Retirement Planning

Interview with Mark MacDonald President of Advanced Wealth Preservation Discussing Social Security [Video]

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Interview with Mark MacDonald President of Advanced Wealth Preservation Discussing Social Security

Mark MacDonald is a leading Financial Educator and Retirement Advisor who is passionate about helping individuals and business owners across the country develop personal Retirement Income, Healthcare, Tax-Reduction and Legacy Estate Plans for themselves and their loved ones. Mark also educates people how to plan and protect their retirement years from the 4 major destroyers of wealth: Market Crashes, Inflation, Taxes and Catastrophic Health.

Most important, Mark is an independent financial advisor that enables him to put his clients first in the planning process and offer a wide range of financial products and services from leading global and national financial service companies.

Mark is a licensed Investment Advisor Representative with Brookstone Capital Management (TD Ameritrade Account Custodian), Licensed Life and Health Insurance Producer, Certified National Social Security Advisor and Certified College Planning Specialist. He is a former U.S. publishing executive at leading financial news companies including US News and World Report, Individual Investor and Ticker Magazine.

Mark helps married, single, divorced, and widowed individuals develop personal Retirement Plans that…

•Maximize Social Security Income
•Optimize Corporate, Federal and State Pensions
•Create Guaranteed Lifetime Income
•Protect and Grow Retirement Savings
•Calculate and Optimize Required Minimum Distributions (RMD’s)
•Reduce Taxes in Retirement
•Implement Medicare, Medicare Supplement and Long-Term Care Retirement Health Coverage
•Develop Gifting and Legacy Plans for Loved-Ones and Charities
•Reduce College Costs

Mark’s 6-Step ARPP- Advanced Retirement Planning Process helps Professionals, Business Owners and Corporate, Federal, State and Union Executives and Employees across the country with their Retirement Income, Healthcare, Tax Reduction and Estate Planning needs.

Mark has been married to his wife Leigh for 38 years and are proud parents of two daughters and two grandchildren.

Mark is a member of the BBB, National Ethics Association, International Association of Registered Financial Consultants, National Association of Insurance and Financial Advisors, Association of Financial Educators, National Social Security Association and National Institute of Certified College Planners.

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Investment Advisory Services offered through Brookstone Capital Management. LLC (BCM), a registered investment advisor. Advanced Wealth Preservation and Brookstone Capital Management are independent of each other. Insurance products and services are no offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. The National Social Security Advisor certification is obtained by completing and passing a certification exam and requires biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at

Influential Influencers with Mike Saunders


Retirement Planning

🔴$100k Retirement Savings Need Income to Retire Early [Video]

In this video we will explore how a 50 year old with $100,000 retirement savings can build a $10,000 income in 12 years.Subscribe to our channel 😃👍 Thank you for a Thumbs UpWho are we? The Wisdom Investor is all about providing valuable information and education to help you with topics like Social Security, investing strategies, how much to save for retirement, when to retire, where to retire, health insurance, financial independence and more.Website http://www.wisdominvestor.com2021 Can I take Social Security at 62 and still work? is Social Security Earnings Limit Payback Calculated? My Social Security Check Increase If I Work? is the Social Security Break Even Age? Much Social Security If I Average $35,000 In My Lifetime I Collect Social Security Disability Insurance and Work? States to Retire 2021 Where to Live in Retirement Years old and No Money for Retirement Much Income with 400,000 Savings? Much to Retire Early age 55 With 150K Savings #whatisnetworth #howmuchnetworthtobewealthy65 Years $6,500 Retirement Savings! How Can I Retire?$300,000 by 65 How Much Income Will I Have in Retirement?$400,000 At 55 Years Old and Retire Early People Will Not Get Social Security I Retire Early At Age 62 With $800k Retirement Savings. Early with $460K 56 Yrs. How Much is Health Insurance? Long Will $170,000 Last in Early Retirement at 62$300k Retirement Savings How Much Can I Withdraw #howmuchincomefrom$100k #monthlyretirementincome

Retirement Planning

An additional after-tax contribution to your 401(k)now allowed in the plans of many large employers can grow tax free if its moved to a Roth account.

Retirement Planning

One of the most common questions we receive is " When does a roth conversion make sense?"This year? Next year? Sometime in the future? With conversions, this is the million-dollar question and will determine how valuable the conversion is to your retirement. There are numerous reasons a Roth Conversion can make sense in your situation. We'll be walking through different retirement tax hurdles you will be subject to and how conversions can overcome these hurdles in an upcoming series. In today's video, however, we are going to start with one of the most simplistic reasons a conversion will make sense - rising taxes. Despite many retirees feeling as though taxes will have to rise in the future to deal with the national debt, Congress is unpredictable. America has had a debt issue for decades and Congress appears 'asleep at the wheel'.However, there is a tax hike in our future that we don't need to predict...The sunsetting of the Tax Cuts and Jobs Act. Right now the Tax Cuts and Jobs Act lowered each tax bracket by up to 4% and almost doubled the standard deduction. This means less of your income is taxed and the income that is taxed, is taxed at a lower rate. However, this is set to revert back to the old tax code in 2026. This means right now, retirees have a powerful window of opportunity for conversions that is closing fast!Have you been taking advantage of it? In this video, we will discuss:✅ Why a Tax Cuts and Jobs Act Roth Conversion gives retirees an added benefit✅ How to assess a 2021 Roth Conversion ✅ What the closing of this window of opportunity looks like in a forward-looking tax plan- - - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan"🍿 Subscribe to our channel:🏆 Join our 'Retirement Mastery' Facebook Group:📈 Talk with us about your retirement plan here:📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at