Podcast

The Financial Cereal Bowl

What can our favorite cereals teach us about financial planning? Much like selecting cereal, choosing financial products involves a myriad of options, each with its own set of benefits and drawbacks. From healthy and sensible choices to the flashy and appealing, Mark and Ron draw parallels between cereal selection and financial decision-making in today’s episode.

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Unreasonable Retirement Planning Requests

In today’s episode, we’re going to discuss some of the unreasonable requests that can arise during the retirement planning process.  Tune in as we tackle some common misconceptions, dissecting why they may not be feasible, and provide valuable insights on what to expect instead. From desiring high returns with little to no risk to hoping to avoid paying taxes on your IRAs and 401ks, Mark will shed light on the realities of successful retirement planning in today’s talk.

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Retirement Planning With Forrest Gump

The classic film, Forrest Gump, is filled with loads of memorable lines that many of us know and love. In today’s episode, we’re going to explore the unexpected financial lessons that are hidden within this iconic movie. Listen in as we discuss the importance of putting the past behind you, making informed decisions, planning for the unexpected, and much more.

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Navigating Retirement Income Gaps

In this episode of “The Retirement Huddle,” we’re diving into the world of retirement income gaps. Mark shares his insights on the different types of gaps individuals may encounter during retirement and how to effectively prepare for them. From the paycheck gap to the widow’s gap, we’ll discuss the importance of having a comprehensive income strategy to ensure financial stability and peace of mind in retirement.

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Why Mark Does What He Does

Have you ever wondered why Mark works in the financial planning business? What drove him to start Howard Financial Group? In this episode, Mark opens up and shares his influences, dreams, and goals to help you get to know why he’s so passionate about what he does every day.

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Lesser Known Social Security Facts

Social Security is a big part of what we discuss with clients on a daily basis because the majority of us will rely on this retirement benefit for income after we’ve stopped working. Despite its importance to planning, there’s a lot that the average person doesn’t know about Social Security.

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Retirement Planning with Ron Swanson

Believe it or not, you can learn a lot about retirement from the show ‘Parks and Recreation’, especially from the character Ron Swanson, played by Offerman.

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Retirement Planning with Johnny Carson

Johnny recognized this fact many years ago, and it’s still true today. When the news is more about entertainment than information, it can lead to people having too much anxiety about what’s going on around them because of the way things are presented. And that often leads to less than ideal financial or investment decisions.

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Mailbag: What To Do After Paying Off Debt, And More

It’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions.

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Long-Term Care Planning

On the list of dozens of retirement-related concerns, how high on the list does the potential need for long-term care rank for you? If you live long enough, chances are you will need extra medical help, and those expenses can add up quickly. On today’s show, we’ll share some questions you should consider when deciding whether you need long-term care insurance.

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Mailbag: Getting Your Spouse on Board, Life Insurance, and More

It’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions. Today we will discuss what to do if your life insurance cash value is getting lower, how to get your spouse more involved in finances, and when to walk away from your job, 401(k), and stock options.

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Crisis or Opportunity?

Where some people see a crisis, others see an opportunity. Some of it has to do with your mindset, and some of it might have to do with the circumstances of your life. Whether you’re navigating a market crash, have an empty nest, or get laid off, we’ll explain the good and bad that can come from these life experiences.

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Ep 77: Your Financial Weather Forecast

There are financial lessons to be learned from almost every area of life. So, let’s see what we can learn about retirement planning from things that get discussed on the Weather Channel. Join us for a unique and insightful lesson on financial planning through weather-related analogies.

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Ep 76: Grading Your Financial Competency

How much do you know about your own finances? Do you know how much you spend, how much risk you have, and what you’re paying in fees? In today’s episode, we’ll challenge you to assess your financial competency by asking you these crucial questions and more.

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Ep 75: Mailbag – Write-Offs From Airbnb, Health Insurance And More

It’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions. This episode could be very helpful if you’re looking to improve your financial situation and prepare for retirement. We will discuss whether to turn your guesthouse into an AirBnB, when to get Medicare, and more.

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Ep 74: Financial Wisdom From Steve Martin

Steve Martin is a well-known American actor, comedian, writer, producer, and musician. As it turns out, we can learn a lot about retirement from some of his most famous quotes. In today’s episode, we’ll use his words to share wisdom about persistence, talent, choices, income planning, and more.

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Ep 73: The Differences in Traditional vs. Roth

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…

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Ep 71: Putting Those Old Accounts to Work

If you’re like most people, you probably have some financial accounts that you don’t give much attention. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Today we’ll talk about some of the accounts that people tend to ignore…

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Ep 70: Investing for Geniuses

People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Today we’re looking at some common characteristics of highly intelligent people that you should apply to your financial life. From being adaptable to learning from others, here are the top tips you need to know to…

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Ep 69: Retirement Vacation Planning

Most people spend more time planning vacations than planning retirement. It sounds ridiculous, but it’s absolutely true. Today, we’re going to trick you into planning for retirement by pretending to plan for a vacation. Ready? Let’s go! Here’s some of what you’ll learn in this episode: Where are you going to stay? (1:15) Where will…

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