『Roadmap To Retirement: With Mark Guilliatt』のカバーアート

Roadmap To Retirement: With Mark Guilliatt

Roadmap To Retirement: With Mark Guilliatt

著者： Mark Guilliatt
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Welcome to your Roadmap To Retirement with certified financial planner Mark Guilliatt of The Retirement Guys. In each episode, host Dave Wingert and Mark tackle a number of retirement topics and give you the direction you need to help reach your retirement goals. Whether you are a baby boomer or a zoomer just starting out in the work force, if retirement is on the brain, this is the podcast for you! Connect with Mark by visiting: https://theretirementguys.org/© 2026 Mark Guilliatt 個人ファイナンス 個人的成功 経済学 自己啓発
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  • Money, Mindset & Taxes: How Much is Enough?

    Money, Mindset & Taxes: How Much is Enough?
    2026/09/10

    Dave Wingert sits down with Mark Gilliatt of The Retirement Guys for a wide-ranging conversation on what really changes when you stop working. They dig into the psychological shift from saving to spending, how to figure out "how much is enough," and why market drops right after you retire can be more dangerous than at any other point in your career. Mark also breaks down this year's tax updates, the new $6,000 (or $12,000 for couples) extra standard deduction for those 65+, higher Roth IRA contribution limits, and strategies for minimizing taxes on the legacy you leave behind. They close with a look at Social Security timing and why waiting past 70 rarely makes sense. Whether you're five years out or already there, this episode is full of practical, real-world guidance for the road to and through retirement.
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