financial advisor

Financial Rules of Thumb: How Helpful Are They?

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?

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Retirement Planning with Oscar Wilde

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.

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What Your Advisor Might Be Missing

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…

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Unreasonable Retirement Planning Requests

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.

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Retirement Planning With Forrest Gump

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.

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Why Mark Does What He Does

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.

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Ep 9: 5 Classic Pre-Retiree Mistakes

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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