We teach a lot of different kinds of classes and, and usually what we do is we’ll teach one subject. I mean, we do holistic planning as most folks that listen to us know, but it includes income planning, tax planning and tax strategies, Social Security maximization, and federal benefits. So there’s all these different layers, but at the end of each class, we like to tell this chess story to kind of bring it all together, and so hopefully that’s what will happen in today’s episode.
MARK FRICKS
ATLANTA – Are you playing retirement checkers when you should be mastering retirement chess? This episode unpacks a powerful analogy that demonstrates why traditional retirement planning often falls short.
When approaching retirement, most people arrive with what amounts to a checkerboard and a bag of identical checkers—assets that have served a single purpose during working years: growth. But retirement demands a more sophisticated approach. Like chess pieces with their unique movements and capabilities, your retirement assets may need specialized roles to create a truly effective strategy.
Mark and Evan walk listeners through the process of transforming those uniform checkers into specialized chess pieces. Some portions of your retirement savings might be dedicated to immediate income needs, others to long-term growth, inflation protection, or legacy planning. This multi-dimensional approach can create efficiency by assigning tools for each specific retirement challenge.
Ready to transform your retirement checkers into chess pieces? Schedule a complimentary consultation at masterplanretire.com or call 770-980-9262 to explore how a holistic approach could strengthen your retirement strategy.
