financial advisor

Retirement Lessons Hidden in Famous Movie Quotes

July 2, 2026

Can classic movie quotes teach valuable retirement lessons?

The Financial Reality of Losing a Spouse

June 4, 2026

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.

Mailbag: DIY Financial Planning, Stock Picking and Taking Risk

December 31, 2025

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.

Five People You Meet In Retirement

June 19, 2025

Retirement is meant to bring peace of mind, but that’s hard to achieve when your plans are based on ideas that aren’t completely true.

Game Night: What We Can Learn About Financial Planning From Board Games

March 20, 2025

Monopoly, Battleship, Risk, and even Candyland. All of these are board games that you may have played with your family or friends at some point or another. But did you know they also hold valuable lessons for your financial life?

Common Complaints Around Financial Advising

September 5, 2024

In this episode, dive into the most common complaints people have about their financial advisors.

Are You Making These Rookie Mistakes When It Comes to Investing?

July 2, 2024

Are you making rookie mistakes when it comes to planning for your retirement? Even those with strong experience in investing can make silly mistakes from time to time, join Mark as he discusses some common things that can trip people up.

What Can We Learn About Retirement Planning From Baseball?

June 20, 2024

How can you walk off a winner into retirement? Listen in as Mark dives into the key areas of retirement planning through the lens of America’s pastime.

Are You Making Any Of These 401(k) Mistakes?

June 6, 2024

Saving in your 401K can be an easy and painless way to build your retirement savings. But are you making the most of yours? Listen in as Mark breaks down the common pitfalls many people fall into with their 401(k) plans in today’s episode.

Financial Rules of Thumb: How Helpful Are They?

April 4, 2024

There are certain rules of thumb in the financial industry, many of which you might’ve heard of. For example, the “Rule of 100” or the “4% Rule” might sound familiar to you. But how helpful are these rules of thumb in real-life planning?

Retirement Planning with Oscar Wilde

March 21, 2024

Welcome back to the Retirement Huddle podcast! In today’s episode, we’re exploring the timeless wisdom of Oscar Wilde. Celebrated as one of the English language’s most quotable figures, he offers us a unique lens to explore financial wisdom.

What Your Advisor Might Be Missing

February 1, 2024

Far too often, people aren’t receiving the advice they truly need from their financial advisors. It’s not uncommon for financial professionals to focus solely on managing investments, overlooking the broader context of clients’ aspirations, dreams, and lifestyle goals. Tune in to discover what your advisor might be missing…

Unreasonable Retirement Planning Requests

November 2, 2023

In today’s episode, we’re going to discuss some of the unreasonable requests that can arise during the retirement planning process. Tune in as we tackle some common misconceptions, dissecting why they may not be feasible, and provide valuable insights on what to expect instead. From desiring high returns with little to no risk to hoping to avoid paying taxes on your IRAs and 401ks, Mark will shed light on the realities of successful retirement planning in today’s talk.

Retirement Planning With Forrest Gump

October 19, 2023

The classic film, Forrest Gump, is filled with loads of memorable lines that many of us know and love. In today’s episode, we’re going to explore the unexpected financial lessons that are hidden within this iconic movie. Listen in as we discuss the importance of putting the past behind you, making informed decisions, planning for the unexpected, and much more.

Why Mark Does What He Does

September 21, 2023

Have you ever wondered why Mark works in the financial planning business? What drove him to start Howard Financial Group? In this episode, Mark opens up and shares his influences, dreams, and goals to help you get to know why he’s so passionate about what he does every day.

Ep 9: 5 Classic Pre-Retiree Mistakes

July 16, 2020

Everyone gets tripped up by mistakes in retirement planning and sometimes they’re unavoidable. But many times we see pre-retirees make bad decisions that hurt their financial future and they could have steered clear of these with a little assistance. Let’s look at the classic mistakes that we see before answering a few mailbag questions.

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