7 episodes

This is NOT your grandfather’s radio show.

The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done!

Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you.

Not only must you weather the stock market, but you also have to prepare for the coming Tax Storm! That’s where we come in. We’re here to help offer insightful strategies to help develop your Retirement Game Plan and protect your retirement from the forces that await.

The Race 2 Retire Radio Show 960 Digital

    • Business
    • 5.0, 3 Ratings

This is NOT your grandfather’s radio show.

The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done!

Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you.

Not only must you weather the stock market, but you also have to prepare for the coming Tax Storm! That’s where we come in. We’re here to help offer insightful strategies to help develop your Retirement Game Plan and protect your retirement from the forces that await.

    $1 Million Nest Egg - Why It's Not Enough

    $1 Million Nest Egg - Why It's Not Enough

    $1 million may no longer be enough to fund a 30 year retirement. In fact, $1 million will only last a married couple for about 16 years in retirement. Also, we talk about the new RMD provision that was passed by the CARES Act in March, and we uncover some Social Security myths.

    Our listener questions today ask for the best approach to plan for long-term care and custodial care costs, whether now is a good time to purchase an annuity, how accurate the online retirement calculators really are, and whether it is a good idea to reinvest in the market or just leave your money in cash.

    Do you have a question for Marcus? Just write to us at info@race2retire.com or visit the "Ask Marcus" section on our website, www.race2retire.com.

    Don't forget to request your Retirement Rescue Game Plan and receive a FREE packet of information which includes financial reports, an audio CD, a copy of Marcus's book, the Retirement Playbook, and access to the Retire Tax Free video series. Just text "retiregameplan" to 555888 to get yours!

    You can also ORDER Marcus's new book, The Tax Playbook, on Amazon! Just visit us at www.race2retire.com for more info. If you want to request a FREE chapter, email us at info@race2retire.com

    • 52 min
    Too Many People Will Depend On Social Security

    Too Many People Will Depend On Social Security

    How have taxes changed for retirees in America? There used to be a time when older Americans received more tax breaks. And are you really doing enough to prepare for retirement? When you live paycheck to paycheck, it's nearly impossible to save for retirement. If you're in your 50s, is it too late to start saving towards retirement?

    Our listener questions today ask whether we should be putting our retirement savings into Roth accounts right now, how to protect your savings from loss, if it is ok to go into retirement without an advisor, and what should you do with the cash value of an old life insurance policy.

    Do you have a question for Marcus? Just write to us at info@race2retire.com or visit the "Ask Marcus" section on our website, www.race2retire.com.

    Don't forget to request your Retirement Rescue Game Plan and receive a FREE packet of information which includes financial reports, an audio CD, a copy of Marcus's book, the Retirement Playbook, and access to the Retire Tax Free video series. Just text "retiregameplan" to 555888 to get yours!

    You can also ORDER Marcus's new book, The Tax Playbook, on Amazon! Just visit us at www.race2retire.com for more info. If you want to request a FREE chapter, email us at info@race2retire.com

    • 51 min
    Gold-Plated Toilet Seats & Retirement

    Gold-Plated Toilet Seats & Retirement

    With a slow economic recovery, high unemployment (despite May's increased jobs numbers), and local businesses closing left and right, will the government issue another round of stimulus checks? All signs point to "probably."

    Also, the COVID-19 recession will cost people born in 1960 about 9% of their Social Security benefits!

    Today's mailbag includes questions about owning gold, whether the market will continue to crash given the threat of a second coronavirus wave, investing in real estate in retirement, and a 401k rollover question.

    Do you have a question for Marcus? Just write to us at info@race2retire.com or visit the "Ask Marcus" section on our website, www.race2retire.com.

    Don't forget to request your Retirement Rescue Game Plan and receive a FREE packet of information which includes financial reports, an audio CD, a copy of Marcus's book, the Retirement Playbook, and access to the Retire Tax Free video series. Just text "retiregameplan" to 555888 to get yours!

