Wealth Management and Retirement Strategies with Mark Turner

Mark Turner
  • 0.0 (0)
  • Investing
  • Updated Biweekly

Get informed through insightful and timely conversations centered on building a secure financial future by subscribing and listening to “Wealth Management and Retirement Strategies with Mark Turner.” Hosted by seasoned financial professional Mark Turner, this show dives into the essentials of retirement planning and wealth management with clarity and purpose. Each episode features lively and engaging discussions that promote financial literacy and empowers listeners to take control of their financial journey. Whether you're just starting to plan or refining your strategy, Mark’s deep industry knowledge and practical guidance will help you uncover the tools and strategies needed to craft a retirement plan tailored to your unique goals and lifestyle.

  1. 19h ago

    Think You’d Never Fall for a Scam? Think Again

    A single phone call could cost thousands—sometimes even a lifetime of savings. In this episode, Mark Turner breaks down the growing threat of financial fraud, especially among retirees, and shares real-life stories that highlight just how convincing today’s scammers can be. From fake IRS calls and tech support schemes to romance scams and AI-driven impersonations, the conversation explores how these tactics work and why even financially savvy individuals fall victim. Mark also outlines practical steps to help protect personal information, recognize red flags, and involve trusted professionals or family members when something feels off. It’s an eye-opening look at staying alert in an increasingly complex digital world. Ready to take control of your retirement strategy?Connect with Mark Turner and the team at Wealth Management Strategies & Retirement Solutions for insights, resources, and personalized guidance. Visit: wmsretirementsolutions.com Follow on LinkedIn Join the community on Facebook. Stay informed, stay empowered, and keep your future in sight! See omnystudio.com/listener for privacy information.

    18 min

  2. May 26

    Are You Financial Teammates—or Strangers at Retirement?

    Are you and your spouse truly on the same team when it comes to money—or just avoiding the conversation altogether? In this episode of Wealth Management and Retirement Strategies, Mark Turner explores why couples often struggle to communicate about finances and how that disconnect can impact retirement planning. From mismatched risk tolerance to unspoken expectations, Mark highlights the importance of building a shared vision, discussing goals, and preparing for “what if” scenarios. The conversation also dives into legacy planning, long-term care considerations, and the real-life consequences of not having a plan in place Ready to take control of your retirement strategy?Connect with Mark Turner and the team at Wealth Management Strategies & Retirement Solutions for insights, resources, and personalized guidance. Visit: wmsretirementsolutions.com Follow on LinkedIn Join the community on Facebook. Stay informed, stay empowered, and keep your future in sight! See omnystudio.com/listener for privacy information.

    13 min

  3. May 12

    The Income Gap: Turning Savings into a Retirement Paycheck

    If your paycheck disappears in retirement, how do you replace it without running out of money? In this episode of Wealth Management and Retirement Strategies, investment advisor representative, Mark Turner, explores the critical shift from saving to generating income in retirement. He discusses why relying solely on withdrawals can expose retirees to market downturns, how “bucket” strategies can create stability, and why guaranteed income plays a key role in managing longevity risk. The conversation also covers real-world income expectations, tax diversification, and balancing growth with protection in an uncertain market environment. Ready to take control of your retirement strategy?Connect with Mark Turner and the team at Wealth Management Strategies & Retirement Solutions for insights, resources, and personalized guidance. Visit: wmsretirementsolutions.com Follow on LinkedIn Join the community on Facebook. Stay informed, stay empowered, and keep your future in sight! See omnystudio.com/listener for privacy information.

    15 min

  4. Mar 31

    Is Your Money Working—or Just Sitting There?

    That cash sitting safely in the bank might feel reassuring—but what if it’s quietly costing you money? In this episode, the conversation breaks down what “lazy money” really is and why savings accounts, CDs, and other ultra‑conservative holdings can struggle to keep up with inflation and taxes. Mark explains how too much idle cash can erode purchasing power, even when balances appear to be growing. The discussion explores balancing liquidity with growth, common misconceptions about risk, and how overlooked tax consequences factor into long‑term planning. It’s a practical look at how emotions, comfort, and financial decisions intersect—and why understanding where your money sits matters more than most people realize. Ready to take control of your retirement strategy?Connect with Mark Turner and the team at Wealth Management Strategies & Retirement Solutions for insights, resources, and personalized guidance. Visit: wmsretirementsolutions.com Follow on LinkedIn Join the community on Facebook. Stay informed, stay empowered, and keep your future in sight! See omnystudio.com/listener for privacy information.

