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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
Retirement Confidence Is Dwindling
Retirement confidence is shrinking for millions of Americans — even for people who have spent decades saving and investing responsibly.In this episode of MasterPlan, we explore why so many people approaching retirement still feel anxious...
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It's All About The Income, Baby
Retirement isn't just about how much you've saved — it's about whether your money can reliably replace your paycheck for the rest of your life.In this episode of MasterPlan, we break down one of the biggest and most emotional questions p...
Is A Roth Conversion Right For You?
Most people are sitting on a ticking tax time bomb — and they don't even know it.In this episode of MasterPlan, we dig into Roth conversions: what they actually are, why they matter more right now than ever, and how to think through whether...
Long-Term Care Reality Check
What happens if one event quietly wipes out everything you’ve built?In this episode of MasterPlan, we get into one of the least talked about — and most financially destructive — parts of life planning: long-term care.Most people...
How to Spend Confidently in Retirement
Holistic retirement planning isn’t just about saving — it’s about knowing when and how to spend. One of the most common challenges we see is that people who have done a great job preparing for retirement often feel uncomfortable actually using ...