To give you the best possible experience, this site uses cookies. Review our Privacy Policy and Terms of Service to learn more. Got it!

Mark Fricks Podcasts

Mark Fricks public [search 0]
Related Topics
Podcasting Education Society Religion Arts Conversations Christianity Fine Arts New York Financial Planning Retirement Tax Planning Social Security Legacy Elle Grover Fricks Master Plan
More
Download the App!
Get it on App Store Get it on Google Play
show episodes
 
Artwork

1
Retirement Roadmap

Mark Fricks

Unsubscribe
Unsubscribe
 Monthly+
 
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 protectin ...
…   continue reading
 
Artwork

1
Text in Us

Elle Grover Fricks

Unsubscribe
Unsubscribe
 Monthly+
 
Join Elle Grover Fricks and George Fricks as they translate God's Word chapter-by-chapter and explore how unearthing the Hebrew illuminates new details in the Text. Have Questions? Email us at textinus@gmail.com Support this podcast: https://podcasters.spotify.com/pod/show/elle-grover-fricks6/support
…   continue reading
 
Loading …
show series
 
Artwork

1
How to Retire Early 24:47

Play Pause
24:47
Play Pause
  Play later
  Play later
  Lists
  Liked
24:47
 
Ready to unlock the secrets to early retirement and financial freedom? Drawing on insights from Jacob Schroeder's article in Kiplinger Magazine, How to Retire Early in Six Steps, we emphasize the importance of ongoing education and adapting to ever-changing regulations. You'll learn why setting a high savings rate of 10-15% is crucial and how some …
…   continue reading
 
Artwork

1
Maintaining Your Wealth Through Retirement 24:48

Play Pause
24:48
Play Pause
  Play later
  Play later
  Lists
  Liked
24:48
 
What if your wealth could grow and stand the test of time? This episode reveals the secrets that wealthy individuals use to maintain and expand their fortune. We dissect a fascinating Business Insider article and share five pivotal strategies, including the significance of a comprehensive financial plan encompassing budgeting, insurance, legacy pla…
…   continue reading
 
Artwork

1
The Tax Sale is Ending 24:48

Play Pause
24:48
Play Pause
  Play later
  Play later
  Lists
  Liked
24:48
 
Can you afford to ignore the future of tax policies on your retirement plans? Join us on Retirement Roadmap as we explore the critical uncertainties surrounding the expiration of the Tax Cuts and Jobs Act of 2017, set for December 31, 2025. Our conversation dives into the potential implications for personal income taxes, estate taxes, and the broad…
…   continue reading
 
Artwork

1
Estate Planning Essentials with Sarah White: Trusts, Wills, and Digital Assets 24:29

Play Pause
24:29
Play Pause
  Play later
  Play later
  Lists
  Liked
24:29
 
Discover the essential keys to safeguarding your legacy with Sarah White, an esteemed estate planning attorney with over two decades of expertise. Sarah demystifies the critical components of estate planning, from wills and powers of attorney to healthcare directives. Highlighting unique considerations for Georgia residents, Sarah delves into the p…
…   continue reading
 
Artwork

1
Lifelines for Vets: A Spotlight on Cobb County's VATC, Bravo Victor Fund, & United Military Care 24:43

Play Pause
24:43
Play Pause
  Play later
  Play later
  Lists
  Liked
24:43
 
Can a community truly transform the lives of its veterans? Join us as we uncover the inspiring journey of our client, Dan Hydrick, an Army veteran who dedicates much of his time to helping his fellow servicemen and women through the Cobb County Veterans Treatment and Accountability Court and Bravo Victor Fund. Dan shares his remarkable transition f…
…   continue reading
 
Artwork

1
Organizing Your Legacy 24:43

Play Pause
24:43
Play Pause
  Play later
  Play later
  Lists
  Liked
24:43
 
In this episode, Mark and Evan Fricks illuminate the critical importance of up-to-date estate plans and guide you through the process of asset transition with compassion and clarity. We touch on how our clients use their Professional Record Organizer (PRO), an organization tool that helps your heirs have the essential information they need to honor…
…   continue reading
 
Artwork

1
The Phases of Retirement 25:01

Play Pause
25:01
Play Pause
  Play later
  Play later
  Lists
  Liked
25:01
 
In this episode, Mark and Evan Fricks discuss the critical decade before retirement, revealing strategies that may work to beef up savings, slash debts, and pivot investment tactics. If you're in your early 50s, it's high time to fine-tune your financial engine with your partner and contemplate life's big moves, such as downsizing or planting new r…
…   continue reading
 
