We’re excited to bring a new mailbag episode to the show! We have two great questions to tackle in today’s episode. First up, Becky asks if it would be crazy to buy a bigger house in retirement to accommodate her kids and grandkids and what factors she should consider before making that decision.
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Today we’re going to have a little fun on the show by tackling the risks and realities of retirement planning by playing a game called ‘Two Truths and a Lie.’
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Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah.
Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron’s, South Magazine and several other publications. He has also been featured on the Savannah Morning News.
In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country.
To get your own Financial Game Plan, contact Mark today at 888-511-PLAN (7526) or go to HowardFinancialGroup.com
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
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