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Retirement Roadmap
Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protecting your assets from outside forces that can disrupt your retirement.
On this podcast, we share videos about the issues retirees face.
Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.
Retirement Roadmap
Latest Episodes
Is A Roth Conversion Right For You?
Most people are sitting on a ticking tax time bomb — and they don't even know it.In this episode of MasterPlan, we dig into Roth conversions: what they actually are, why they matter more right now than ever, and how to think through whether...
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Long-Term Care Reality Check
What happens if one event quietly wipes out everything you’ve built?In this episode of MasterPlan, we get into one of the least talked about — and most financially destructive — parts of life planning: long-term care.Most people...
How to Spend Confidently in Retirement
Holistic retirement planning isn’t just about saving — it’s about knowing when and how to spend. One of the most common challenges we see is that people who have done a great job preparing for retirement often feel uncomfortable actually using ...
We Get Mail: Q&A Episode 2
Retirement planning gets complicated quickly when you start asking the questions most people avoid. What happens if long-term care becomes necessary? Should you trust a pension payout or take control of the money yourself? And how much should S...
Landmark Ages in Retirement (50, 55, 59½, 62, 65, 67, 70, 73/75)
Retirement has “landmark ages” — moments where the rules change on contributions, withdrawals, Social Security, Medicare, and RMDs. In this episode of Retirement Roadmap, Evan and retirement planner Mark Fricks walk through the retiremen...