Artwork

1
Are Retirement Expenses Rising? 25:01

Play Pause
25:01
Play Pause
  Play later
  Play later
  Lists
  Liked
25:01
 
Are you prepared for the rising tide of retirement costs and the inevitable tax hikes that could erode your nest egg? That's exactly what we're unpacking today on Retirement Roadmap, with your hosts Mark and Evan Fricks. From the looming expiration of the 2017 Tax Cut Act to the sobering outlook on Social Security, we're giving you the straight tal…
…   continue reading
 
Artwork

1
The Clueless Retiree Part II 25:01

Play Pause
25:01
Play Pause
  Play later
  Play later
  Lists
  Liked
25:01
 
In this episode, a continuation of The Clueless Retiree Part I, Mark and Evan Fricks tackle the thorny issues of tax misconceptions and legislative changes that could leave you adrift in a sea of confusion without a solid plan. The Secure Act 1 and 2 are dissected, revealing their hidden impact on retirement strategies and why Roth conversions migh…
…   continue reading
 
Artwork

1
The Clueless Retiree Part I 24:57

Play Pause
24:57
Play Pause
  Play later
  Play later
  Lists
  Liked
24:57
 
In this episode, Mark and Evan Fricks zero in on the hazards that lurk for the clueless retiree when inflation and taxes are left out of the equation. They discuss the importance of a realistic lifespan estimate and the often-missed step of strategic income planning. Listen to tips on 401(k) rollovers, loans, and the savvy moves to mitigate tax hit…
…   continue reading
 
Artwork

1
What is a Fiduciary? 25:00

Play Pause
25:00
Play Pause
  Play later
  Play later
  Lists
  Liked
25:00
 
In this episode, Mark and Evan Fricks navigate true fiduciary responsibility versus the suitability standards in financial advice. Discover why MasterPlan embraced the fiduciary standard, where we are committed to transparency and your best interests. This episode explores why it might be best to partner with an advisor whose success is measured by…
…   continue reading
 
Artwork

1
RMDs 25:00

Play Pause
25:00
Play Pause
  Play later
  Play later
  Lists
  Liked
25:00
 
Navigating the maze of Required Minimum Distributions just got easier thanks to our latest Retirement Roadmap episode. Evan and Mark Fricks are here to guide you through the recent updates to RMDs, now kicking in at 73 or 75 for those born in 1960 or later. Understand the necessity behind these withdrawals, the importance of hitting deadlines, and …
…   continue reading
 
Artwork

1
The Gift of Preparation 25:01

Play Pause
25:01
Play Pause
  Play later
  Play later
  Lists
  Liked
25:01
 
Ever thought on how a well-structured plan can be the cornerstone of maintaining family harmony after you're gone? Join Mark and Evan Fricks of MasterPlan Retirement Consultants as they navigate the often-overlooked terrain of legacy and estate planning. This episode isn't just about numbers and legalities; it's a heartfelt look at how thoughtful p…
…   continue reading
 
Artwork

1
Investing in Precious Metals 25:00

Play Pause
25:00
Play Pause
  Play later
  Play later
  Lists
  Liked
25:00
 
In this episode, Mark and Evan Fricks demystify the role of precious metals, like gold, as a bastion against economic storms. We delve into the heart of why gold shines amidst market turbulence, drawing from its historical safe-haven status and recent price surges. This episode is a treasure trove of knowledge for anyone eager to fortify their reti…
…   continue reading
 
Artwork

1
Do Your Heirs Have a Tax Problem? 24:54

Play Pause
24:54
Play Pause
  Play later
  Play later
  Lists
  Liked
24:54
 
Ever wondered how to shield your hard-earned legacy from the grip of tax burdens that potentially await your heirs? That's what Mark and Evan Fricks will unpack in this episode of Retirement Roadmap. We'll touch on strategies that may help your heirs navigate their inheritance with financial savvy and share stories that illustrate the potentially d…
…   continue reading
 
Artwork

1
Taxes: Reporting vs. Planning 25:01

Play Pause
25:01
Play Pause
  Play later
  Play later
  Lists
  Liked
25:01
 
Instead of simply reporting your taxes, join us as we navigate how to plan your taxes, especially for your retirement, with the guidance of Mark and Evan Fricks. In this episode, we'll tackle the tough topics, from the impact of inflation to the nuances of required minimum distributions and the taxation of Social Security benefits. We believe a pro…
…   continue reading
 
