Hello there, I’m Mark S. Gardner!
The Founder of Retire Well Dallas, LLC and a member of Ed Slott’s Master Elite IRA Advisor Group℠. Mark continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of their clients’ families. Mark is Certified in the Social Security Claiming Strategies (CSSCS) designation.
Mark and his wife live in Dallas and have a blended family of three sons and a young daughter (who rules the roost!). As an active member of his community, Mark has helped bring $350,000 to Bnai Brith Youth and Bnai Brith International. In 2017, As a volunteer, Mark helped send more than 50,000 kosher meals to Houston to victims of Hurricane Harvey. He also volunteers his time as a basketball referee for YMCA youth.
“I’m truly blessed to have about two handfuls of friends who I’ve kept in touch with my whole life,” said Mark. “I had cancer, I was involved in a major car accident, I’ve survived identity theft — and my wife, family, and friends have stood by me. I still consider myself the luckiest man alive. So, I try to do minimum one kind thing for another person each day. It’s my way of giving back to my community. The most important part of life is your values.”
Mark S. Gardner takes ownership of much more than simply his fiduciary responsibility to his customers. “With every recommendation, I have to be able to look at myself in the mirror and know that this is what I would do for myself and family in the same situation.” This is his ongoing commitment to his clients.
Podcasts
Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of their clients’ families. Mark is Certified in the Social Security Claiming Strategies (CSSCS) designation.
Join Mark as he breaks down the necessary tools and strategies you need to know in order to be best prepared for Your Retirement Roadmap.
Mark and his wife live in Dallas and have a blended family of three sons and a young daughter (who rules the roost!). As an active member of his community, Mark has helped bring $350,000 to Bnai Brith Youth and Bnai Brith International. In 2017, as a volunteer, Mark helped send more than 50,000 kosher meals to Houston to victims of Hurricane Harvey. He also volunteers his time as a basketball referee for YMCA youth.
The road to retirement is full of twists and turns, potholes and traffic stops. But, that doesn’t mean you can’t avoid those hassles.
Welcome to “Your Retirement Roadmap – Income is The Outcome That Matters Most In Retirement” with Mark S. Gardner.
In this episode, we are joined by Isaac Shutt Esq. of Shutt Law Firm, PLLC. Isaac’s firm focuses on innovative estate planning utilizing a variety of techniques to conserve wealth and transfer the most of your hard earned wealth to the next generation.
Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠ and the founder of Retire Well Dallas. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of their clients’ families. Mark is Certified in the Social Security Claiming Strategies (CSSCS) designation.
As Mark says, “Welcome Ya’ll.”
Chapters:
0:00 – Intro to Estate Planning
5:00 – Isaac Shutt Esq.
7:00 – 3 Major Concerns in Estate Planning.
10:45 – The Retirement Gap.
14:10 – Roth Conversions.
14:50 – Before You Create an Estate Plan.
19:30 – Varying Methods in Planning via Council.
24:20 – How to Get in Touch with Isaac Shutt Esq.
25:10 – Closing Remarks .
26:40 – How to Get in Touch with Mark and His Team.
Connect with Mark S. Gardner, CSSCS:
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