Podcast

Ep 26: Agree or Disagree With These Financial Strategies?

Should you always pay off your house as soon as you can? Do you need life insurance when you retire? Find out if we agree or disagree with these financial strategies.

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Ep 23: How Home Renovation is Like Financial Planning

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

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Ep 22: What Basketball Can Teach Us About Retirement Planning

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

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Ep 20: Is Your Advisor Doing This?

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.

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Ep 19: Financial Lessons from Christmas Carols

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

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

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

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Ep 16: How to Spot Villains in the Financial World

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.

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

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

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Ep 14: What’s Your Spending Personality?

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.

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Ep 13: Financial Wisdom From Moms’ Favorite Sayings

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

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Ep 12: Top 6 Retirement Google Searches

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

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Ep 11: Don’t Make These Assumptions About Retirement

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.

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Ep 10: 5 Types of Financial Risks

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.

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Ep 9: 5 Classic Pre-Retiree Mistakes

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.

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

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.

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Ep 7: The Challenges Facing Baby Boomers in Retirement

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.

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Ep 6: How to Ruin Your Retirement

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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Ep 5: How the SECURE Act Impacts Your Retirement

The SECURE Act took effect to start 2020 and it’s the first significant retirement legislation in many years. Let’s look at the key changes to retirement planning and how it might impact your future.

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Ep 4: What They Don’t Teach You In School: Coronavirus Edition

With so many people still fearful of where the economy is headed and worried about
how it will impact their finances, it’s time to change your mindset with a pep talk. Mark
will speak candidly about our current situation and what it takes to navigate these uncertain times and end up successful.

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Ep 3: Investing Like a Genius

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.

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