Wealth Management and Retirement Strategies with Mark Turner

Get informed through insightful and timely conversations centered on building a secure financial future by subscribing and listening to “Wealth Management and Retirement Strategies with Mark Turner.” Hosted by seasoned financial professional Mark Turner, this show dives into the essentials of retirement planning and wealth management with clarity and purpose. Each episode features lively and engaging discussions that promote financial literacy and empowers listeners to take control of their financial journey. Whether you're just starting to plan or refining your strategy, Mark’s deep industry knowledge and practical guidance will help you uncover the tools and strategies needed to craft a retirement plan tailored to your unique goals and lifestyle.

Wealth Management and Retirement Strategies with Mark Turner is a business podcast hosted by Mark Turner, with 18 episodes on record and a Required Pod Score of 80.

Mark Turner hosts Wealth Management and Retirement Strategies with Mark Turner, a business show with 18 episodes published.

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  Wealth Management and Retirement Strategies with Mark Turner

  Could Taxes Become Your Biggest Retirement Expense?

  Sep 29, 202616 min

  With tax laws constantly changing, how do you know if you're keeping too much of your retirement savings in the wrong bucket? In this episode of Wealth Management & Retirement Strategies , Mark Turner explores how taxes can become one of the largest expenses retirees face and why proactive tax planning matters. Using California's proposed billionaire tax as a jumping-off point, Mark discusses Roth conversions, required minimum distributions, charitable giving strategies, tax-deferred versus tax-free income, estate planning, and the importance of step-up in basis rules. He also explains why no tax strategy is one-size-fits-all and how overlooking taxes can leave a significant portion of your wealth vulnerable. It's a conversation about keeping more of what you've worked so hard to build. Ready to take control of your retirement strategy? Connect with Mark Turner and the team at Wealth Management Strategies & Retirement Solutions for insights, resources, and personalized guidance. Visit: wmsretirementsolutions.com Follow on LinkedIn Join the community on Facebook . Stay informed, stay empowered, and keep your future in sight! See omnystudio.com/listener for privacy information.

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  Wealth Management and Retirement Strategies with Mark Turner

  Should You Relocate in Retirement or Bloom Where You're Planted?

  Sep 15, 202616 min

  That dream retirement destination may look perfect online, but what if the life you're looking for can't be found with a change of address? In this episode of Wealth Management and Retirement Strategies , Mark Turner explores the financial and emotional factors retirees should consider before relocating. From taxes, housing costs, healthcare access, insurance, and community connections to climate, lifestyle, and personal fulfillment, Mark explains why moving is about more than finding a lower-cost state or bigger home. He also shares real-life stories of retirees who discovered that happiness isn't always where they expected it to be. Before packing the moving truck, this conversation offers valuable perspective on what truly makes a place feel like home. Ready to take control of your retirement strategy? Connect with Mark Turner and the team at Wealth Management Strategies & Retirement Solutions for insights, resources, and personalized guidance. Visit: wmsretirementsolutions.com Follow on LinkedIn Join the community on Facebook . Stay informed, stay empowered, and keep your future in sight! See omnystudio.com/listener for privacy information.

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  Wealth Management and Retirement Strategies with Mark Turner

  What Will Get You Out of Bed After You Retire?

  Sep 1, 202618 min

  What if retirement feels less like freedom and more like being lost without a map? In this episode of Wealth Management and Retirement Strategies , Mark Turner explores a surprising retirement lesson inspired by prison escape statistics: many people spend years planning how to get out of work, but very little time planning what comes next. Mark discusses why purpose, relationships, physical activity, lifelong learning, volunteering, and staying mentally engaged are just as important as financial preparation. He also shares stories of retirees who found new meaning, community, and fulfillment after leaving the workforce. Retirement isn't simply about stopping work. It's about creating a life that gives you a reason to get excited about tomorrow. Ready to take control of your retirement strategy? Connect with Mark Turner and the team at Wealth Management Strategies & Retirement Solutions for insights, resources, and personalized guidance. Visit: wmsretirementsolutions.com Follow on LinkedIn Join the community on Facebook . Stay informed, stay empowered, and keep your future in sight! See omnystudio.com/listener for privacy information.

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  Wealth Management and Retirement Strategies with Mark Turner

  Could Your Retirement Account Trigger an Unexpected Tax Surprise?

  Aug 18, 202617 min

  Think your retirement accounts are all yours to spend when and how you want? The IRS may have other plans. In this episode of Wealth Management and Retirement Strategies , Mark Turner breaks down required minimum distributions (RMDs), why they catch so many retirees off guard, and how they can affect taxes, Social Security, Medicare costs, and legacy planning. Mark explains common mistakes, discusses Roth conversion considerations, inherited IRAs, and strategies retirees may want to evaluate before RMDs begin. If you've accumulated savings in a 401(k) or IRA, this conversation highlights why proactive planning can play an important role in your overall retirement strategy. Ready to take control of your retirement strategy? Connect with Mark Turner and the team at Wealth Management Strategies & Retirement Solutions for insights, resources, and personalized guidance. Visit: wmsretirementsolutions.com Follow on LinkedIn Join the community on Facebook . Stay informed, stay empowered, and keep your future in sight! See omnystudio.com/listener for privacy information.

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  Wealth Management and Retirement Strategies with Mark Turner

  Is Your Money Baggage Holding Back Your Retirement?

  Aug 4, 202618 min

  Could your past experiences with money be quietly shaping your retirement decisions today? In this episode of Wealth Management and Retirement Strategies , Mark Turner explores the concept of "money baggage" and how fear, loss, family history, and financial uncertainty can influence the way people save, invest, and spend in retirement. Through real-life client stories, Mark discusses common emotional barriers, including the fear of running out of money, being too conservative, or struggling to enjoy the wealth you've worked hard to build. He also explains why retirement planning is about more than numbers and how understanding your relationship with money can lead to more informed financial decisions. Ready to take control of your retirement strategy? Connect with Mark Turner and the team at Wealth Management Strategies & Retirement Solutions for insights, resources, and personalized guidance. Visit: wmsretirementsolutions.com Follow on LinkedIn Join the community on Facebook . Stay informed, stay empowered, and keep your future in sight! See omnystudio.com/listener for privacy information.

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