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In this episode, we ask:

• Is there a nagging worry?
• Will the nest egg actually last?
• What about efficiency?
• What about control?
• What about safety?
• Do you need to spread your money thin across a lot of baskets?
• What is Mark’s core philosophy on planning?
• What is the E.C.S. factor?
• What can eat through savings like a wildfire?
• How prepared are you, really?
• What has the average U.S. family saved?
• How many years has the typical boomer pushed back retirement?
• How much time do you take to plan your vacation?
• How much time do you take to plan your retirement?
• Who is your coauthor?
• When does Mark walk away?
• What dilutes your returns in TDFs?
• When will you need the money the most?
• Is your money locked up?
• What does the government force?
• What about safety?
• What did Grant Thompson say?
• What was supposed to be safe?
• What about taxes, fees and regulations?
• Would you like to listen to Episode 206?
• Are there investment fees or other fees on whole life insurance?
• Who owns it?
• What questions are asked?
• What about the growth in the contract?
• What about tax?
• What about required RMDs?
• What about market timing?
• What is locked in?
• What about dividends and PUAs?
• What about creditors?
• What about bankruptcy proceedings?
• What beats inflation?
• What is private?
• What is predictable?
• What is proven?
• How can many families increase their retirement income?
• How can you get more upside and less downside?
• Are you in the driver’s seat of your financial life?
• Is diversification gambling?
• What about social proof?
• What did Pamela Yellen say in the Bank on Yourself Revolution?
• What did Nelson Nash say in Becoming Your Own Banker?
• What did the Center for Retirement Research at Boston College find?
• What did Ray Dalio say?
• What happened in 2008? 2022?
• What is uncorrelated?
• What did Suze Orman say about whole life insurance?
• What does Warren Buffet say in his letters?
• Wouldn’t it be nice to reclaim those years?
• What about cash value and dividends?
• What can you dream?
• What can you buy?
• What about age?
• What about losses?
• What about the illusion of safety?
• What holding led to 20% greater net worth?
• What basket doesn’t crack?
• What if taxes went up 10%?
• What if taxes doubled?
• What about peace of mind?
• Would you like to meet with Mark or one of Mark’s associates?