Show Notes: Welcome to the Road Rules for Retirement Show with Mark Fried, focusing on strategies to build and sustain your retirement income. Mark explains the importance of creating a personalized retirement vision before diving into financial planning. Practical tips on budgeting for retirement, including accounting for inflation, taxes, and healthcare costs. Learn why balancing risk and safety in your investment portfolio is crucial for long-term financial security. Mark discusses the three investment worlds: liquidity, safety, and return – and why you can only choose two. Discover how to develop an income plan that ensures consistent cash flow throughout retirement. Understand how to calculate your essential and discretionary expenses for effective budgeting. Learn why social security optimization and tax-efficient strategies are vital for retirees. Practical advice on managing market volatility without jeopardizing your retirement plan. Take advantage of Mark’s masterclass for crafting a customized retirement plan, now available at a discounted rate for listeners.   Chapters: [00:00] Introduction and Welcome [08:55] What to Expect During a Retirement Planning Consultation [11:31] Building Confidence in Your Financial Plan [13:02] The Critical Role of Risk in Retirement Income Planning [16:15] Asset Allocation: How to Balance Risk and Reward [19:33] Investment Safety and Security: The Three Investment Worlds [23:37] Educating Clients: Understanding Investment Choices [24:44] Closing Remarks and Call to Action   Special Offer: Ready to take control of your retirement? Enroll in Mark Fried’s Retirement Masterclass to build your own customized financial roadmap. Visit WhenCanIRetire.us and use coupon code RRFR2024 for a special discount. Why Listen? If you’re nearing retirement or already retired, this episode offers actionable advice to help you protect your savings, manage taxes, and ensure your money lasts. Tune in now and start building the retirement plan you deserve! Visit Mark's Website: https://plansmartandretirewell.com/ Mark on LinkedIn: https://www.linkedin.com/in/mark-fried-a0b1156/

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