#520 - Retirement Plan Live: Mature Marriage - Mark’s Story

Today you’ll meet Mark–half of our newest case study for Retirement Plan Live. Mark and Mary are a year and a half into their new marriage and are trying to figure out how to plan the rest of their lives. On this episode, you’ll learn about Mark and his aspirations and concerns for their life together.

In the next episode, you’ll meet Mary, in week three we’ll discuss their goals, the following week we’ll look at their resources, and finally, we’ll see how they manage their cash flow and learn who pays for what.

Make sure that you’re signed up for the live webinar on February 1 at 7 pm CST. In this webinar, you’ll get to see how everything panned out for Mark and Mary. To sign up, head on over to LiveWithRoger.com and mark it on your calendar.

Meet Mark

Mark and Mary met on a dating site–he was drawn to her because she seemed comfortable, interesting, and loved dogs. They dated for a year before Mark proposed then jumped right in and bought a house together soon after getting married. Now they’re trying to figure out the rest of the story.

Since Mark is analytical, loves spreadsheets, and is a Retirement Answer Man listener, he’s already got a retirement plan of record in place. Listen in to learn Mark’s intentions for this Retirement Plan Live. Make sure to stick around until the end to hear my chat with Dr. Bobby Dubois about the pros and cons of broad-spectrum testing.