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Retirement Roadmap
Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protecting your assets from outside forces that can disrupt your retirement.
On this podcast, we share videos about the issues retirees face.
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.
Retirement Roadmap
Latest Episodes
Are You Ready to Retire? Signs Your Retirement Plan Is on Track
How do you know when you’re actually ready to retire? It’s about more than reaching a certain age or hitting a magic savings number.In this episode of Retirement Roadmap, Evan and retirement planner Mark Fricks discuss some of t...
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5–10 Years From Retirement? Make These Moves Now
Are you waiting too long to prepare for retirement? In this episode of Retirement Roadmap, Mark Fricks and Evan discuss why the five to 10 years before retirement can be one of the most important periods for making changes to your financial str...
How to Keep Growing Your Money in Retirement
Can you continue growing your wealth after you retire? In this episode of Retirement Roadmap, Mark Fricks and Evan discuss why retirement doesn’t mean your portfolio should stop growing—and how the right strategy can help your money last throug...
Laid Off Before Retirement? Here's What to Do
Have you recently been laid off and aren't sure whether to find another job or retire?In this episode of Retirement Roadmap, Mark Fricks and Evan discuss the financial decisions that become especially important when a late-career layoff...
Investment Behaviors That Can Hurt Your Retirement
Are your investments keeping you up at night?In this episode of Retirement Roadmap, Mark Fricks and Evan discuss some of the most common investment behaviors that can undermine retirement security. Many retirement mistakes aren't caused...