Thomas Helbig on Retirement Planning, Market Volatility, and Income Strategies

The Marc Cox Morning Show
30/09/2025 5 min
Thomas Helbig on Retirement Planning, Market Volatility, and Income Strategies

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Episode Synopsis

Marc Cox talks with Thomas Helbig about retirement planning and announces a free retirement advisory seminar on Thursday, September 30, at 6:30 PM at the Frontenac Hilton. The event is designed for people nearing or in retirement and will cover how to make 401(k)s and IRAs last, building personalized structured income plans, strategies to lock in market gains, and tax-free rollovers at age 59½. The seminar will include refreshments, trivia, and a Q&A session. Helbig also shares insights on navigating market volatility, consolidating pensions, and maximizing retirement income.

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