Financial Planning

Retirement Lessons from Betty White

August 20, 2026

Betty White may never have officially retired, but her humor and outlook offer several valuable lessons for anyone planning the next stage of life.

Retirement Lessons Hidden in Famous Movie Quotes

July 2, 2026

Can classic movie quotes teach valuable retirement lessons?

How To Travel Without Financial Guilt

June 18, 2026

In this episode, Mark explains why travel shouldn’t be an afterthought in retirement, it should be part of the plan from the very beginning.

The Financial Reality of Losing a Spouse

June 4, 2026

Losing a spouse is one of life’s most difficult experiences, and for many people, it also creates a wave of financial questions and uncertainty.

Desire to Retire: Are You Really Ready?

May 21, 2026

Some people never want to retire. Others want to walk out tomorrow. Today, Mark breaks down the different “levels” of retirement desire and explains why each mindset requires a different planning conversation.

What Snow Days Teach Us About Money

February 5, 2026

There’s something special about a snow day… unexpected, memorable, and a break from routine. In this episode, Mark borrows a few classic snow-day moments to explain what a strong financial plan really provides.

The Beatles Retirement: All You Need Is A Plan

September 18, 2025

In this episode, Mark takes a magical mystery tour through classic Beatles songs and uncover what they can teach us about retirement planning.

Conventional Wisdom Is Failing You

September 4, 2025

Conventional wisdom sounds safe, but it can be deceiving. “You can’t go wrong with real estate.” “A mortgage is good debt.” “If your investments aren’t working, just try something else.” Sound familiar? In retirement planning, these rules of thumb can be misleading, or even dangerous. In this episode, Mark unpacks common money myths and shows how blindly following them could derail your retirement strategy.

The Retirement Restaurant: Menu for Financial Success

August 21, 2025

What do restaurants and retirement planning have in common? More than you might think.

Most Overrated? Most Likely to Disappoint? Mark’s Financial Superlatives

August 7, 2025

In this episode, Mark names the best and worst performers when it comes to financial tools and strategies.

Financial Proverbs: Old Sayings, Real Retirement Lessons

July 17, 2025

You’ve heard them your whole life, classic proverbs like “Don’t put all your eggs in one basket” or “A bird in the hand is worth two in the bush.” But did you know these old sayings can teach you a lot about how to prepare for retirement?

The 5 Biggest Pain Points in Retirement

July 3, 2025

Are you losing sleep over your retirement plan? You’re not alone, and this episode breaks down the most common financial pain points keeping retirees up at night. Mark shares the five biggest fears he sees in his own practice, from outliving savings to the crushing cost of long-term care. But more importantly, he offers clear, realistic strategies to turn worry into confidence and overwhelm into action.

Five People You Meet In Retirement

June 19, 2025

Retirement is meant to bring peace of mind, but that’s hard to achieve when your plans are based on ideas that aren’t completely true.

Retirement Myths That Need to be Busted

June 5, 2025

Retirement is meant to bring peace of mind, but that’s hard to achieve when your plans are based on ideas that aren’t completely true.

You’re Asking The Wrong Questions

May 15, 2025

Most people approach retirement planning with a list of questions in hand, but what if you’re asking the wrong questions? In this episode, Mark unpacks why traditional thinking about retirement often leads people astray.

Want to Retire Early? Here’s What You Really Need to Know

April 3, 2025

For many, the dream of retiring before the traditional age of 65 is appealing, but it comes with its own set of challenges and considerations. In this episode, Mark explores the nuanced challenges of early retirement, from financial preparedness to managing longevity risk and the often-overlooked emotional aspects of leaving the workforce.