Show Notes Welcome to The Road Rules for Retirement Show with Mark Fried, hosted by Cynthia DeFazio. Mark discusses how recent shifts in work culture and global events have led to significant changes in retirement planning. Key trends: More people are considering early retirement, while others embrace remote work to delay it. The importance of a Retirement Readiness Review—how it helps families plan confidently for retirement. Mark explains the essential components of a retirement plan: income, taxes, inflation, and investments. The story of Mark’s “Dad’s test” for new drivers and how it illustrates the value of retirement planning. A step-by-step look at how Mark’s team designs a personalized retirement plan for each client. An exclusive masterclass offer from Mark: build your customized retirement plan with expert guidance. Listener question from Ed in Doylestown: Should he leave his 401(k) or roll it over to an IRA? Mark’s expert advice on the benefits of IRAs over 401(k)s for retirees, including increased flexibility and investment options. Chapters [00:01] - Introduction and Welcome to The Road Rules for Retirement Show [00:16] - Mark’s Weekly Insights: Retirement Trends and Changing Landscapes [00:35] - What’s Shifting in Retirement Planning? Early Retirements & Remote Work [01:36] - Adjusting Retirement Plans to Fit New Timelines [03:29] - The Importance of Having a Retirement Plan: Mark’s Analogy [05:31] - Designing a Personalized Plan: The Retirement Readiness Review Process [08:08] - Special Offer: Enroll in Mark’s Retirement Planning Masterclass [09:38] - Listener Question: 401(k) vs. IRA - Choosing the Right Option for Retirement

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