Some retirement beliefs sound reassuring simply because they’ve been repeated for years. 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. Sometimes the biggest improvement comes from questioning what you thought you already knew.

Here’s some of what we discuss in this episode:

💣 Bond Reality: “Safe” needs more context

🧾 Tax Exposure: Future rates remain uncertain

🧠 Investor Behavior: Emotions influence decisions

🎓 Financial Expertise: Intelligence doesn’t always mean specialization

⚠️ Hidden Risk: Diversification can often be misleading

Want to get in touch with Mark?

https://retirementhuddle.com/mark@howardfinancialgroup.com 888-511-7526