estate planning

The Financial Reality of Losing a Spouse

Losing a spouse is one of life’s most difficult experiences, and for many people, it also creates a wave of financial questions and uncertainty.

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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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On the House: Home Decisions in Retirement

Whether you’re considering downsizing now that the kids have moved out or weighing the benefits of paying off your mortgage, today’s episode dives into how you can make informed, strategic decisions about your home that align with your broader retirement goals.

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Common Beneficiary Mistakes To Avoid

When it comes to retirement planning, one critical aspect that’s often overlooked is the designation of beneficiaries. It’s not just about who you want to inherit your assets; it’s about making sure that your wishes are carried out smoothly and without legal complications. Let’s talk about some of the common mistakes we see people make when it comes to the beneficiaries of their accounts…

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Ep 12: Top 6 Retirement Google Searches

Mark breaks down the top six financial topics that people search on Google and what you should know about them.

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