehensive approach, your retirement plan can gracefully adapt and flourish. Tune in for an enlightening discussion that evolves with you—through every phase of retirement.
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [e-mail] or call 770-980-9262.
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Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 8:30 a.m. EST on AM920 WGKA and 12:00 p.m. on XTRA 106.3FM WFOM.
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Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94Al
Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.

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פרקים

1. The Phases of Retirement (00:00:00)

2. Navigating Retirement (00:00:02)

3. Navigating Retirement Planning and Transitions (00:07:52)

4. Retirement Planning Through the Ages (00:13:17)

5. Retirement Planning Consultation With Mark Fricks (00:24:18)