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Have You Asked the Right Questions? image

Have You Asked the Right Questions?

S3 E152 · Beyond Retirement
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57 Plays4 years ago

Mark is the president of Safe Harbor Retirement Planning, where he has served as a relentless retirement guide to thousands of individuals since 1986. The secret to his longevity has been asking the questions other advisors simply don’t ask; it allows him to make the best decisions for each client’s unique situation and ensure retirement success.

Mark is a former radio talk show host, an author, and the go-to financial educator in the media. His most recent book, Don’t Outlive Your Money in Retirement! 7 Key Steps, unveils the step-by-step process used to help maximize the retirement journey.

Among other topics in the interview, he talks about the retirement "red zone" - the period from 4-5 years before retirement to 4-5 years after retirement - when there are some serious conversations that have to take place in preparation for retirement. A good retirement plan takes good planning.

You can reach out to Mark on any social media platform:

Website: http://www.55retire.com

Youtube: https://www.youtube.com/55Retire

Facebook:https://www.facebook.com/55retire/

LinkedIn: https://www.linkedin.com/in/marksingercfp/

Twitter: https://twitter.com/55retire

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