Month: December 2025

Mailbag: DIY Financial Planning, Stock Picking and Taking Risk

In this special Mailbag episode, Mark responds to real listener questions that get to the heart of retirement planning. The conversation explores how risk changes in retirement, why income reliability matters more than market timing, and how to balance financial efficiency with peace of mind. Mark also explains why working with the right advisor can add value even when you feel financially secure.

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The Retirement Barista: What Your Coffee Order Says About Your Investments

Your coffee order might say something about your personality- but what does it say about your investment portfolio? In this episode of The Retirement Huddle, Mark uses a fun coffee-shop analogy to explain how different investor behaviors show up in real life- from playing it too safe to chasing the latest hype.

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Mailbag: Pensions, Giving Strategies & Gold in Retirement

Curious if you might be making the same mistakes as the worst investors? If you want better results, start by avoiding the habits that wreck the worst portfolios.

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