Mark Geels discusses the critical aspects of retirement planning, emphasizing the importance of having a written financial strategy. They explore common mistakes made by retirees, particularly the Baby Boomer generation, such as underestimating expenses and failing to plan for healthcare costs. The discussion also covers the significance of Social Security decisions, tax strategies, and long-term care planning. Additionally, they address the psychological challenges of retirement planning and the impact of market volatility on financial security. The conversation concludes with a call to action for listeners to secure their financial future through informed planning and professional guidance. 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.

Marc Geels emphasizes the critical importance of having a comprehensive financial plan for retirement. He discusses various financial gaps that individuals may face, including knowledge, resources, perception, and empowerment gaps. The conversation highlights the need for education, professional advice, and a proactive approach to retirement planning to ensure financial security and peace of mind. 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.

Marc Geels discusses the increasing threat of cybercrime and identity theft, highlighting recent data breaches and scams. The main focus is on protecting personal information and taking proactive measures to prevent fraud. The conversation covers topics such as freezing credit, monitoring credit reports, and being cautious of phishing scams. The host emphasizes the importance of seeking advice from trusted advisors and staying informed about current scams. 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.