61 episodes

Marc Geels and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call 712-224-4651

Marc on Money with Marc Geels Marc Geels

    • Education

Marc Geels and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call 712-224-4651

    Marc on Money In this conversation, Mark Geels discusses the importance of having a written plan for retirement and understanding how it will work.

    Marc on Money In this conversation, Mark Geels discusses the importance of having a written plan for retirement and understanding how it will work.

    In this conversation, Mark Geels discusses the importance of having a written plan for retirement and understanding how it will work. He compares retirement planning to the game of football, highlighting the similarities in strategies and momentum shifts. Mark emphasizes the need to be aware of market cycles and adjust investment strategies accordingly. He introduces the Income for Life model, which involves segmenting assets based on risk and time horizon. Mark also stresses the importance of having a written plan that can adapt to uncertainties and changes in circumstances. He concludes by discussing the significance of covering gaps, tackling inflation, and avoiding cookie-cutter retirement plans. To learn more visit EFS4U.com or call 712-224-4651.
    Support the show: https://www.efs4u.com/
    See omnystudio.com/listener for privacy information.

    • 32 min
    Marc on Money Marc Geels has some ways you can execute and succeed at improving your finances and reaching your financial planning goals in 2024.

    Marc on Money Marc Geels has some ways you can execute and succeed at improving your finances and reaching your financial planning goals in 2024.

    A new year with new resolutions. The question is, how long will they last. Marc Geels has some ways you can execute and succeed at improving your finances and reaching your financial planning goals in 2024. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651.
    Support the show: https://www.efs4u.com/
    See omnystudio.com/listener for privacy information.

    • 28 min
    Marc on Money Marc Geels offers solutions to help you navigate harsh retirement planning truths, how you can be the CEO of your retirement.

    Marc on Money Marc Geels offers solutions to help you navigate harsh retirement planning truths, how you can be the CEO of your retirement.

    It’s important to know the cold, hard truth of your financial situation when planning for retirement. Marc Geels offers solutions to help you navigate harsh retirement planning truths, how you can be the CEO of your retirement and ROIs. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651.
    Support the show: https://www.efs4u.com/
    See omnystudio.com/listener for privacy information.

    • 27 min
    Marc on Money Marc Geels covers ‘how much do I need to retire’ to when should I take Social Security to maximize the benefit.

    Marc on Money Marc Geels covers ‘how much do I need to retire’ to when should I take Social Security to maximize the benefit.

    There are plenty of frequently asked questions about retirement. Marc Geels points out that we all have similar questions and there are no two answers the same. He covers ‘how much do I need to retire’ to when should I take Social Security to maximize the benefit. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651.
    Support the show: https://www.efs4u.com/
    See omnystudio.com/listener for privacy information.

    • 26 min
    Marc on Money we hear clips from the past year.

    Marc on Money we hear clips from the past year.

    This week we hear clips from the past year. Marc Geels covers a new way to look at a 401(k). When does a Roth double as a creative way to save for college. He goes over different kinds of guaranteed income including Social Security. Marc breaks down the sequence of returns risk and winds up explains the time segmented distribution plan for retirement.

    To learn more visit EFS4U.com or call 712-224-4651.
    Support the show: https://www.efs4u.com/
    See omnystudio.com/listener for privacy information.

    • 23 min
    Marc on Money Marc Geels breaks down 10 of the most common reasons folks resist professional help while building their financial plans.

    Marc on Money Marc Geels breaks down 10 of the most common reasons folks resist professional help while building their financial plans.

    There are many reasons why folks forgo working with a financial professional. Marc Geels breaks down 10 of the most common reasons folks resist professional help while building their financial plans and explain exactly how a financial advisor would be able to help. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651.
    Support the show: https://www.efs4u.com/
    See omnystudio.com/listener for privacy information.

    • 31 min

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