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EMPOWER - Women's Roadmap to Financial Security
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The road to retirement is full of twists and turns, potholes and traffic stops. But, that doesn't mean you can't avoid those hassles.
Welcome to "Your Retirement Roadmap - Income is The Outcome That Matters Most In Retirement" with Mark S. Gardner.
In this episode, we are joined by the Ed Slott Group Director of Retirement Education, Sarah Brenner, JD. Sarah takes her years of expertise advising professionals such as Mark S. Gardner with some of their most difficult to traverse retirement planning questions.
Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠ and the founder of Retire Well Dallas. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of their clients’ families. Mark is Certified in the Social Security Claiming Strategies (CSSCS) designation.
As Mark says, "Welcome Ya'll."
Chapters:
0:00 - National Women's Month
1:00 - Welcoming Sarah Brenner
2:00 - 70 Million Americans Retiring by 2030.
5:05 - The Ed Slott Group and Retirement Planning.
7:20 - The Challenge of Retiring as a Woman.
12:10 - Distribution and 401Ks.
15:30 - How to Fund Your Retirement.
19:20 - The Widow.
23:30 - Roth Conversions.
25:00 - Secure 2.0.
27:10 - The Importance of Knowing the Rules.
28:50 - Reinvent Yourself.
29:20 - Closing Remarks .
30:00 - How to Get in Touch with Mark and His Team.
Connect with Mark S. Gardner, CSSCS:
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