Retirement Advice, LLC

Retirement Advice, LLC I founded Retirement Advice LLC to help my friends and others achieve financial independence and obtain a work-optional lifestyle.

-Mark P.

Whitaker, CFP®, MSFP

03/19/2026

Discover 'HALO' stocks – those built on hard assets with low obsolescence. These companies, like Exxon Mobil and McDonald's, are showing resilience as the market shifts. Understand why traditional giants are making a comeback. THIS IS NOT INVESTMENT ADVICE. ALL INVESTING INVOLVES RISK.

03/09/2026

Retirement investment planning is crucial for long-term financial security. It helps ensure your savings keep pace with inflation, so you can enjoy your golden years without financial worries.

03/09/2026

Ever wonder how financial markets respond to big news or global events? It's not as straightforward as you might think. The relationship is complex and often surprising, defying simple logic.

12/12/2024

In this video, I cover retirement healthcare. I walk through your different healthcare options and what makes the most sense based on your situation. I cover ACA plans (Affordable Care Act), COBRA, and Medicare and how to use an HSA in retirement. This information is especially helpful for someone who needs healthcare coverage and is a retiree before 65.

12/12/2024

I made this video to explain how to pick healthcare in retirement. Specifically, this video focuses on healthcare for people retiring before 65. I cover planning around the Affordable Care Act (ACA), Medicare, and Health Savings Accounts (HSA).

Understand if you are on track for retirement: https://calendly.com/earlyretirementadvice/free-retirement-assessment-facebook

Legal Disclaimer Stuff:

Retirement Advice, headquartered in Mapleton, Utah, is a fee-only financial planning firm that equips individuals with the knowledge, tools, and wisdom needed to retire on their terms confidently. Their holistic approach is rooted in transparency, open collaboration, and a client-first mindset. They can be reached by phone at (801) 228-0103, via email at [email protected], or on the web at earlyretirementadvice.com.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

The information contained above is for illustrative, educational, and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

RETIREMENT ADVICE, LLC “RA” is a registered investment advisor offering advisory services in the State of UTAH and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, RETIREMENT ADVICE, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

12/12/2024

This video is all about reducing expenses in retirement through tax planning and qualifying for ACA Affordable Healthcare tax subsidies.

Understand if you are on track for retirement: https://calendly.com/.../free-retirement-assessment-facebook

Legal Disclaimer Stuff:
Retirement Advice, headquartered in Mapleton, Utah, is a fee-only financial planning firm that equips individuals with the knowledge, tools, and wisdom needed to retire on their terms confidently. Their holistic approach is rooted in transparency, open collaboration, and a client-first mindset. They can be reached by phone at (801) 228-0103, via email at [email protected], or on the web at earlyretirementadvice.com.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
The information contained above is for illustrative, educational, and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
RETIREMENT ADVICE, LLC “RA” is a registered investment advisor offering advisory services in the State of UTAH and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, RETIREMENT ADVICE, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

https://youtu.be/P-MPmbpptTQ?feature=shared
08/20/2024

https://youtu.be/P-MPmbpptTQ?feature=shared

Retiring in Different States: Surprising Tax ImplicationsAre you considering moving to a new state for retirement? The tax implications might surprise you! I...

We've just wrapped up our analysis of the second quarter, and there are some interesting trends to share:✅ Tech stocks a...
08/07/2024

We've just wrapped up our analysis of the second quarter, and there are some interesting trends to share:

✅ Tech stocks are still on fire (NASDAQ up 8%+)
✅ S&P 500 had a solid quarter (4%+ gain)
✅ Emerging markets surprised us all
❗ Some sectors struggled (financials, real estate, energy)
Whether you're retired, planning for retirement, or just curious about where your money is going, our latest video breaks it all down in simple terms.

Key takeaway: Diversify, stay invested, and think long-term!

What's your take on the market right now? Let's discuss in the comments! 👇


In this quarterly stock market update for Q2 2024, we break down the performance of major indices, international markets, and US sectors. Learn why retirees ...

https://youtu.be/C74k-2LkK00I made a new video to explain what happens to your social security benefits if your ex-spous...
08/06/2024

https://youtu.be/C74k-2LkK00

I made a new video to explain what happens to your social security benefits if your ex-spouse passes away. Let me know what you think, and please share it with anyone who is divorced.

In this video, we dive deep into the often-overlooked topic of survivor benefits for divorced individuals. Building on our previous discussion about spousal ...

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