Investing

What Your March Madness Bracket Can Teach You About Investing

March 19, 2026

Every year during March Madness, millions of fans fill out their tournament brackets with confidence, only to watch them fall apart after the first round of upsets. Mark uses the NCAA tournament as a metaphor for financial planning and retirement investing. Just like in basketball, life throws unexpected curveballs. The key isn’t predicting every upset. It’s building a flexible financial plan that can adapt when surprises happen.

The Retirement Barista: What Your Coffee Order Says About Your Investments

December 18, 2025

Your coffee order might say something about your personality- but what does it say about your investment portfolio? In this episode of The Retirement Huddle, Mark uses a fun coffee-shop analogy to explain how different investor behaviors show up in real life- from playing it too safe to chasing the latest hype.

The Worst Investors (and What the Best Do Differently)

November 20, 2025

Curious if you might be making the same mistakes as the worst investors? If you want better results, start by avoiding the habits that wreck the worst portfolios.

Mastering the Variables of Retirement Success

November 6, 2025

In this episode, Mark tackles the most important, and often overlooked, questions everyone faces as they plan for life’s biggest transition.

How to Make Your First Retirement Year a Success

October 2, 2025

The first year of retirement is a major milestone, one that can feel both exciting and intimidating. In this episode, Mark unpacks what really happens once the paychecks stop and the portfolio withdrawals begin.

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.

Game Night: What We Can Learn About Financial Planning From Board Games

March 20, 2025

Monopoly, Battleship, Risk, and even Candyland. All of these are board games that you may have played with your family or friends at some point or another. But did you know they also hold valuable lessons for your financial life?

Overrated, Underrated, or Rightly Rated?

February 6, 2025

Today we’re going to have a little fun on the show by tackling the risks and realities of retirement planning by playing a game called ‘Two Truths and a Lie.’

Investment Mistakes

September 19, 2024

We all make mistakes, but when it comes to investing, these errors can feel particularly daunting. Today, we delve into practical strategies to not only recover from investment mistakes but also to build a robust financial plan for the future.

Are You Making These Rookie Mistakes When It Comes to Investing?

July 2, 2024

Are you making rookie mistakes when it comes to planning for your retirement? Even those with strong experience in investing can make silly mistakes from time to time, join Mark as he discusses some common things that can trip people up.

Ep 73: The Differences in Traditional vs. Roth

March 16, 2023

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. We are here to explain the difference between the two accounts and help you determine what account would be best for your financial goals. We want to help you keep as much of…

Ep 57: The Weaknesses in 401(k) Accounts

July 21, 2022

The 401(k) and other employer-sponsored retirement plans can be a great tool to save for retirement but they aren’t perfect. Identifying the weaknesses within these accounts will help you better invest for your future.

Ep 47: Financial Wisdom From Shaq

February 17, 2022

What can basketball star Shaquille O’Neal teach us about retirement planning? Quite a bit. Let’s examine some of his famous quotes and how they can apply to your life.

Ep 45: Don’t Make These Excuses

January 20, 2022

We often hear people try to make excuses or explain away some of their questionable financial decisions. On today’s show we’ll explain why these excuses usually don’t hold water.

Ep 44: How to Should You Handle Market Volatility?

January 6, 2022

Anytime the market is turbulent, people react in various ways. So, how should you handle rough periods in the market? We’ll share how to handle these tumultuous times.

Ep 42: What We Wish You Knew About the Financial Industry

December 2, 2021

As financial professionals, there are things that we wish everyone knew and understood about the financial industry. Today we are going to share some of the tricks that sometimes get played and how to spot them.

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 3: Investing Like a Genius

May 7, 2020

Do you ever wonder what the best investors do that regular people don’t? There are
certain traits that all highly-intelligent people possess that separate them from the pack.
On this episode, we’ll discuss a few of those characteristics and explain how they apply
to financial planning.

Ep 2: Choosing Between a Traditional vs Roth IRA