Your Retirement Roadmap

By: Mark S. Gardner
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  • Summary

  • Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of their clients’ families. Mark is Certified in the Social Security Claiming Strategies (CSSCS) designation. Join Mark as he breaks down the necessary tools and strategies you need to know in order to be best prepared for Your Retirement Roadmap. Mark and his wife live in Dallas and have a blended family of three sons and a young daughter (who rules the roost!). As an active member of his community, Mark has helped bring $350,000 to Bnai Brith Youth and Bnai Brith International. In 2017, as a volunteer, Mark helped send more than 50,000 kosher meals to Houston to victims of Hurricane Harvey. He also volunteers his time as a basketball referee for YMCA youth.
    Copyright 2024 Mark S. Gardner
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Economics Political Science
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Episodes
  • Don't Play the Game of Estate Planning Before You got Your Team

    Don't Play the Game of Estate Planning Before You got Your Team
    May 15 2024

    The road to retirement is full of twists and turns, potholes and traffic stops. But, that doesn't mean you can't avoid those hassles.

    Welcome to "Your Retirement Roadmap - Income is The Outcome That Matters Most In Retirement" with Mark S. Gardner.

    In this episode, we are joined by Isaac Shutt Esq. of Shutt Law Firm, PLLC. Isaac's firm focuses on innovative estate planning utilizing a variety of techniques to conserve wealth and transfer the most of your hard earned wealth to the next generation.

    Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠ and the founder of Retire Well Dallas. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of their clients’ families. Mark is Certified in the Social Security Claiming Strategies (CSSCS) designation.

    As Mark says, "Welcome Ya'll."

    Chapters:

    0:00 - Intro to Estate Planning

    5:00 - Isaac Shutt Esq.

    7:00 - 3 Major Concerns in Estate Planning.

    10:45 - The Retirement Gap.

    14:10 - Roth Conversions.

    14:50 - Before You Create an Estate Plan.

    19:30 - Varying Methods in Planning via Council.

    24:20 - How to Get in Touch with Isaac Shutt Esq.

    25:10 - Closing Remarks .

    26:40 - How to Get in Touch with Mark and His Team.

    Connect with Mark S. Gardner, CSSCS:

    Website

    YouTube
    Show More Show Less
    27 mins
  • EMPOWER - Women's Roadmap to Financial Security

    EMPOWER - Women's Roadmap to Financial Security
    Apr 1 2024

    The road to retirement is full of twists and turns, potholes and traffic stops. But, that doesn't mean you can't avoid those hassles.

    Welcome to "Your Retirement Roadmap - Income is The Outcome That Matters Most In Retirement" with Mark S. Gardner.

    In this episode, we are joined by the Ed Slott Group Director of Retirement Education, Sarah Brenner, JD. Sarah takes her years of expertise advising professionals such as Mark S. Gardner with some of their most difficult to traverse retirement planning questions.

    Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠ and the founder of Retire Well Dallas. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of their clients’ families. Mark is Certified in the Social Security Claiming Strategies (CSSCS) designation.

    As Mark says, "Welcome Ya'll."

    Chapters:

    0:00 - National Women's Month

    1:00 - Welcoming Sarah Brenner

    2:00 - 70 Million Americans Retiring by 2030.

    5:05 - The Ed Slott Group and Retirement Planning.

    7:20 - The Challenge of Retiring as a Woman.

    12:10 - Distribution and 401Ks.

    15:30 - How to Fund Your Retirement.

    19:20 - The Widow.

    23:30 - Roth Conversions.

    25:00 - Secure 2.0.

    27:10 - The Importance of Knowing the Rules.

    28:50 - Reinvent Yourself.

    29:20 - Closing Remarks .

    30:00 - How to Get in Touch with Mark and His Team.

    Connect with Mark S. Gardner, CSSCS:

    Website

    YouTube
    Show More Show Less
    31 mins
  • The 6 Uncertainties of Retirement

    The 6 Uncertainties of Retirement
    Mar 4 2024

    The road to retirement is full of twists and turns, potholes and traffic stops. But, that doesn't mean you can't avoid those hassles.

    Welcome to "Your Retirement Roadmap - Income is The Outcome That Matters Most In Retirement" with Mark S. Gardner.

    In our first episode, we're diving deep into some of the common uncertainties of retirment, and how you can best prepare to create the retirement of your dreams, one in which you can live comfortably, while doing the things you love.

    Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠ and the founder of Retire Well Dallas. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of their clients’ families. Mark is Certified in the Social Security Claiming Strategies (CSSCS) designation.

    As Mark says, "Welcome Ya'll."

    Chapters:

    0:00 - Welcome to the show!

    0:33 - Skydiving and Retirement?

    2:20 - 70 Million Americans Retiring by 2030.

    3:44 - What to Know Before Retirement.

    4:10 - Number 1...Income.

    5:30 - The Three Stages of Wealth.

    7:00 - Every Day is a Saturday.

    7:45 - Longevity.

    11:00 - Changing Tax Rates.

    13:20 - National Debt.

    14:35 - Mark's Mother and Her Heavy Burden.

    16:40 - How Much of Your IRA or 401K is Yours?

    19:00 - How Retire Well Dallas Can Help You.

    21:00 - Secure Act 1.0 and 2.0

    23:05 - How to Get in Touch with Mark and His Team.

    Connect with Mark S. Gardner, CSSCS:

    Website

    YouTube
    Show More Show Less
    25 mins

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