    You can also ORDER Marcus's new book, The Tax Playbook, on Amazon! Just visit us at www.race2retire.com for more info. If you want to request a FREE chapter, email us at info@race2retire.com

    • 54 min
    The One Misconception That Could Wreck Your Retirement...

    The One Misconception That Could Wreck Your Retirement...

    On today's show we talk about the one misconception that could wreck your retirement. There's a common conception that when you retire, your expenses go down. In reality, in the early years of retirement, when you're healthy and you have more time on your hands, your expenses actually go up! How do you plan for this?

    Also, we talk about the devastating impacted taxes have on your savings, before you even begin to withdraw money. And how does risk impact your savings?

    Our listener emails today ask us about taking money out of an IRA to start a new business, what happens when you inherit an IRA account, what to do if your employer offers an early retirement package, and whether retirees need to change their planned retirement date given the stock market volatility.

    Do you have a question for Marcus? Just write to us at info@race2retire.com or visit the "Ask Marcus" section on our website, www.race2retire.com.

    Don't forget to request your Retirement Rescue Game Plan and receive a FREE packet of information which includes financial reports, an audio CD, a copy of Marcus's book, the Retirement Playbook, and access to the Retire Tax Free video series. Just text "retiregameplan" to 555888 to get yours!

    You can also ORDER Marcus's new book, The Tax Playbook, on Amazon! Just visit us at www.race2retire.com for more info. If you want to request a FREE chapter, email us at info@race2retire.com

    • 54 min
    Betty White is 137 Years Old & Still Working

    Betty White is 137 Years Old & Still Working

    Actually, Betty White is 98 years old but she is still working! And on today's show, we talk about longevity risk. As Americans, we're living a lot longer. 70 is the new 60... 60 is the new 50... so what does this mean about when we should begin to take Social Security? Is it better to delay taking benefits?

    Also... do you own rental properties? Marcus answers a question from a listener who is looking to sell his various rental properties. Hear what considerations you need to make before you make this move.

    And finally, we talk about what you need to think about before pulling all your money out of the stock market!

    Do you have a question for Marcus? Just write to us at info@race2retire.com or visit the "Ask Marcus" section on our website, www.race2retire.com.

    Don't forget to request your Retirement Rescue Game Plan and receive a FREE packet of information which includes financial reports, an audio CD, a copy of Marcus's book, the Retirement Playbook, and access to the Retire Tax Free video series. Just text "retiregameplan" to 555888 to get yours!

    You can also ORDER Marcus's new book, The Tax Playbook, on Amazon! Just visit us at www.race2retire.com for more info. If you want to request a FREE chapter, email us at info@race2retire.com

    • 55 min
    How Americans Got Duped

    How Americans Got Duped

    On today's show we discuss the 5 financial storms on the horizon and how they will affect your retirement. Pensions are becoming non-existent, Wall Street is just moving investors' money around, tax rates are going to increase, the Social Security fund is experiencing shaky ground and your emotions cause you to do the wrong thing at the wrong time and you do it all the time!

    Not to be too "doom and gloom-y," but that's a lot of risk for the average retiree. Of course, the best thing you can do is to have a comprehensive retirement plan.

    Also, we'll tell you how Americans got duped!

    Don't forget to request your Retirement Rescue Game Plan and receive a FREE packet of information which includes financial reports, an audio CD, a copy of Marcus's book, the Retirement Playbook, and access to the Retire Tax Free video series. Just text "retiregameplan" to 555888 to get yours!

    Do you have a question for Marcus? Just write to us at info@race2retire.com or visit the "Ask Marcus" section on our website, www.race2retire.com.

    • 51 min

Customer Reviews

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3 Ratings

3 Ratings

the__kid4 ,

J Hagan Warren

These guys are entertaining and more importantly educational. They give you the truth w/ no B.S. and sales tactics.

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