Latest Episode:
Episode 16: How to Retire Early and Secure Your Income for Life
Episode Highlights
Retiring Early: Is It Possible?
Have you dreamed of retiring earlier than planned? Mark shares proven strategies to help you achieve financial independence sooner and design the life you’ve always wanted. Learn the steps to align your savings, investments, and spending habits with your early retirement goals.
Creating Sustainable Income in Retirement
Income stability is the cornerstone of a stress-free retirement. In this segment, discover how to generate steady, reliable income that lasts through your retirement years. Mark discusses key tools and strategies to ensure you never outlive your savings.
The 4% Rule and Why It Might Not Work
The traditional 4% withdrawal rule has long been a guideline for retirees, but is it still relevant? Mark explains why this strategy may not work in today’s economic climate and explores alternative approaches to safeguard your retirement funds.
Managing Future Tax Hikes
Future tax increases could significantly impact your retirement plans. Mark dives into potential risks posed by rising taxes and shares actionable ways to protect your income and savings against unexpected hikes.
Tax-Deferred Accounts: A Hidden Danger
Are your 401(k)s, IRAs, and other tax-deferred accounts really working in your favor? Mark uncovers the hidden tax traps of these accounts and how you can plan strategically to minimize tax burdens in retirement.
Tax Planning vs. Tax Preparation
Many retirees confuse tax preparation with tax planning. Mark explains the critical differences and why proactive tax planning is essential for preserving your wealth and securing a comfortable retirement.
The Role of Social Security in Your Retirement Plan
Social Security is a key component of many retirement plans, but are you making the most of it? Learn how to optimize your Social Security benefits to ensure they complement your overall retirement strategy.
Avoiding Lifestyle Cuts and Downsizing
No one wants to sacrifice their lifestyle in retirement. Mark shares practical strategies to help you maintain your standard of living without worrying about downsizing or budget cuts.
How to Work with a Financial Advisor for a Custom Retirement Plan
Retirement planning isn’t one-size-fits-all. Mark offers tips on selecting the right financial advisor and how to collaborate with them to create a customized plan tailored to your unique goals and circumstances.!
Previous Episodes:
Episode 1: Ensuring Your Money Lasts: Essential Budgeting Techniques for Retirement
This episode of the Road Rules for Retirement Show is your roadmap to a fulfilling future. Join host Mark Fried as he empowers you to build and live your best retirement. Mark will break down essential strategies to navigate your retirement journey. Discover the value of personalized consultations to ensure your plan aligns with your […]
Episode 2: Maximizing Your Retirement Income: Strategies for a Secure Future
The episode will explore the benefits of personalized consultations to get you started on the right foot. From there, learn key strategies to maximize your retirement income and build a well-diversified investment portfolio. Budgeting effectively in retirement is a must, and the show will provide helpful tips to manage your expenses. Mark will also shed […]
Episode 3: Mastering Social Security and Pension Planning for Retirees
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 […]
Episode 4: 3 Pillars of Retirement Security: Debt, Diversification & Smart Insurance
In this episode, we delve into the success stories and positive impact the show, alongside Mark’s book “Road Rules for Retirement,” have had on countless listeners. This segues perfectly into the importance of crafting a comprehensive retirement plan – the cornerstone of financial security in your golden years. Mark breaks down the essential steps involved […]
Episode 5: Optimize Your Social Security: Expert Tips for Retirees
This episode of the Road Rules for Retirement Show, hosted by Mark Fried, dives deep into the world of Social Security. Mark emphasizes the importance of having an accurate income history to maximize your Social Security benefits. The conversation explores strategies to determine the ideal age to start collecting those benefits, along with how spousal […]
Episode 6: Can I Retire? Key Questions and Answers for a Secure Retirement
In this episode of the “Road Rules for Retirement Show,” host Mark Fried introduces the show’s mission to assist listeners in planning a secure and fulfilling retirement. The episode addresses the most common question, “Can I retire?” and emphasizes the importance of early planning and having a comprehensive, written retirement plan. Mark discusses the creation […]
Episode 7: Avoiding Costly Retirement Mistakes
In this episode of The Road Rules for Retirement show, wealth expert Mark Fried discusses critical aspects of retirement planning. They explore the Retirement Readiness Review, a four-step process that helps retirees assess their income, manage risks, and ensure their savings last. Key topics include the penalties for early Social Security withdrawal, strategies to maximize […]
Episode 8: Navigating 401(k) Decisions: How to Make the Most of Your Retirement Savings
In this episode of the Road Rules for Retirement show, Mark Fried covers essential topics that are crucial for a secure and fulfilling retirement. They start by discussing the importance of involving both spouses in the retirement planning process, emphasizing how differing perspectives between partners can impact their financial future. Mark highlights the unique challenges […]
Episode 9: The Retirement Red Zone: Planning for Life’s Big Decisions
In this episode of The Road Rules for Retirement Show, host Mark Fried discusses the value of working with a fiduciary financial advisor and how Mark’s firm integrates charitable giving, such as supporting Toys for Tots, into their philosophy. They highlight the importance of client relationships and offer insights into educational events like Coffee Talks […]
Episode 10: Navigating the Emotional and Financial Side of Retirement
In this episode of Road Rules for Retirement, Mark Fried shares his expertise on financial planning for retirees. He addresses the most common question: “Can I retire?” and offers practical tips to assess retirement readiness. Mark discusses the emotional and financial challenges that arise when one spouse retires before the other, the importance of having […]
Episode 11: Closing the Income Gap: How to Ensure Your Retirement Savings Work for You
In this episode, we dive deep into the world of retirement planning with Mark Fried, a financial expert passionate about helping retirees achieve financial security. Mark’s journey began with his own personal experiences, which fueled his mission to guide individuals through the often-complex process of retirement planning. Step-by-Step Guide to Retirement Planning Mark breaks down […]
Episode 12: Transitioning from Accumulation to Distribution: Mastering Your Retirement Strategy
In this episode of The Road Rules for Retirement Show, host Mark Fried offers valuable insights into retirement planning, focusing on the critical transition from accumulation to distribution. Mark explains the difference between accumulation-focused advisors, who help grow savings, and retirement specialists, who ensure those savings last through retirement. He shares a real-life example of […]