Retirement Roadmap

How do you build a retirement that actually feels meaningful, not just mathematically correct?
In this episode of Retirement Roadmap, Mark Fricks and Evan Fricks break down why retirement planning isn’t only about "saving enough." It’s about aligning your money with what gives your life purpose in 2026 and beyond.

Drawing on decades of hands-on retirement planning experience, Mark and Evan explain how purpose, income planning, Social Security, healthcare costs, investments, and taxes all work together. When you shift from "What should I do?" to "What matters most to me?", your retirement decisions become clearer, calmer, and more intentional.

What you'll learn:

00:10 — Introduction & Purpose
01:06 — Rethinking Financial Success
03:05 — Step 1: Clarify Your Values
05:04 — Step 2: Prioritize Your Objectives
07:18 — Step 3: Define Your Legacy
10:24 — Step 4 & 5: Advisors + Family Conversations
12:58 — Steps 6 & 7: Annual Check-Ins & Red Flags
20:03 — Closing Thoughts for 2026

Send us Fan Mail

Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.
Call 770-980-9262 to speak directly with someone about your retirement planning needs.

https://masterplanretire.com/

Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes

Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events

Purchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al

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.

Do you believe an estate-planning myth? In this episode of Retirement Roadmap, Mark Fricks and Evan Fricks break down the most common misconceptions that cause even “well-prepared” families to face chaos when it matters most. From outdated wills to unfunded trusts and missing powers of attorney, they expose the hidden gaps that can make your plan collapse when your family needs it most.

Drawing from decades of hands-on retirement and estate-planning experience, Mark and Evan explain why estate planning isn’t a one-and-done event or something only the wealthy need. They reveal how fast-changing laws, family structures, and digital assets can render old documents useless—and why routine updates are essential for keeping your plan effective.

You’ll learn:

• Why every estate plan must be reviewed at least every three years
• The difference between wills, trusts, and beneficiary coordination
• How to avoid probate mistakes and unfunded-trust disasters
• The importance of naming both short- and long-term guardians for minor children
• Why healthcare directives and powers of attorney are vital for every adult
• How communication and family meetings prevent conflict and confusion

The truth is simple: an outdated or incomplete estate plan can undo decades of careful saving and create unnecessary taxes, delays, and heartache. With clear planning and open communication, you can give your family the gift of preparation—not a legal mess.

Send us Fan Mail

Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.
Call 770-980-9262 to speak directly with someone about your retirement planning needs.

https://masterplanretire.com/

Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes

Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events

Purchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al

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.

As trillions of dollars shift hands over the next two decades, the question isn’t whether your wealth will transfer — it’s how. In this episode of Retirement Roadmap, Mark and Evan break down The Great Wealth Transfer—the unprecedented movement of assets from today’s retirees to their heirs—and show how to turn this generational shift into a thoughtful, tax-efficient family strategy.

Drawing from decades of real-world advisory experience, Mark and Evan explain why successful wealth transfers require more than a will or a trust. They unpack the key differences between estate distribution and beneficiary coordination, how taxes and timing can dramatically impact what your heirs receive, and the family conversations that prevent conflict before it starts. You’ll learn practical steps for reviewing beneficiary designations, reducing lifetime taxes through Roth conversions, protecting heirs with trust planning, and aligning your estate documents with your broader retirement goals.

The reality is sobering: poor coordination can lead to avoidable taxes, delays, and disputes that undermine decades of careful saving. Mark and Evan share the most common pitfalls they see—out-of-date documents, mismatched beneficiaries, and missed opportunities for tax-smart wealth transfer—along with a clear roadmap for keeping your plan current as laws and life evolve.

The takeaway? Don’t let your legacy be decided by chance. With proactive planning and open communication, you can preserve more of what you’ve built and ensure it’s passed on with purpose.

Send us Fan Mail

Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.
Call 770-980-9262 to speak directly with someone about your retirement planning needs.

https://masterplanretire.com/

Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes

Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events

Purchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al

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.

Planning for your golden years without considering elder law is like building a house without a roof – leaving you exposed when storms hit. Attorney Miles Hurley, one of only twelve certified elder law attorneys in Georgia, reveals the crucial differences between basic estate planning and comprehensive elder law on this eye-opening episode of Retirement Roadmap.

Drawing from both professional expertise and personal experience with family members' end-of-life journeys, Miles shares how his grandfather's nursing home experience sparked his dedication to helping seniors maintain dignity while aging. He clarifies that while estate planning focuses on what happens after death, elder law addresses the more complex challenge of managing declining functional capacity during life – specifically finding, getting, and paying for quality long-term care.

