Golden Years: A Roadmap to Navigate Retirement

The Income Planning Dilemma


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On this episode of Golden Years Podcast, Mark discusses the critical aspects of retirement planning, emphasizing the importance of income planning, the rising costs of healthcare and long-term care, and the necessity of family conversations regarding financial preparedness. He highlights the common pitfalls in financial advising and the need for specialized retirement planning, as well as the concept of 'dead money'—funds that are not actively working for individuals. Mark shares personal anecdotes and insights to illustrate the emotional and financial implications of these issues, urging listeners to take proactive steps in their retirement planning.

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Golden Years: A Roadmap to Navigate RetirementBy Mark Cordner