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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
From Checkers to Chess: Mastering the Strategic Game of Retirement Planning
Are you playing retirement checkers when you should be mastering retirement chess? This episode unpacks a powerful analogy that demonstrates why traditional retirement planning often falls short.
When approaching retirement, most people arrive with what amounts to a checkerboard and a bag of identical checkers—assets that have served a single purpose during working years: growth. But retirement demands a more sophisticated approach. Like chess pieces with their unique movements and capabilities, your retirement assets may need specialized roles to create a truly effective strategy.
Mark and Evan walk listeners through the process of transforming those uniform checkers into specialized chess pieces. Some portions of your retirement savings might be dedicated to immediate income needs, others to long-term growth, inflation protection, or legacy planning. This multi-dimensional approach can create efficiency by assigning tools for each specific retirement challenge.
Ready to transform your retirement checkers into chess pieces? Schedule a complimentary consultation at masterplanretire.com or call 770-980-9262 to explore how a holistic approach could strengthen your retirement strategy.
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at info@masterplanretire.com or call 770-980-9262.
https://masterplanretire.com/
Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events
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.