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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.
Episodes
74 episodes
The 10 Scariest Things About Retirement (And How to Face Them)
We examine the most common retirement fears that prevent people from planning effectively and offer practical solutions to address them.• Running out of money tops the list of retirement concerns as people face longer lifespans without ...
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Season 3
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Episode 12
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24:48
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Working Beyond Retirement: The Benefits of Part-Time Jobs
We explore the financial and emotional benefits of part-time employment during retirement, discussing how it can both extend retirement savings and provide a sense of purpose during this major life transition.• Part-time work provides s...
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Season 3
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Episode 11
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24:48
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Spring Clean Your Retirement Plan: Part II
We explore strategies for optimizing your retirement plan with timely adjustments that can significantly impact your financial future. Spring cleaning your retirement plan involves reviewing multiple interconnected elements that work together t...
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Season 3
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Episode 10
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24:44
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Spring Clean Your Retirement Plan: Part I
We explore several strategies for spring cleaning your retirement plan. Retirement planning deserves regular attention and adjustments as your life circumstances and the economic landscape evolve.• Reviewing retirement accounts regularl...
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Season 3
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Episode 9
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24:23
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Tariff Talk: How Global Trade Impacts Your Retirement
This episode dives deep into the current economic climate, focusing on how tariffs can affect the retirement landscape. We explore actionable steps to help secure your financial future amid rising costs and market volatility. - Und...
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Season 3
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Episode 8
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24:24
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Retirement Adventures: Embracing Freedom and Volunteering at National Parks and Historic Sites
Retirement is more than just a financial milestone—it's an emotional and physical transformation. As we share the story of Will and Jen Hagler, you'll hear how the COVID-19 pandemic prompted them to reassess their work-life balance and embark o...
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Season 3
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Episode 7
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24:47
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Decoding Retirement Milestones: Age-Based Strategies for Financial Success
This episode highlights seven crucial age milestones for effective retirement planning and the strategic decisions that accompany each. Listeners learn how these milestones—from catch-up contributions to Social Security eligibility—can shape a ...
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Season 3
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Episode 6
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24:47
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Embracing the Silver Tsunami: How Retirees are Reshaping Society and Healthcare
The episode delves into the implications of the Silver Tsunami as baby boomers begin retiring en masse, examining demographics, healthcare costs, and the wealth transfer that will impact future generations. Effective retirement planning is cruc...
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Season 3
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Episode 5
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24:49
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Navigating Federal Retirement: FERS and Maximizing Your TSP
Federal employees face significant changes in retirement policies that can impact their benefits. Understanding FERS and TSP is crucial for effective planning, and proactive education is emphasized throughout the discussion. • Overview ...
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Season 3
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Episode 4
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24:48
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How Much Can I Spend in Retirement?
Understanding how much you can spend in retirement is complex, influenced by various factors including lifestyle, expenses, and resources. We provide insights into budgeting for retirement and highlight the significance of professional planning...
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Season 3
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Episode 3
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24:47
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Should I Break up With My Financial Advisor?: Communication, Fees, and Finding the Right Fit
When's the last time you reevaluated your relationship with your financial advisor? This episode discusses critical factors like communication issues, alignment of financial goals, fee transparency, and the importance of a fiduciary relationshi...
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Season 3
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Episode 2
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24:48
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Maximizing Social Security: The Fairness Act's Impact and Strategic Retirement Planning
This episode explores the recent Social Security Fairness Act (HR 82), which eliminates the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) that unfairly reduced benefits for many public servants. Listeners learn about ...
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Season 3
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Episode 1
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24:46
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Your Retirement Anti-bucket List: Common Retiree Experiences You Don’t Want to Have
You may have started thinking on your "bucket list" but have you given thought to things that you do not want to be a part of your retirement experience? Imagine spending more time on meaningful activities and less on the grind. Retirement isn'...
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Season 2
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Episode 34
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24:42
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Minimizing Retirement Tax Burdens: Strategies for 401(k)s, IRAs, and Tax-Efficient Inheritance
Could understanding the intricacies of retirement tax planning be the key to unlocking a stress-free retirement? Join Evan and Mark Fricks, as they dissect several strategies for minimizing tax burdens on large pre-tax accounts like 401(k)s and...
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Season 2
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Episode 33
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24:48
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Supporting Veterans: Transformative Care Initiatives with Kim Scofi of United Military Care
Join us for a heartfelt journey with Kim Scofi, founder and President of United Military Care, as she shares her inspiring path into veteran support. With a backdrop of personal military ties an...
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Season 2
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Episode 32
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24:48
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Demystifying Medicare: Parts A & B, Supplement vs Advantage Plans, and Enrollment Essentials
Prepare yourself to gain a clear understanding of the often-confusing world of Medicare with the guidance of our guest, Buddy Friend, of Senior Benefits of Georgia. With over a decade of ...
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Season 2
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Episode 31
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24:49
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Fed's Rate Decisions and Their Impact on Your Wallet
What if a 50 basis point interest rate cut could significantly alter your financial future? Join us as we unpack the Federal Reserve's recent decision and its far-reaching implications with insights from Investment Advisor Representatives, Mark...
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Season 2
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Episode 30
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24:48
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Retirement Must Haves: Estate Planning Bare Minimums
Has your estate plan become a dusty relic? In this episode, Mark and Evan Fricks discuss legacy planning and how to make it a part of a robust roadmap that reflects your current wishes and complies with ever-changing laws. Discover how Advance ...
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Season 2
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Episode 29
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24:48
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What's Scarier, Death or Retirement?
Ever wondered why more than half of Americans fear retirement more than death? Join us on Retirement Roadmap with MasterPlan Retirement Consultants, as we unravel this startling statistic with the guidance of Evan and Mark Fricks. We confront e...
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Season 2
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Episode 28
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24:47
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Should You Keep Your 401(k) When You Retire?
Have you thought about what you will do with your 401(k) once you retire? In this episode of Retirement Roadmap, Evan and Mark Fricks unravel the complexities surrounding 401(k) and IRA options as retirement beckons. We dissect the advantages a...
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Season 2
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Episode 27
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24:49
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Protecting Retirement Savings in an Election Year
Ever wondered how to keep your retirement savings intact during the unpredictability of an election year? In this episode Mark and Evan Fricks guide you through the minefield of market volatility triggered by election cycles and share strategie...
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Season 2
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Episode 26
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24:49
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End-of-Year Tax Deadlines for Retirees Including Navigating RMDs, Roth Conversions, and Charitable Giving
Is December 31st or April 15th the most critical tax deadline for retirees? This episode of Retirement Roadmap explores this provocative question, guiding you through important end-of-year tax strategies. We'll uncover the nuances of Required M...
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Season 2
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Episode 25
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24:49
MasterPlan Q&A Continued
Curious about whether an annuity is the right choice for your retirement plan? Join us as we sit down with Mark Fricks, who breaks down the benefits and potential pitfalls of annuities and other common questions Mark receives from his listeners...
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Season 2
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Episode 24
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24:49
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