PLANNING MAKES A DIFFERENCE

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PLANNING MAKES

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About Mark S. Gardner

Mark S. Gardner is a nationally recognized retirement strategist, author, and financial educator with over four decades of experience helping individuals and families plan for the retirement they deserve. His approach is rooted in integrity, transparency, and a deep understanding of tax-advantaged strategies that create reliable, worry-free income streams.


With every recommendation,” Mark says, “I have to be able to look at myself in the mirror and know that this is what I would do for myself and my family in the same situation.”


Mark holds a bachelor’s degree in business and marketing and is certified in Social Security Claiming Strategies (CSSCS) and college funding planning. He is a Master Elite member of Ed Slott’s IRA Advisor Group, which keeps him at the forefront of evolving retirement laws and strategies. He specializes in helping Pre & post retirees, baby boomers, entrepreneurs, and women who are single, widowed or divorced.


His expertise spans:

  • Retirement income planning
  • Asset protection and risk management
  • Social Security optimization
  • Tax-efficient legacy and estate strategies
  • Roth conversion & IRMAA, or Income-Related Monthly Adjustment Amount, is an additional charge on top of your regular Medicare Part B and Part D premiums, assessed to higher-income individuals to help fund the Medicare program
  • Life Insurance-using this asset class to provide income tax-free income towards one’s retirement

Mark is a bestselling co-author of The Keys to Authenticity with Jack Canfield, creator of Chicken Soup for the Soul. His chapter, “Prepare Yourself for an Authentic Financial Retirement,” explores the critical concept of the Retirement Savings Time Bomb.


He has been featured in Forbes, Benzinga, Yahoo Finance, and interviewed on ABC, NBC, CBS, and FOX affiliates on the Hit Show “Success Today”. His insights have helped thousands of retirees shift their focus from volatile assets to dependable income. His mission statement is “Income Is the Outcome That Matters Most In Retirement”.


A longtime resident of Dallas, Texas, Mark is active in B’nai B’rith International, the Hebrew Order of David, and several local charities. In 2017, he helped deliver over 50,000 kosher meals to Hurricane Harvey victims. He also volunteers as a YMCA youth basketball referee and dedicates 20 hours a month to teaching financial literacy in schools, libraries, and businesses.


Mark and his wife, Tsipora, are proud parents of three sons and one daughter. Having survived cancer, a major car accident, identity theft and three gunmen following to his home from a bank withdrawal, Mark considers himself “the luckiest man alive”—grateful for the love of his family, the support of his community, and the opportunity to help others retire with confidence.


If you're planning for retirement and want a second opinion from someone who treats your future like his own, reach out to Mark S. Gardner today at 214-762-2327 or MarkGardner@RetireWellDallas.com