The financial reality is sobering. Private nursing home rooms can exceed $90,000 annually, with costs multiplying when additional care providers are needed. Miles debunks dangerous misconceptions, particularly the belief that families can manage without proper legal documents. Without a power of attorney, loved ones face expensive court proceedings to gain decision-making authority when capacity is lost. Equally harmful is the misconception that qualifying for Medicaid requires complete impoverishment – Miles explains how proper planning can protect a healthy spouse from financial devastation.

The most valuable takeaway? Don't wait for crisis. Only about 10% of Miles' clients plan proactively, while the vast majority scramble for solutions after a stroke, fall, or dementia diagnosis severely limits their options. Review your elder law and estate planning documents at least every three years, or whenever significant life events occur – because comprehensive retirement planning should include provisions for maintaining both financial security and personal dignity throughout your later years.

Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation. Call 770-980-9262 to speak with someone directly about your retirement planning needs.

To learn more about Hurley Elder Care Law, visit https://hurleyeclaw.com/

Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [email protected] or call 770-980-9262.

https://masterplanretire.com/
Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events
Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com 

Send us Fan Mail

Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.
Call 770-980-9262 to speak directly with someone about your retirement planning needs.

https://masterplanretire.com/

Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes

Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events

Purchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al

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.

We tackle the often-overlooked issue of retirement tax liability and explore strategies to create tax-free income streams for a potentially more secure financial future.

• Understanding the "mortgage" on qualified plans (401(k)s, IRAs) where the IRS owns an unknown percentage of your savings
• The current "tax sale" has been extended but will eventually end with rates likely rising dramatically
• Strategic Roth IRA conversions can move money from tax-deferred to tax-free status during this window of opportunity 
• "Super Roth" life insurance policies offer tax-free income, death benefits, and potential long-term care coverage
• Tax location matters as much as asset allocation - having the right balance of tax-free, tax-deferred, and taxable accounts
• The tax snowball effect in retirement impacts Social Security taxation, Medicare premiums, and available deductions
• Some retirees can achieve a 0% tax bracket by properly structuring their retirement income sources

Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation. Call 770-980-9262 to speak with someone directly about your retirement planning needs.

Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [email protected] or call 770-980-9262.

https://masterplanretire.com/
Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events
Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94Al

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.

Send us Fan Mail

Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.
Call 770-980-9262 to speak directly with someone about your retirement planning needs.

https://masterplanretire.com/

Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes

Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events

Purchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al

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.

Are you playing retirement checkers when you should be mastering retirement chess? This episode unpacks a powerful analogy that demonstrates why traditional retirement planning often falls short.

When approaching retirement, most people arrive with what amounts to a checkerboard and a bag of identical checkers—assets that have served a single purpose during working years: growth. But retirement demands a more sophisticated approach. Like chess pieces with their unique movements and capabilities, your retirement assets may need specialized roles to create a truly effective strategy.

Mark and Evan walk listeners through the process of transforming those uniform checkers into specialized chess pieces. Some portions of your retirement savings might be dedicated to immediate income needs, others to long-term growth, inflation protection, or legacy planning. This multi-dimensional approach can create efficiency by assigning tools for each specific retirement challenge.

Ready to transform your retirement checkers into chess pieces? Schedule a complimentary consultation at masterplanretire.com or call 770-980-9262 to explore how a holistic approach could strengthen your retirement strategy.

Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [email protected] or call 770-980-9262.

https://masterplanretire.com/
Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events
Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94Al

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.

Send us Fan Mail

Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.
Call 770-980-9262 to speak directly with someone about your retirement planning needs.

https://masterplanretire.com/

Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes

Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events

Purchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al

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.

The new federal budget bill makes the 2017 tax cuts permanent, creates a temporary senior deduction, and raises estate exemptions, but also adds $3.4 trillion to national debt while cutting social safety nets. We explore what these changes mean for retirement planning and identify strategies to maximize the limited window of opportunity created by today's low tax environment.

• Tax cuts from 2017 now permanent, but historically "permanent" tax changes typically last only 8-12 years
• New senior deduction of $6,000 (single) or $12,000 (couples) for those 65+ available for tax years 2025-2028
• Estate tax exemption raised to $15M individual/$30M couples
• $1 trillion in cuts to Medicaid, Medicare and Affordable Care Act
• Required minimum distributions and tax rates likely to increase in future
• Projected $78 trillion shortfall in Medicare and Social Security over next 75 years
• Strategic Roth conversions during this tax window can provide tax-free growth and withdrawals
• Need for greater portfolio diversification beyond market investments
• Importance of planning for self-reliance as social safety nets weaken

Visit masterplanretire.com or call 770-980-9262 to schedule your complimentary consultation to discuss your retirement plan.
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [email protected] or call 770-980-9262.

https://masterplanretire.com/
Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events
Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94Al

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.

