Marc on Money with Marc Geels

Best of Marc Geels discusses the importance of having a solid financial plan as one approaches retirement.

18 min · 4 de dic de 2025
Portada del episodio Best of Marc Geels discusses the importance of having a solid financial plan as one approaches retirement.

Descripción

Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. They draw parallels between sports strategies, particularly bracketology, and financial planning, emphasizing the need for a diversified investment strategy that includes safe bets and high-risk options. The discussion also covers the role of part-time work in retirement, the importance of communication between spouses regarding retirement goals, and the need to prepare for unexpected changes in retirement dynamics. They conclude by hinting at future topics related to financial planning. To learn more visit EFS4U.com [https://www.efs4u.com/] or call 712-224-4651 Support the show: https://www.efs4u.com/ [https://www.efs4u.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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91 episodios

episode Best of Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. artwork

Best of Marc Geels discusses the importance of having a solid financial plan as one approaches retirement.

Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. They draw parallels between sports strategies, particularly bracketology, and financial planning, emphasizing the need for a diversified investment strategy that includes safe bets and high-risk options. The discussion also covers the role of part-time work in retirement, the importance of communication between spouses regarding retirement goals, and the need to prepare for unexpected changes in retirement dynamics. They conclude by hinting at future topics related to financial planning. To learn more visit EFS4U.com [https://www.efs4u.com/] or call 712-224-4651 Support the show: https://www.efs4u.com/ [https://www.efs4u.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

19 de dic de 202518 min
episode Best of Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. artwork

Best of Marc Geels discusses the importance of having a solid financial plan as one approaches retirement.

Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. They draw parallels between sports strategies, particularly bracketology, and financial planning, emphasizing the need for a diversified investment strategy that includes safe bets and high-risk options. The discussion also covers the role of part-time work in retirement, the importance of communication between spouses regarding retirement goals, and the need to prepare for unexpected changes in retirement dynamics. They conclude by hinting at future topics related to financial planning. To learn more visit EFS4U.com [https://www.efs4u.com/] or call 712-224-4651 Support the show: https://www.efs4u.com/ [https://www.efs4u.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

4 de dic de 202518 min
episode Best of Marc Geels discusses the implications of tariffs on retirement planning artwork

Best of Marc Geels discusses the implications of tariffs on retirement planning

Marc Geels discusses the implications of tariffs on retirement planning, the influence of inflation, and the importance of having a solid financial plan. They emphasize the need for clients to understand the purpose of their money and how external factors like tariffs and market volatility can impact their retirement income. The discussion also highlights the significance of seeking professional financial advice during uncertain times and the benefits of global diversification in investment strategies. To learn more visit EFS4U.com [https://www.efs4u.com/] or call 712-224-4651 Support the show: https://www.efs4u.com/ [https://www.efs4u.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

13 de nov de 202519 min
episode Best of Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. artwork

Best of Marc Geels discusses the importance of having a solid financial plan as one approaches retirement.

Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. They draw parallels between sports strategies, particularly bracketology, and financial planning, emphasizing the need for a diversified investment strategy that includes safe bets and high-risk options. The discussion also covers the role of part-time work in retirement, the importance of communication between spouses regarding retirement goals, and the need to prepare for unexpected changes in retirement dynamics. They conclude by hinting at future topics related to financial planning. To learn more visit EFS4U.com [https://www.efs4u.com/] or call 712-224-4651 Support the show: https://www.efs4u.com/ [https://www.efs4u.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

24 de oct de 202518 min
episode Best of Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. artwork

Best of Marc Geels discusses the importance of having a solid financial plan as one approaches retirement.

Marc Geels discusses the importance of having a solid financial plan as one approaches retirement. They draw parallels between sports strategies, particularly bracketology, and financial planning, emphasizing the need for a diversified investment strategy that includes safe bets and high-risk options. The discussion also covers the role of part-time work in retirement, the importance of communication between spouses regarding retirement goals, and the need to prepare for unexpected changes in retirement dynamics. They conclude by hinting at future topics related to financial planning. To learn more visit EFS4U.com [https://www.efs4u.com/] or call 712-224-4651 Support the show: https://www.efs4u.com/ [https://www.efs4u.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

10 de oct de 202518 min