Stopping Retirement Losses & Building More Control & Security By cover art

Stopping Retirement Losses & Building More Control & Security

By: Mark Rogers Financial Educator of Two Room Schoolhouse
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  • Summary

  • Learning never leaves us.  Understanding how to make decisions comes from learning.In our working years (40-50's)  affords us wonderful PLANNING options for the decades to come. Learning in our 50's is critical to build security in financial future.And in our 60's, we have so many NEW decisions to learn about for Retirement Years.Mark Rogers, Educator from the TwoRoomSchoolhouse site, share WEEKLY insight on critical NEWS, plus answers questions on Life Insurance, Annuity Policies, Medicare Policies, Disability Policies and Long-Term Care Policies.
    © 2023 TwoRoomSchoolhouse.com
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Episodes
  • Launching of NEW Wednesday Session called "After Class with Mark Rogers"

    Launching of NEW Wednesday Session called "After Class with Mark Rogers"
    Apr 12 2023

    Our LAUNCH of the "AFTER CLASS" Series with Mark Rogers, Financial Educator:

    News Segment:  The WA State LTC Payroll Tax is set to start in July 2023.  Other States are planning in the strategy and it is best for other State Residents to look at getting ahead of the LTC planning.

    Questions:   One QUESTION has been asked of Mark of late with Retirees wanting to have a Final Expense plan, as other life insurance policies have terminated.  Mark reviews some reasons why having a tax-free death benefit liquid upon passing is what ALL retirees might consider.

    Is your Income at Risk while WORKING? Is your INCOME at Risk when Retired?
    In 30 minutes what RISKS you face to your income. Learn today to remove REGRETS in later years.
    www.TwoRoomSchoolhouse.com.
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    29 mins
  • Highlighting New Classes & sharing Social Security news for New Retirees

    Highlighting New Classes & sharing Social Security news for New Retirees
    Apr 19 2023

    Announcing 5 NEW Classes to New Retirees and will be published for viewing shortly. We also review Social Security news and taxation to keep that program afloat in 10 years.  Drop your Insurance Policy question in the chat box at TwoRoomSchoolhouse.com (Life insurance, Annuity policy, Medicare, Long-Term Care)

    Is your Income at Risk while WORKING? Is your INCOME at Risk when Retired?
    In 30 minutes what RISKS you face to your income. Learn today to remove REGRETS in later years.
    www.TwoRoomSchoolhouse.com.
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    30 mins
  • Disability Income, Surprise Retirement Taxes, Final Frustrations (Shown "n" Tell Class Session)

    Disability Income, Surprise Retirement Taxes, Final Frustrations (Shown "n" Tell Class Session)
    May 3 2023

    We review: Disability Income while working-- or stop working
    We also review Surprise Taxes later in Retirement with Sample "Steve & Sally"-- how much Federal Income taxes will they pay?
    And we review almost 50% of us don't have a WILL --which creates Final Frustrations!
    Learn to EARN more-- and BURN less of Savings.  
    Build Security and Control without extra cost.

    Is your Income at Risk while WORKING? Is your INCOME at Risk when Retired?
    In 30 minutes what RISKS you face to your income. Learn today to remove REGRETS in later years.
    www.TwoRoomSchoolhouse.com.
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    29 mins
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