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May 13, 2025
On this episode of Retirement Roadmap, Evan and Mark dive deep into the strategies and considerations for those experiencing job loss within five years of retirement. Rather than making panic-driven decisions, we explore how to take stock of your situation, protect what you've built, and potentially discover that retirement is closer than you think.
May 6, 2025
On this episode of Retirement Roadmap, Evan and Mark discuss how the traditional rules of retirement planning have changed dramatically in recent decades, calling for new strategies to generate plans for reliable income regardless of market conditions. Increased market volatility since 2000 has rendered the old "4% rule" obsolete, now reduced to 2.8%, while tax implications, sequence of returns risk, and the shift from pensions to 401(k)s create additional challenges.
April 22, 2025
What if your dream retirement looked nothing like the standard Florida condo and golf course scenario? On this episode of Retirement Roadmap, Evan and Mark dive into wildly unconventional retirement strategies—some absurd, some surprisingly practical—that could transform how you envision your golden years.
April 15, 2025
On this episode of Retirement Roadmap we discuss how market volatility in 2025 doesn't have to derail retirement plans if you've properly structured your income sources and diversified your investments. Proper retirement planning involves creating stable income buckets that aren't totally dependent on market performance, allowing retirees to weather economic storms with confidence.
April 8, 2025
On this episode of Retirement Roadmap we examine the most common retirement fears that prevent people from planning effectively and offer practical solutions to address them.
Retiree deciding to work part-time during retirement
April 3, 2025
On this episode of Retirement Roadmap we explore the financial and emotional benefits of part-time employment during retirement, discussing how it can both extend retirement savings and provide a sense of purpose during this major life transition.
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