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Retirement Simplified is the podcast dedicated to arming you with the tips and tactics necessary to realize your retirement aspirations. My mission is simple - to make complex retirement topics simple. My overarching objective for all my clients (and listeners) is to instill confidence in their retirement, and that starts with a rock solid strategy. Through weekly episodes, I provide the latest insights and strategies to create a retirement plan that gets you up in the morning. From investme ...
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Stopping Retirement Losses & Building More Control & Security
Mark Rogers, Financial Educator of Two Room Schoolhouse
Learning never leaves us. Understanding how to make decisions comes from learning.In our working years (40-50's) affords us wonderful PLANNING options for the decades to come. Learning in our 50's is critical to build security in financial future.And in our 60's, we have so many NEW decisions to learn about for Retirement Years.Mark Rogers, Educator from the TwoRoomSchoolhouse site, share WEEKLY insight on critical NEWS, plus answers questions on Life Insurance, Annuity Policies, Medicare Po ...
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Retirement Simplified is the podcast dedicated to arming you with the tips and tactics necessary to realize your retirement aspirations. My mission is simple - to make complex retirement topics simple. My overarching objective for all my clients (and listeners) is to instill confidence in their retirement, and that starts with a rock solid strategy…
…
continue reading
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Disability Income, Surprise Retirement Taxes, Final Frustrations (Shown "n" Tell Class Session)
28:44
28:44
Lejátszás később
Lejátszás később
Listák
Tetszik
Kedvelt
28:44
We review: Disability Income while working-- or stop working We also review Surprise Taxes later in Retirement with Sample "Steve & Sally"-- how much Federal Income taxes will they pay? And we review almost 50% of us don't have a WILL --which creates Final Frustrations! Learn to EARN more-- and BURN less of Savings. Build Security and Control witho…
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Highlighting New Classes & sharing Social Security news for New Retirees
30:01
30:01
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Lejátszás később
Listák
Tetszik
Kedvelt
30:01
Announcing 5 NEW Classes to New Retirees and will be published for viewing shortly. We also review Social Security news and taxation to keep that program afloat in 10 years. Drop your Insurance Policy question in the chat box at TwoRoomSchoolhouse.com (Life insurance, Annuity policy, Medicare, Long-Term Care) Is your Income at Risk while WORKING? I…
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Launching of NEW Wednesday Session called "After Class with Mark Rogers"
28:51
28:51
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Lejátszás később
Listák
Tetszik
Kedvelt
28:51
Our LAUNCH of the "AFTER CLASS" Series with Mark Rogers, Financial Educator: News Segment: The WA State LTC Payroll Tax is set to start in July 2023. Other States are planning in the strategy and it is best for other State Residents to look at getting ahead of the LTC planning. Questions: One QUESTION has been asked of Mark of late with Retirees wa…
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