Retirement Strategy

Retirement Truth Bombs: Your Biggest Financial Blind Spots

Mark challenges several common assumptions and explains why successful retirement planning often requires a closer look at risk, taxes, behavior, and how your portfolio is actually built.

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Easy Ways To Ruin Retirement

In this episode, Mark walks through a few common assumptions that can make retirement more difficult than expected and reminds us that retirement takes more than simply reaching a number in your portfolio.

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The 5 D’s of Retirement Planning

Retirement is a big journey, and navigating it successfully requires more than just a solid savings plan. Today, Mark reveals five game-changing principles that can make all the difference between a stressful retirement and a confident, fulfilling one. Mastering these “D’s” will empower you to handle whatever comes your way, without losing sleep over market swings or unexpected costs.

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Can You Retire Yet? The 5 Stages of Retirement Readiness

Retirement isn’t just a financial decision; it’s an emotional one. In this episode, Mark walks through the five different mindsets people have when thinking about retirement and how clarity and planning all play a role in determining when retirement becomes realistic.

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How to Make Your First Retirement Year a Success

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.

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The Retirement Restaurant: Menu for Financial Success

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

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Five People You Meet In Retirement

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.

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Retirement Myths That Need to be Busted

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.

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

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.

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

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?

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The Things You Can Control in Retirement

With so many variables out of our control, it’s essential to focus on what we can manage to ensure a peaceful and financially secure retirement.

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Financial Wisdom From Unlikely Sources

You never know where good advice will come from, which is what you’ll find out today.

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Important Retirement Questions That Aren’t Always Being Asked

Discover strategies to manage downsizing, taxes, and social security changes, and learn how to prepare for long-term care.

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Common Complaints Around Financial Advising

In this episode, dive into the most common complaints people have about their financial advisors.

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Running The Retirement Marathon

Just like marathon training, retirement planning requires meticulous preparation, a diversified strategy, and a clear understanding of your goals.

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Retirement Planning with Winston Churchill

Today we’re diving into the world of retirement planning through the lens of one of history’s most iconic figures, Winston Churchill. While many of us know Churchill for his leadership during World War II, you might be surprised at how much his quotes resonate in the world of retirement strategy.

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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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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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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 72: Financial Wisdom From Yogi Berra

Yogi Berra was a sports icon and one of the most quotable people to ever live. And when we look at some of his quotes through the right prism, they can teach us some lessons about financial planning. Yogi loved to state the obvious in a funny, quirky way. From “A nickel ain’t worth a…

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