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Show Notes:
Mark Freed shares the five most common and critical retirement planning mistakes.
Learn why ignoring long-term care and rising healthcare costs can devastate your retirement finances.
Discover how Medicare premiums and inflation can silently erode your Social Security income.
Understand the emotional and financial toll of caregiving and how to prepare with compassion.
Explore the latest strategies for long-term care insurance and asset-based solutions.
Find out how to avoid the tax time bomb hidden in your IRA and 401(k).
Understand the role of Required Minimum Distributions (RMDs) and why they matter.
Mark explains the importance of a withdrawal strategy to maximize retirement income.
Discover how portfolio diversification and annuity layering can protect your nest egg.
Learn why a comprehensive financial game plan is the most powerful retirement tool.
Episode Chapters:
00:00 – Introduction and Episode Overview
00:15 – Avoiding Common Retirement Planning Mistakes
00:48 – The Rising Cost of Healthcare and Medicare
02:48 – Long-Term Care Planning: Why It Matters
05:05 – Personal Stories and the Importance of Planning
06:26 – Approaches to Long-Term Care Insurance
08:09 – Tax Strategy in Retirement
10:02 – Required Minimum Distributions (RMDs)
12:05 – How to Avoid Running Out of Money in Retirement
15:03 – Diversification and Risk Management
17:21 – Mutual Funds and Portfolio Balance Risks
20:01 – Retirement Planning Wrap-Up and Final Thoughts
22:24 – Show Close and Disclosures
Special Offer: Ready to take control of your retirement? Enroll in Mark Fried's Retirement Masterclass to build your own customized financial roadmap. Visit WhenCanIRetire.us and use coupon code RRFR2024 for a special discount.
Connect with Mark Fried:
https://plansmartandretirewell.com/ https://www.linkedin.com/in/mark-fried-a0b1156/
By Mark Fried | Author Advisor Financial Planner Wealth Strategiest5
33 ratings
Show Notes:
Mark Freed shares the five most common and critical retirement planning mistakes.
Learn why ignoring long-term care and rising healthcare costs can devastate your retirement finances.
Discover how Medicare premiums and inflation can silently erode your Social Security income.
Understand the emotional and financial toll of caregiving and how to prepare with compassion.
Explore the latest strategies for long-term care insurance and asset-based solutions.
Find out how to avoid the tax time bomb hidden in your IRA and 401(k).
Understand the role of Required Minimum Distributions (RMDs) and why they matter.
Mark explains the importance of a withdrawal strategy to maximize retirement income.
Discover how portfolio diversification and annuity layering can protect your nest egg.
Learn why a comprehensive financial game plan is the most powerful retirement tool.
Episode Chapters:
00:00 – Introduction and Episode Overview
00:15 – Avoiding Common Retirement Planning Mistakes
00:48 – The Rising Cost of Healthcare and Medicare
02:48 – Long-Term Care Planning: Why It Matters
05:05 – Personal Stories and the Importance of Planning
06:26 – Approaches to Long-Term Care Insurance
08:09 – Tax Strategy in Retirement
10:02 – Required Minimum Distributions (RMDs)
12:05 – How to Avoid Running Out of Money in Retirement
15:03 – Diversification and Risk Management
17:21 – Mutual Funds and Portfolio Balance Risks
20:01 – Retirement Planning Wrap-Up and Final Thoughts
22:24 – Show Close and Disclosures
Special Offer: Ready to take control of your retirement? Enroll in Mark Fried's Retirement Masterclass to build your own customized financial roadmap. Visit WhenCanIRetire.us and use coupon code RRFR2024 for a special discount.
Connect with Mark Fried:
https://plansmartandretirewell.com/ https://www.linkedin.com/in/mark-fried-a0b1156/