tax-efficient retirement planning

November 19 2024

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

Mark Fried Podcast Empowering women in finance, Financial planning for retirees, Maximizing retirement savings, Personalized retirement plans, Retirement income strategies, Retirement Readiness Review, Secure your financial future, tax-efficient retirement planning, Transitioning to retirement

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.

September 10 2024

Episode 9: The Retirement Red Zone: Planning for Life’s Big Decisions

Mark Fried Podcast 401(k) maximization tips, estate planning in retirement, financial planning for women, IRA inheritance rules, Retirement income strategies, Retirement Red Zone, Roth conversion strategies, tax-efficient retirement planning, working with a fiduciary advisor

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 and Lunch & Learns on Medicare and estate planning. Mark explains the critical concept of the “Retirement Red Zone,” emphasizing the need to start planning five years before retirement to ensure a sustainable income stream. He also touches on the adaptability of retirement plans, the benefits of Roth conversions during market volatility, and the impact of new IRS rules requiring IRAs passed to children to be withdrawn within 10 years.