Retirement Strategy

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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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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Ep 55: Planning Your Retirement Like a Vacation

It’s often said that the average person spends more time planning vacations than planning retirement. Today we’re going to plan for retirement by pretending like we’re planning a vacation.

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Ep 54: Money Lies We Tell Ourselves

We’re all guilty of telling ourselves money lies from time to time. The lies we tell can change the way we think and act when it comes to finances. Are you guilty of any of these specific money lies?

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Ep 53: DIY Financial Planning

People love do-it-yourself projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design and how to do those things without professional help. Today we’re talking about the DIY mentality in retirement planning.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Ep 28: Retirement Decisions That Can’t Be Undone

Some decisions you make are hard to go back to change, and some you can’t change at all. And there are many decisions in retirement planning that can’t be undone, so you want to make sure that you make the right call.

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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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