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Ep 25: The Jigsaw Puzzle of Retirement

March 18, 2021

To successfully complete a jigsaw puzzle, there are some strategies you’ll want to keep in mind, and many of those same strategies apply to retirement planning.

Ep 24: Why the Final Decade Before Retirement is Crucial

March 4, 2021

When you’re in the red zone in football, you need to capitalize on the opportunities and not make costly mistakes. The same thing goes when you’re in the red zone leading up to your retirement years. We’ll explain why.

Ep 23: How Home Renovation is Like Financial Planning

February 18, 2021

Do ever watch home renovation shows on TV? Well, renovation projects can also apply to your financial life. We’ll explain how.

Ep 22: What Basketball Can Teach Us About Retirement Planning

February 4, 2021

What can basketball teach us about financial planning? Surprisingly, they have a lot in common. We’ll explain how

Ep 21: Financial Goals for 2021

January 21, 2021

“This is the year. I’m going to do (fill in the blank).” How many times have you heard people say that about New Year’s resolutions? Let’s talk about some good financial goals for the New Year and how to make them stick.

Ep 20: Is Your Advisor Doing This?

January 7, 2021

Does your financial advisor look at your tax returns? What about the fees in your in-vestments? We’ll explain how your advisor should be helping you.

Ep 19: Financial Lessons from Christmas Carols

December 17, 2020

How are Christmas carols like retirement planning? Mark Howard sings some songs and tells you how they apply to financial planning.

Ep 18: How Overconfidence in Your Finances Can Lead to Destruction

December 3, 2020

Overconfidence in your financial life can sometimes lead to destruction. Let’s look at a few examples.

Ep 17: Are You Out of Tune Financially?

November 19, 2020

Let’s talk about some of the areas where people get out of tune, financially speaking. There are several main areas people struggle with.

Ep 16: How to Spot Villains in the Financial World

November 5, 2020

Villains in the movies are usually pretty easy to identify, but villains in the financial world aren’t always so easy to identify. Here’s how to recognize them.

Ep 15: Are We Playing Chess, Roulette or Poker?

October 15, 2020

Many financial decisions can be compared to playing chess, roulette or poker. Some use skill and some use luck, and we will explain why.

Ep 14: What’s Your Spending Personality?

October 1, 2020

Are you an emotional spender or someone who loves to do research before making a purchase? No matter how you spend money, it’s helpful to know your personality type so you can best plan for retirement.

Ep 13: Financial Wisdom From Moms’ Favorite Sayings

September 17, 2020

In honor of all the wonderful mothers, let’s take some of their favorite sayings and apply them to financial planning.

Ep 12: Top 6 Retirement Google Searches

September 3, 2020

Mark breaks down the top six financial topics that people search on Google and what you should know about them.

Ep 11: Don’t Make These Assumptions About Retirement

August 20, 2020

Are you making assumptions about your retirement and what it will look like? Mark breaks down some of the expectations people have and where you can go wrong.

Ep 10: 5 Types of Financial Risks

August 6, 2020

Most people don’t know what types of risk they should guard against in their finan-cial planning. We break down five risks and how to address them. Plus, Mark an-swers your mailbag questions.

Ep 9: 5 Classic Pre-Retiree Mistakes

July 16, 2020

Everyone gets tripped up by mistakes in retirement planning and sometimes they’re unavoidable. But many times we see pre-retirees make bad decisions that hurt their financial future and they could have steered clear of these with a little assistance. Let’s look at the classic mistakes that we see before answering a few mailbag questions.

Ep 8: Financial Forecast: How Planning is Like the Weather

July 2, 2020

Financial lessons can be found everywhere you look, even on The Weather Channel. Today we’re taking four common weather terms and finding the equivalent in retirement planning.

Ep 7: The Challenges Facing Baby Boomers in Retirement

June 18, 2020

We work with many, many Baby Boomers so we see and hear the concerns they have heading into retirement. Let’s discuss what challenges are facing this generation and where mistakes often get made during the planning process.

Ep 6: How to Ruin Your Retirement

June 4, 2020

After all of the hard work it takes to make it to retirement, why would you go and do anything to jeopardize your finances or your lifestyle? Unfortunately, it happens all too often for a number of different reasons. Today we’ll tell you about some of the most common mistakes people make and what you can do to avoid the same fate.

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