Show Notes: Introduction to The Road Rules for Retirement Show – Meet Mark Fried and Lisa Odoski as they share their expertise on retirement planning. The Importance of Financial Planning – Why having a comprehensive retirement plan is critical for peace of mind. Client Success Stories – Inspiring examples of how personalized financial strategies have transformed lives. The Retirement Readiness Review – Learn how this process bridges the gap between saving and spending in retirement. Empowering Women in Finance – Lisa’s program for educating and supporting women in financial decision-making. Retirement Beyond Money – Understanding the emotional and practical aspects of life after work. Why You Need a Second Opinion – How to ensure your financial plan evolves with your changing needs. Team-Based Approach – The benefits of working with a collaborative and supportive advisory team. Customized Planning for Retirement Phases – Addressing the unique challenges of accumulation and distribution phases. Take Charge of Your Financial Future – How to access resources like Mark’s masterclass to secure your retirement. Chapters: [00:01] Welcome and Introduction – Mark Fried and Lisa Odoski join the show to discuss retirement strategies. [00:28] The Importance of Planning Ahead – Why financial planning is essential for long-term security. [01:08] Paul’s Personal Story – A powerful lesson on why financial planning matters. [02:42] Mary Jane’s Retirement Success Story – How Mark and Lisa helped a client achieve independence at 96. [04:02] Securing Your Financial Plan – Insights into Mark’s masterclass and building a written roadmap. [05:56] When to Get a Second Opinion – Transitioning from accumulation to distribution phases. [08:28] Empowering Women in Financial Planning – Lisa shares her mission to educate and inspire women. [09:33] Retirement is More Than Money – Planning for how you’ll spend your time and find fulfillment. [13:33] Keeping Clients Informed – The role of regular updates and reviews in maintaining financial health. [19:45] Closing Remarks and Next Steps – Encouragement for listeners to take charge of their retirement planning.

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