This episode of The Road Rules for Retirement Show join host Mark Fried as he shares the positive impact the show has had on listeners and the importance of a solid plan. Hear inspiring stories of clients achieving their goals, from pursuing artistic passions to starting charitable endeavors.

Mark will delve into the necessity of a comprehensive plan, not just to reach your retirement date, but to navigate life’s unexpected turns. He then dives into essential topics like Social Security and pension planning. Mark will answer your burning questions and emphasize the importance of a comprehensive income plan and a thorough retirement readiness review. Remember, Mark doesn’t believe in a one-size-fits-all approach. He’ll discuss how he tailors unique and adaptable plans to each client’s specific needs and goals.

Chapters

1. [00:00] Introduction and Welcome
2. [00:15] Busy Life at the Office
3. [01:14] Retirement Planning Success
4. [02:50] Bucket List Items
5. [05:02] Importance of a Comprehensive Plan
6. [06:28] Navigating Detours in Life
7. [07:50] Mark’s Background and Experience
8. [09:40] PBS Show on Selecting a Financial Advisor
9. [11:15] Social Security Insights
10. [14:26] Planning for the Surviving Spouse
11. [16:14] Common Social Security Advice Mistakes
12. [17:27] Do-Over Options for Social Security Benefits
13. [19:46] Pensions: Choices and Decisions
14. [22:01] Customized Plans for Clients
15. [23:12] Conclusion and Thanks