Mark explores the concept of 'No Bad Days' in retirement, inspired by the story of Navy SEAL Jason Redman, who overcame severe injuries and defined a bad day as one that leaves permanent scars. The conversation encourages listeners to prepare for their financial future and to find purpose in their retirement years.

Reach Alloy Wealth Management at 800501-9805.

Alloy Wealth Management

www.alloywealth.com

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Mark Henry highlights the significance of tax strategies, particularly Roth conversions, in ensuring financial stability during retirement. He also discusses the importance of strategic tax planning for retirement, emphasizing the need for working with a fiduciary advisor who specializes in advanced tax planning. He highlights the potential tax implications of retirement accounts and the urgency of taking advantage of current tax laws.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

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In this episode of Living Large Radio, Mark Henry discusses the complexities of retirement planning, emphasizing the importance of having a reliable income stream, understanding the implications of losing a paycheck, and the need for a sense of purpose post-retirement.

Reach Alloy Wealth Managements at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

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Mark tackles the challenges faced by retirees in using hypothetical case studies in stresses the need for building income and knowing your risk level.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

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Mark uses the examples of real people to define the different retirement types.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

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Mark Henry discusses the economic shift in an era of a wave of baby boomers reaching retirement.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

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The podcast welcomes special guest Seth Henry. Seth is one of Mark’s sons and is the 2024 Ginetta Challenge Series Champion. Seth shares his journey as a professional race car driver and the importance of planning and adapting in pursuit of dreams.

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

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Mark answers the question: “In addition to the financial components of retirement, what else should I consider?”

Reach Alloy Wealth Management at 800-501-9805.

Alloy Wealth Management

www.alloywealth.com

See omnystudio.com/listener for privacy information.