Artwork

1
What is an Income Gap? 25:00

Play Pause
25:00
Play Pause
  Play later
  Play later
  Lists
  Liked
25:00
 
When it comes to retirement, the thought of an income gap can be daunting. In this episode, Mark and Evan Fricks of MasterPlan Retirement Consultants provide valuable insights to help you understand what a retirement income gap is and introduce you to investment tools that may better equip your plan for a stress-free retirement. Have a topic or que…
…   continue reading
 
Artwork

1
Investing in an Election Year 24:01

Play Pause
24:01
Play Pause
  Play later
  Play later
  Lists
  Liked
24:01
 
With the beginning of 2024, we engage the onset of another presidential election year in the United States, and in this episode, Mark and Evan Fricks discuss how this unique season typically impacts the market and our client's investments according to historical data. Have a topic or question you'd like Mark and Evan to address in a future episode?…
…   continue reading
 
Artwork

1
Retirement Account Withdrawals 25:01

Play Pause
25:01
Play Pause
  Play later
  Play later
  Lists
  Liked
25:01
 
Many Americans' largest asset is their 401(k), 403(b), traditional or Roth IRA but few know the details, rules, and intricacies of their accounts. When it comes to withdrawals from these accounts, you want to make sure you're aware of applicable tax and plan-specific rules. In today's episode, Mark and Evan Fricks will discuss some of these rules w…
…   continue reading
 
Artwork

1
What's Your Retirement Risk Number? 25:00

Play Pause
25:00
Play Pause
  Play later
  Play later
  Lists
  Liked
25:00
 
What's your retirement risk number? What is a risk number? Join Mark and Evan Fricks as they discuss risk numbers and how they can be used to tailor your financial retirement plan. Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at info@masterplanretire.com or call 770-980-9262. https://masterplanretire.co…
…   continue reading
 
Artwork

1
Financial Resolutions 24:58

Play Pause
24:58
Play Pause
  Play later
  Play later
  Lists
  Liked
24:58
 
As we prepare for another year, it's a great time to revisit or reset our personal goals, including financial goals. In this episode, we discuss how MasterPlan guides our clients through approaching their own financial goals for retirement or retirement preparation. Have a topic or question you'd like Mark and Evan to address in a future episode? E…
…   continue reading
 
Artwork

1
Roth vs. Super Roth 24:59

Play Pause
24:59
Play Pause
  Play later
  Play later
  Lists
  Liked
24:59
 
In this episode, we discuss important deadlines and rules for the Roth IRA and how it compares and contrasts to what we call the "super Roth," otherwise known as a LIRP (life insurance retirement plan.) We touch on the Trump-era Tax Cuts and Jobs Act (TCJA) of 2017, how its nearing expiration could impact your retirement plan, and some tools that a…
…   continue reading
 
Artwork

1
Home Care Q&A 24:59

Play Pause
24:59
Play Pause
  Play later
  Play later
  Lists
  Liked
24:59
 
In this episode, we interview Brittney Young of Hands of an Angel Homecare, a home care company based out of Cobb County, Georgia serving customers in twelve local counties. What is home care? We discuss home care needs, misconceptions, and how to determine when you or a loved one is ready for in-home assistance. Visit us online at https://masterpl…
…   continue reading
 
Loading …

Quick Reference Guide

Top Podcasts
The Bill Simmons Podcast
PTI
First Take
Marketplace
Comedy of the Week
The Bugle
How Did This Get Made?
Doug Loves Movies
Planet Money
TED Talks Daily
NBC Nightly News with Lester Holt
The World This Hour
Daily Boost Motivation and Coaching
Radiolab
Science Friday
This American Life
Criminal
Sword and Scale
In The Dark
Player FM logo
Help/FAQ | Upgrade | Advertise
Arts|Business|Comedy|Economics|Entertainment|News|Politics|Religion
Science|Soccer|Sports|Storytelling|Technology|True Crime
Copyright 2024 | Sitemap | Privacy Policy | Terms of Service | | Copyright
Episode being played series thumbnail
icon icon
Speed
Series settings
1x
1x
Volume
100%
icon
icon icon
/

View Player FM in...
Player FM
Browser
Chrome
Safari
Firefox