Around the Retirement Neighborhood with Mr. Rogers

By: Mark Rogers CLTC LUTCF
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  • Summary

  • Around the Neighborhood in Retirement with Mr. Rogers is dedicated to SHARING the current NEWS that may impact your Retirement-- and taking out the MYTH and ASSUMPTIONS and bringing TRUTH in.

    And we also answer QUESTIONS on your Insurance Policy in retirement. Send them in!

    #SafeMoney
    #SafeMoneyMatters
    #Retirement
    © 2024 mysafemoneymatters.com
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Personal Success
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Episodes
  • Reviewing 5 Annuities & Ideas to give HIGHER tax-free benefits

    Reviewing 5 Annuities & Ideas to give HIGHER tax-free benefits
    Sep 17 2024

    Annuities are great Retirement Tools like many others.
    However, they need to be reviewed from Year to Year.
    We review a Client who has a "hatful of annuities" from 20 years ago that hasn't been reviewed by their former Advisor/Agent.
    We review on the whiteboard an interesting option to create more WEALTH given these same annuities.
    Learn more with Mark Rogers; you are welcome 20 Minutes on the phone: www.MarksCalendar.com to review your options

    #SafeMoneyMatters

    Saving Money is tough.
    Keeping Money SAFE from Fees, Expenses, Surprises and Market Losses is TOUGHER!
    And making Money GROW guaranteed has little secrets to learn.
    #SafeMoneyMatters
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    28 mins
  • Single 65 Year-old Female needing Short Term Care for HOME

    Single 65 Year-old Female needing Short Term Care for HOME
    Sep 18 2024

    Why should you lose out in Retiremetn when you don't know what is available? This 65 year-old "almost Retiree" didn't know about Short-Term Care plans and found an exceptional value to help pay for care at home -- even though her sister said she would! Why not have CASH pouring in each week for health-care problem?

    Schedule your review with Mark: www.MarksCalendar.com

    #SafeMoneyMatters
    #SafeMoney
    #ShortTermCare
    #LongTermCare

    Saving Money is tough.
    Keeping Money SAFE from Fees, Expenses, Surprises and Market Losses is TOUGHER!
    And making Money GROW guaranteed has little secrets to learn.
    #SafeMoneyMatters
    Show More Show Less
    30 mins

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