ALL EPISODES

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Ep 7: The Challenges Facing Baby Boomers in Retirement

We work with many, many Baby Boomers so we see and hear the concerns they have heading into retirement. Let’s discuss what challenges are facing this generation and where mistakes often get made during the planning process.

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Ep 6: How to Ruin Your Retirement

After all of the hard work it takes to make it to retirement, why would you go and do anything to jeopardize your finances or your lifestyle? Unfortunately, it happens all too often for a number of different reasons. Today we’ll tell you about some of the most common mistakes people make and what you can do to avoid the same fate.

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Ep 5: How the SECURE Act Impacts Your Retirement

The SECURE Act took effect to start 2020 and it’s the first significant retirement legislation in many years. Let’s look at the key changes to retirement planning and how it might impact your future.

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Ep 4: What They Don’t Teach You In School: Coronavirus Edition

With so many people still fearful of where the economy is headed and worried about how it will impact their finances, it’s time to change your mindset with a pep talk. Mark will speak candidly about our current situation and what it takes to navigate these uncertain times and end up successful.

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Ep 3: Investing Like a Genius

Do you ever wonder what the best investors do that regular people don’t? There are certain traits that all highly-intelligent people possess that separate them from the pack. On this episode, we’ll discuss a few of those characteristics and explain how they apply to financial planning.

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Ep 2: Choosing Between a Traditional vs Roth IRA

The traditional IRA has long been the popular retirement account for investors but the Roth is making up a lot of ground. Let’s explore the differences between the two and help you understand why you might choose one over the other.

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Ep 1: Who We Are and Why We Chose a Podcast

Mark Howard has worked in financial planning for more than three decades and plans to bring that knowledge and experience to the world of podcasting. On this debut episode, we’ll tell you more about Mark, how the business began, and what we have in store for this show.

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