Premium retirement income planning • Annuities guidance • Clear decisions.

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Conservative planning, premium execution

Retirement income planning with quiet confidence.

We help families turn savings into a dependable strategy using annuities, Social Security timing, and a plan built for stability through market cycles.

Bio

Mark Rogers

Mark Rogers is with My Safe Money Matters and the voice behind Talking Turning 65, a retirement-focused podcast and educational platform featured on YouTube and Facebook. Through interviews, conversations, and educational videos, Talking Turning 65 explores the decisions and challenges people often face before and during retirement.

Mark’s focus is helping people make sense of topics such as Social Security, Medicare and healthcare expenses, retirement income, taxes, long-term care, and protecting the savings they worked hard to build.

His approach is practical and conversational. Rather than beginning with complicated terminology or financial products, Mark believes in starting with better questions: What could change? What might surprise you? And what decisions today could affect your income, savings, healthcare, or family years down the road?

Through Talking Turning 65, Mark brings together educational content, real-world retirement conversations, and insights from professionals in related fields. His goal is to help people become more informed, better prepared, and more confident about the retirement road ahead.

FOCUS
Income Strategy
Predictable retirement cash flow.
STYLE
Education-first
Clear trade-offs, no pressure.
PROCESS
Structured
A plan you can follow.

Get started

Let's build your plan.

A short, no-pressure conversation — and a clear next step.

Or call (509) 786-1900