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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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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.
What you'll learn:
00:10 — Introduction & Purpose
01:06 — Rethinking Financial Success
03:05 — Step 1: Clarify Your Values
05:04 — Step 2: Prioritize Your Objectives
07:18 — Step 3: Define Your Legacy
10:24 — Step 4 & 5: Advisors + Family Conversations
12:58 — Steps 6 & 7: Annual Check-Ins & Red Flags
20:03 — Closing Thoughts for 2026
Visit masterplanretire.com to access our retirement checklists, podcasts, and schedule a complimentary consultation.
Call 770-980-9262 to speak directly with someone about your retirement planning needs.
https://masterplanretire.com/
Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events
Purchase Mark’s book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime, on Amazon: https://a.co/d/4fx94Al
Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.
Chapters
1. Disclaimers And Setup (00:00:00)
2. Redefining Financial Success (00:00:46)
3. Purpose As The Planning Foundation (00:02:30)
4. Values First, Together As A Team (00:04:10)
5. Prioritizing Objectives And Tradeoffs (00:05:23)
6. What Holistic Planning Really Means (00:06:48)
7. Reducing Worry With Contingencies (00:09:27)
8. Defining Legacy And Ethical Wills (00:10:42)
9. Engage A Holistic Advisor (00:13:27)
10. Bring The Family Into The Plan (00:14:32)
11. Annual Alignment And Life Changes (00:17:12)
12. Watch For Red Flags And Assign Jobs (00:19:16)
13. Every Plan Is Unique (00:22:05)
14. Rules Change; Plans Must Adapt (00:24:07)
15. Closing Takeaways (00:24:20)
92 episodes
