Maintaining Your Wealth Through Retirement

11/07/2024 24 min Temporada 2 Episodio 19
Maintaining Your Wealth Through Retirement

Listen "Maintaining Your Wealth Through Retirement"

Episode Synopsis

What if your wealth could grow and stand the test of time? This episode reveals the secrets that wealthy individuals use to maintain and expand their fortune. We dissect a fascinating Business Insider article and share five pivotal strategies, including the significance of a comprehensive financial plan encompassing budgeting, insurance, legacy planning, tax planning, and investments. Plus, we highlight why finding the right financial professional and sticking to a hands-off investment approach can make all the difference.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/episodesListen to Mark Fricks on Saturdays at 8:30 a.m. EST on AM920 WGKA and 12:00 p.m. on XTRA 106.3FM WFOM.Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/eventsPurchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94AlAdvisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of GeorgiaSend us a textVisit 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/episodesListen 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/eventsPurchase 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.