Mark Fricks - Chapter Seven - WHAT ELSE CAN GO WRONG?

Episode 7 of the Mark Fricks - The Road Less Traveled podcast, hosted by Mark Fricks, titled "Mark Fricks - Chapter Seven - WHAT ELSE CAN GO WRONG?" was published on September 23, 2021 and runs 26 minutes.

September 23, 2021 ·26m · Mark Fricks - The Road Less Traveled

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Summary

Join Mark Fricks and Jeff Roediger as we continue on this financial journey.  In this session we address these important issues     • Planning right means taking into consideration all the risk factors that affect your retirement savings including longevity, inflation, taxes, health care, personal events and spousal  continuation.     • The three aspects of any investment include liquidity, safety,  and return. You can choose to maximize any two against  the third. Or you can use strategies that combine Yellow,  Green and Red Money investment tools designed for today’s  retirees and work with a financial professional. With the  right tools and strategies, it is possible to achieve aspects of  all three, Liquidity, Safety and Return.     • Choosing to maximize liquidity alone can be an expensive  option because the sooner you need your money back, the  less you can leverage it for safety and return.  • To plan for a successful retirement in today’s economy requires a creative use of strategies and today’s financial tools.

Episode Description

Join Mark Fricks and Jeff Roediger as we continue on this financial journey. In this session we address these important issues

• Planning right means taking into consideration all the risk factors that affect your retirement savings including longevity, inflation, taxes, health care, personal events and spousal continuation.

• The three aspects of any investment include liquidity, safety, and return. You can choose to maximize any two against the third. Or you can use strategies that combine Yellow, Green and Red Money investment tools designed for today’s retirees and work with a financial professional. With the right tools and strategies, it is possible to achieve aspects of all three, Liquidity, Safety and Return.

• Choosing to maximize liquidity alone can be an expensive option because the sooner you need your money back, the less you can leverage it for safety and return. • To plan for a successful retirement in today’s economy requires a creative use of strategies and today’s financial tools.