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In this episode, we ask:

• Are you ready to advance to a pivot point in the financial dojo?
• Would you like to review No. 1 The White Belt?
• Would you like to listen to No. 2 The Yellow Belt?
• Would you like to catch up on No. 3 The Orange Belt?
• What are we moving beyond with the Red Belt?
• Are you approaching or in retirement?
• Are you running your own business?
• What are the headwinds?
• Are you protecting a nest egg?
• What is the retirement repositioning strategy?
• Should you stuff every last dollar into tax deferred vehicles?
• What is the median retirement account balance for Americans age 55-64?
• Who is exposed?
• Who owns your retirement account?
• What is the forced retirement distribution?
• What age are you forced to take these RMDs?
• What climbs when in retirement?
• What about 401(k)s and IRAs?
• What about the built up tax-deferred time bomb?
• Do you know how much you owe in tax now?
• When should you pay the tax?
• What if you have a shorter timeline?
• When do you need the money the most?
• How about a case study?
• What is a qualified plan?
• What does the red belt deliver?
• Is peace of mind underrated?
• Do you own a business?
• What is your single biggest asset?
• Have you heard the joke?
• What about lines of credit?
• Where should you route your profits?
• How many times have you kissed the ring of a banker?
• What does all of this actually mean?
• Will you move into a position of total control?
• What is the mathematical reality?
• Who controls the financing function in your life?
• Who sleeps better?
• What does Wade Pfau say?
• What is a massive I.O.U. to the I.R.S?
• How about another case study?
• Who wants guaranteed lifetime income?
• Would you like to meet with Mark or one of Mark’s associates?