Show Notes: Introduction to the show and Mark Fried's passion for helping retirees achieve financial security. How Mark's personal experience shaped his mission to assist individuals with retirement planning. Step-by-step guide to creating a retirement plan—defining your goals and understanding your needs. Importance of managing expenses and reducing debt before retirement. Understanding your income needs: How to calculate the income gap. Evaluating your investments to ensure they provide enough return without excessive risk. The significance of risk tolerance and transitioning from growth to preservation mode. Preparing for healthcare costs in retirement—understanding Medicare and long-term care options. Tax-efficient strategies for retirement: Reducing your tax burden with proper planning. Why a retirement plan is essential to avoid the risk of running out of money. Chapters: [00:01] Introduction to the Road Rules for Retirement Show [00:33] Mark's Journey and Motivation for Helping Retirees [02:30] Defining Your Retirement Goals [04:41] Cleaning Up Your Financial House Before Retirement [06:58] Evaluating Investments to Cover the Income Gap [07:42] Healthcare Planning in Retirement [09:14] Reducing Debt and Managing Taxes Before Retirement [10:02] Risks of Retiring Without a Plan [10:48] Steps to Get Started with Retirement Planning [11:17] Closing Remarks and Encouragement to Take Action  

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