Latest Episode:
Episode 15: Wealth Enhancement Unpacked: Strategies to Grow and Protect Your Retirement Savings
In this episode, Mark dives into the concept of “wealth enhancement” and explores how it goes beyond traditional investment portfolios.
Discover insights on managing differing retirement expectations between spouses and the emotional impact of past financial experiences on planning for the future. Learn about the financial phases of life—saving, investing, and withdrawing—and address key fears like, “Do I have enough money?” and “Will it last?”
Mark also shares actionable strategies, including tax-loss harvesting and Roth conversions, to help you save on taxes and grow your wealth. Plus, understand the importance of working with a fiduciary to align your financial goals with your personal values.
Retirement isn’t the end; it’s a new beginning. Start planning early to avoid stress and create a roadmap for a secure and fulfilling future. Tune in now for expert insights and practical tips tailored to retirees ready to take charge of their financial journey!
Previous Episodes:
Episode 13: Retire Early or Keep Working? Understanding Today’s Retirement Trends
In this episode of The Road Rules for Retirement Show, host Mark Fried delves into the latest trends in retirement planning and the unique challenges and opportunities facing retirees today. Mark discusses the rising interest in early retirement among remote workers and explains how his Retirement Readiness Review helps clients make confident retirement decisions. From […]
Episode 14: Empowering Women in Retirement Planning: A Guide to Financial Independence
In this episode of The Road Rules for Retirement Show, hosts Mark Fried and Lisa Odoski bring their wealth of expertise to the table, offering actionable insights for retirees and those planning for retirement. Discover why having a comprehensive financial plan is essential for peace of mind and learn how personalized strategies can transform your […]
Episode 15: Wealth Enhancement Unpacked: Strategies to Grow and Protect Your Retirement Savings
In this episode, Mark dives into the concept of “wealth enhancement” and explores how it goes beyond traditional investment portfolios. Discover insights on managing differing retirement expectations between spouses and the emotional impact of past financial experiences on planning for the future. Learn about the financial phases of life—saving, investing, and withdrawing—and address key fears […]
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 RetirementIncome stability is […]