Podcast

Ep 50: Are You Asking the Wrong Questions About Your Finances?

A lot of people have questions about their retirement plan, but you might be asking the wrong questions. We’ll share some common wrong questions and what better questions might be.

Read More

Ep 49: Do You Want to Retire Early?

Sometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We’ll share some challenges they face and how to know if early retirement is for you.

Read More

Ep 48: How Delayed Gratification Can Help Your Finances

Delayed gratification is a difficult skill to master and that’s just as true with financial matters as it is the other areas of your life. Let’s talk about some instances where you might be faced with a choice of being satisfied now or satisfied later.

Read More

Ep 47: Financial Wisdom From Shaq

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.

Read More

Ep 46: First Steps of a Financial Plan

For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on the first step. Let’s talk about a few possible first steps that you could take.

Read More

Ep 45: Don’t Make These Excuses

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.

Read More

Ep 44: How to Should You Handle Market Volatility?

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.

Read More

Ep 43: Rolling Over Your 401ks Into IRAs

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. But what are the main benefits of rolling an old 401k into an IRA? We’ll explain on today’s show.

Read More

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

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.

Read More

Ep 41: Financial Wisdom from Mr. Rogers

Mister Rogers left us a treasure trove of inspirational quotes during his 31 years on TV. Did you know that a few of them have some solid financial and investing wisdom hidden inside?

Read More

Ep 40: How to Deal with Financial Stress in Retirement

Psychologists have determined that retirement is the 10th most stressful event that you can experience in life. Today we’re sharing some ways to proactively deal with that stress.

Read More

Ep 39: Retirement Reality Check

Some people need a reality check when it comes to understanding their retirement. You might picture yourself retired on a beach or a boat, but it might be time to check your dreams.

Read More

Ep 38: Financial Tips for Empty Nest Syndrome

Right now, there are many parents who recently dropped their first kid off at college. Other parents just dropped their last kid off at college and are officially empty nesters. Let’s discuss some of the major financial issues to consider during this stage of life.

Read More

Ep 37: Mailbag – Social Security, 401k Investments and Long-Term Care

Today, we’re answering your mailbag questions. Up first, Beth wants to know if it was a mistake to take Social Security early. We’ll also answer your questions about 401k investments and long-term care.

Read More

Ep 36: Retirement Questions You Didn’t Know to Ask

You likely have questions about your retirement, but there might be some questions that you didn’t know to ask. We’ll explain what those questions are and why the answers are so crucial to your financial future.

Read More

Ep 35: Mailbag – Inheritance, Housing and Retirement Goals

Today we’re answering some mailbag questions about inheritance, housing prices and retirement goals.

Read More

Ep 34: Retirement Readiness – Where Do You Stand?

On this episode of The Retirement Huddle podcast, Mark Howard explains the questions you need to answer to see if you are ready for retirement.

Read More

Ep 33: What Teachers Can Teach Us About Financial Planning

We like to look at issues faced by people outside the financial world and see what kind of retirement lessons we can learn. Today, we’re seeing what we can learn from teachers and the issues they face.

Read More

Ep 31: Important Ages for Retirement Planning

There are some important ages when you’re thinking about retirement. Some of these ages start way before you retire. We’ll explain what they are and why they’re important milestones.

Read More

Ep 30: Financial Planning With Grandma

Grandmothers are often very smart when it comes to financial planning. Find out what we can learn from them.

Read More