About 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.
Gen Z may be embracing Roth accounts, but does that mean Roth conversions are the right move for everyone approaching retirement? In this episode of Wealth Management & Retirement Strategies, Mark Turner explores why Roth strategies have become one of the hottest topics in retirement planning. He discusses the differences between Roth contributions and Roth conversions, who may benefit most from each approach, and why factors like pensions, Social Security, taxes, IRMAA surcharges, income needs, and legacy goals all matter. Mark also explains how Roth conversions can fit into estate planning and multigenerational wealth strategies. The key takeaway? A Roth conversion is not a trend to follow blindly. It's a decision that should be tailored to your unique financial situation.
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 (https://www.wmsretirementsolutions.com/)
Follow on LinkedIn (https://www.linkedin.com/company/wms-retirement-solutions)
Join the community on Facebook (https://www.facebook.com/WMSRetirementSolutions/).
Stay informed, stay empowered, and keep your future in sight!
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
29 Sept 2026
Could Taxes Become Your Biggest Retirement Expense?
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 (https://www.wmsretirementsolutions.com/)
Follow on LinkedIn (https://www.linkedin.com/company/wms-retirement-solutions)
Join the community on Facebook (https://www.facebook.com/WMSRetirementSolutions/).
Stay informed, stay empowered, and keep your future in sight!
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
15 Sept 2026
Should You Relocate in Retirement or Bloom Where You're Planted?
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 (https://www.wmsretirementsolutions.com/)
Follow on LinkedIn (https://www.linkedin.com/company/wms-retirement-solutions)
Join the community on Facebook (https://www.facebook.com/WMSRetirementSolutions/).
Stay informed, stay empowered, and keep your future in sight!
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
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