Have You Asked the Right Questions?

07/11/2021 29 min Temporada 3 Episodio 152
Have You Asked the Right Questions?

Listen "Have You Asked the Right Questions?"

Episode Synopsis

Mark is the president of Safe Harbor Retirement Planning, where he has served as a relentless retirement guide to thousands of individuals since 1986. The secret to his longevity has been asking the questions other advisors simply don’t ask; it allows him to make the best decisions for each client’s unique situation and ensure retirement success.Mark is a former radio talk show host, an author, and the go-to financial educator in the media. His most recent book, Don’t Outlive Your Money in Retirement! 7 Key Steps, unveils the step-by-step process used to help maximize the retirement journey.Among other topics in the interview, he talks about the retirement "red zone" - the period from 4-5 years before retirement to 4-5 years after retirement - when there are some serious conversations that have to take place in preparation for retirement. A good retirement plan takes good planning.You can reach out to Mark on any social media platform:Website: http://www.55retire.comYoutube: https://www.youtube.com/55RetireFacebook:https://www.facebook.com/55retire/LinkedIn: https://www.linkedin.com/in/marksingercfp/Twitter: https://twitter.com/55retire