Mailbag: Social Security Rules, ESG Investing, and REIT Pitfalls

Mark answers listener questions about Social Security earnings, ESG investing, and REITs while bringing each topic back to the bigger retirement picture.

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

💼 Seasonal Work: Social Security earnings rules deserve context

🌱 ESG Investing: Values can limit diversification

🧭 Plan First: Strategy should drive decisions

🏢 REIT Risks: Liquidity and fees matter

🧩 Planning Mindset: Products should serve goals

Retirement decisions often get complicated when one rule, product, or investment idea starts driving the entire conversation. Mark answers listener questions about Social Security earnings, ESG investing, and REITs while bringing each topic back to the bigger retirement picture. The common thread is simple: start with the plan, then decide which tools actually belong in it.