    14 min

  5. Mar 23

    When Women Outlive the Plan: Rethinking Retirement Strategy

    What happens when women live longer, earn differently, and suddenly find themselves managing finances alone? This episode centers on the unique retirement realities women face, from longevity risk and income planning to healthcare costs, Social Security decisions, and emotional transitions after loss. The conversation highlights why planning must account for longer lifespans, caregiving gaps, and the growing wealth transfer flowing to women. You’ll hear why trust, empathy, and inclusive financial conversations matter—especially when major life changes occur—and how overlooked tools like health savings accounts can play a role in long‑term preparedness. This is a grounded discussion about planning with intention, clarity, and confidence through every stage of retirement. Ready to take control of your retirement strategy?Connect with Mark Turner and the team at Wealth Management Strategies & Retirement Solutions for insights, resources, and personalized guidance. Visit: wmsretirementsolutions.com Follow on LinkedIn Join the community on Facebook. Stay informed, stay empowered, and keep your future in sight! See omnystudio.com/listener for privacy information.

    14 min

  6. Feb 10

    The Charitable Strategies Retirees Often Overlook

    What if the desire to give back in retirement came with more choices – and more complexity – than most people realize? In this episode, Mark Turner explores how charitable giving can become a meaningful part of a retirement plan without jeopardizing long‑term security. From deciding whether to give during your lifetime or leave a legacy, to using options like qualified charitable distributions, charitable remainder trusts, or even small asset‑based strategies, Mark explains how thoughtful planning can align generosity with financial goals. Whether you’re passionate about a cause or simply curious about what’s possible, this episode highlights the practical ways retirees can give with intention. Ready to take control of your retirement strategy?Connect with Mark Turner and the team at Wealth Management Strategies & Retirement Solutions for insights, resources, and personalized guidance. Visit: wmsretirementsolutions.com Follow on LinkedIn Join the community on Facebook. Stay informed, stay empowered, and keep your future in sight! See omnystudio.com/listener for privacy information.

    11 min

  7. Jan 28

    The Retirement Risk No One Wants to Talk About

    What if the greatest threat to your retirement isn’t market volatility – but the cost of long‑term care? In this episode, Mark Turner shares personal stories that reveal how unplanned care needs can drain savings, strain families, and unravel even well‑built retirement strategies. He explains common misconceptions, why delaying planning reduces your options, and how modern solutions – like asset‑based long‑term care and “use‑it‑or‑don’t‑lose‑it” policies – can offer flexibility and dignity. Mark also discusses how retirees can balance protecting their future care needs with preserving assets for income and legacy goals. This conversation opens the door to a critical topic many put off until it’s too late. Ready to take control of your retirement strategy?Connect with Mark Turner and the team at Wealth Management Strategies & Retirement Solutions for insights, resources, and personalized guidance. Visit: wmsretirementsolutions.com Follow on LinkedIn Join the community on Facebook. Stay informed, stay empowered, and keep your future in sight! See omnystudio.com/listener for privacy information.

    13 min

  8. 12/23/2025

    Million-Dollar Portfolios: Mastering the Tax Game

    When your portfolio crosses the million-dollar mark, taxes become a game-changer. In this episode, host and advisor Mark Turner of Wealth Management Strategies and Retirement Solutions reveal the overlooked tax traps and smart strategies for high net worth investors. They discuss the unique challenges of non-qualified accounts, the timing and complexity of Roth conversions, and why tax loss harvesting isn’t as simple as it sounds. Mark explains why personalized planning matters, how to avoid costly mistakes, and what to watch for as tax laws evolve. If you want to keep more of what you’ve earned, this episode is packed with insights for maximizing your wealth.   Ready to take control of your retirement strategy?Connect with Mark Turner and the team at Wealth Management Strategies & Retirement Solutions for insights, resources, and personalized guidance. Visit: wmsretirementsolutions.com Follow on LinkedIn Join the community on Facebook.   Stay informed, stay empowered, and keep your future in sight! See omnystudio.com/listener for privacy information.

    15 min
See All (13)

Trailer

About

Get informed through insightful and timely conversations centered on building a secure financial future by subscribing and listening to “Wealth Management and Retirement Strategies with Mark Turner.” Hosted by seasoned financial professional Mark Turner, this show dives into the essentials of retirement planning and wealth management with clarity and purpose. Each episode features lively and engaging discussions that promote financial literacy and empowers listeners to take control of their financial journey. Whether you're just starting to plan or refining your strategy, Mark’s deep industry knowledge and practical guidance will help you uncover the tools and strategies needed to craft a retirement plan tailored to your unique goals and lifestyle.

Information