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Retirement Readiness Review

RRFR_Ep15

Episode 15: Wealth Enhancement Unpacked: Strategies to Grow and Protect Your Retirement Savings

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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!

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Episode 14: Empowering Women in Retirement Planning: A Guide to Financial Independence

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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 retirement journey.

Listen to inspiring client success stories, including how the Retirement Readiness Review bridges the gap between saving and spending. Lisa shares her mission to empower women in financial decision-making, while Mark highlights the importance of a second opinion to ensure your plan evolves with life’s changes.

Explore the emotional and practical sides of retirement beyond money, and see how a team-based approach to planning addresses the unique challenges of every retirement phase. Finally, learn how to take charge of your financial future with Mark’s exclusive masterclass. Whether you’re just starting to plan or seeking to optimize your existing strategy, this episode is packed with insights to help you secure your dream retirement.

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Episode 13: Retire Early or Keep Working? Understanding Today’s Retirement Trends

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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 securing reliable income strategies to tax planning and inflation-proofing retirement funds, Mark shares actionable insights tailored to retirees. Plus, find out whether an IRA rollover is right for you and explore the benefits of a personalized retirement plan. Tune in to learn about retirement strategies that can help make your money last, including details on Mark’s new retirement masterclass designed to help you achieve a secure, confident retirement.

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Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Access to Merit is only available to clients pursuant to an Investment Advisory Agreement and acceptance of Merit’s Brochure. All investing is subject to risk, including the possible loss of your entire investment.
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About Road Rules for Retirement

In Road Rules for Retirement, Mark Fried shares the many challenges you will face getting to and through retirement. He reveals the many risks you must know about and account for to make sure you never outlive your money.

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