Send us Fan Mail

Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.
Call 770-980-9262 to speak directly with someone about your retirement planning needs.

https://masterplanretire.com/

Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes

Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events

Purchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al

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.

We explore how to maximize your 401(k) balance and integrate it effectively into your overall retirement strategy.

• 401(k) plans emerged in 1979, giving workers an automatic way to save for retirement without employer-provided pensions
• Most Americans lack proper education on 401(k) investing, contributing blindly without understanding rules or optimal strategies 
• We discuss how to start with your employer match and gradually increase contributions, especially after receiving raises
• Consider Roth 401(k) options for tax-free growth but recognize the immediate impact on take-home pay
• Early withdrawals before 59½ trigger penalties, but leaving a job after age 55 may create a penalty-free access opportunity
• Consider diversifying smartly beyond company stock and be aware of hidden mutual fund fees that may silently erode returns
• Your 401(k) doesn't have to be a standalone retirement plan but could be one component that integrates with other assets
• Watch time horizons - younger investors may consider being more aggressive while those approaching retirement may need more protection
• Required Minimum Distributions (RMDs) often require careful planning, especially with multiple 401(k) accounts

For a complimentary consultation about your retirement plan, visit masterplanretire.com or call 770-980-9262. We'll analyze your current situation and provide a 10,000-foot view of your retirement strengths and weaknesses.

Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [email protected] or call 770-980-9262.

https://masterplanretire.com/
Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events
Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94Al

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.

Send us Fan Mail

Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.
Call 770-980-9262 to speak directly with someone about your retirement planning needs.

https://masterplanretire.com/

Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes

Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events

Purchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al

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.

The Income-Related Monthly Adjustment Amount (IRMAA) is a Medicare surcharge that can significantly increase your healthcare costs in retirement based on income from two years prior.

• IRMAA affects both Medicare Part B and Part D premiums, potentially adding over $500 per month per person
• The surcharge is based on your Modified Adjusted Gross Income (MAGI) from two years prior
• Income thresholds begin at $106,000 for individuals and $212,000 for joint filers
• One-time income events like selling property or Roth conversions can trigger IRMAA
• Higher premiums due to IRMA do not provide better coverage - everyone gets the same benefits
• You can appeal IRMAA if you experience life-changing events like retirement or divorce using Form SSA-44
• Strategic planning between ages 59½ and 64 may be critical for minimizing IRMAA in retirement
• Qualified Charitable Distributions (QCDs) and donating appreciated assets directly to charity can reduce MAGI
• Tax laws affecting IRMAA change regularly, requiring ongoing review of your retirement strategy

Schedule your complimentary consultation at masterplanretire.com or call our office at 770-980-9262 to create a holistic retirement plan that addresses these hidden costs.

Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [email protected] or call 770-980-9262.

https://masterplanretire.com/
Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events
Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94Al

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.

Send us Fan Mail

Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.
Call 770-980-9262 to speak directly with someone about your retirement planning needs.

https://masterplanretire.com/

Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes

Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events

Purchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al

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.

We examine essential mid-year financial steps that could help you finish the year strong and brighten your financial future. Time flies by quickly, making it crucial to check in on your financial goals periodically rather than putting them off indefinitely.

• Consider saving for retirement early, even if in small amounts, to harness the power of compound interest
• Check your workplace retirement plans - many now offer automatic enrollment at 3%, but experts recommend aiming for 10-15% contribution rates
• Consider taking advantage of catch-up contributions at age 50 ($7,500 extra in 401k) and the new higher limits between ages 60-63 ($11,250 extra)
• Are you planning for a potentially 30+ year retirement, as people are living longer but retiring earlier?
• Consider Roth accounts for tax-free growth - even opening one with minimal contributions starts the important 5-year clock
• Have you developed a tax strategy for retirement as most retirement savings are in tax-deferred accounts requiring future taxation?
• Are you prepared for healthcare costs averaging $165,000 per person during retirement?
• Have you ensured your estate planning documents are current and properly prepared?
• Is it time to rebalance your investment portfolios to match your risk tolerance and time horizon?

Schedule a complimentary consultation at masterplanretire.com or call 770-980-9262 to get comprehensive retirement planning reports that show if you're on track.

Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [email protected] or call 770-980-9262.

https://masterplanretire.com/
Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events
Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94Al

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.

Send us Fan Mail

Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.
Call 770-980-9262 to speak directly with someone about your retirement planning needs.

https://masterplanretire.com/

Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes

Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events

Purchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al

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.