How do you build a retirement that actually feels meaningful, not just mathematically correct? In this episode of Retirement Roadmap, Mark Fricks and Evan Fricks break down why retirement planning isn’t only about “saving enough.” It’s about aligning your money with what gives your life purpose in 2026 and beyond. Drawing on decades of hands-on retirement planning experience, Mark and Evan explain how purpose, income planning, Social Security, healthcare costs, investments, and taxes all work together. When you shift from “What should I do?” to “What matters most to me?”, your retirement decisions become clearer, calmer, and more intentional.
A lot of people are looking ahead and thinking about how to position themselves for the new year financially, emotionally, even personally. During today’s episode, we’ll be drawing from a recent Kiplinger article titled 7 Practical Steps to Kick Off Your 2026 Financial Planning. It’s a great piece because it goes beyond charts and numbers and focuses on something I believe in deeply, aligning your wealth with your life.
– Evan Fricks
Resources and Next Steps: Visit https://masterplanretire.com/ to access our retirement checklists, podcast episodes, and schedule a complimentary consultation. Call 770-980-9262 to speak directly with our team.
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