investing

The Things You Can Control in Retirement

March 6, 2025

With so many variables out of our control, it’s essential to focus on what we can manage to ensure a peaceful and financially secure retirement.

Two Truths And A Lie

January 16, 2025

Today we’re going to have a little fun on the show by tackling the risks and realities of retirement planning by playing a game called ‘Two Truths and a Lie.’

Financial Wisdom From Unlikely Sources

December 19, 2024

You never know where good advice will come from, which is what you’ll find out today.

The Essentials Of Income Planning

November 21, 2024

Planning for retirement is, at its core, about creating a reliable income plan. In order to enjoy the retirement you’ve dreamed of, you need to have a clear plan for covering your day-to-day expenses. In this episode, Mark will break down some of the key aspects of income planning for your retirement.

Running The Retirement Marathon

August 15, 2024

Just like marathon training, retirement planning requires meticulous preparation, a diversified strategy, and a clear understanding of your goals.

Grandma’s Financial Wisdom

August 1, 2024

Join Mark as he draws the parallels between popular quotes you might have heard your grandmother say and the financial decisions that need to be made during the planning process.

Financial Planning with Mark Twain

July 18, 2024

The timeless wisdom of Mark Twain is always worth a listen. Join us as we analyze some of Twain’s most famous quotes through the lens of a financial advisor! We’ll have a laugh at Twain’s quick wit and shed light on the complexities of retirement planning in today’s unpredictable world.

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.

Ep 64: Retirement Planning With Mr. Miyagi

November 3, 2022

Do you remember the movie, The Karate Kid? Mr. Miyagi was the legendary Karate Kid mentor and famously said, “Wax on. Wax off.” He helped the karate kid, but his advice can also help you with your finances. Today we’ll take a trip down memory lane and learn about money management at the same time….

Ep 63: Mailbag: Money From Grandma and ETFs vs. Mutual Funds

October 20, 2022

We’re opening up the mailbag today to answer your questions. We got a lot of good feedback and had some interesting questions come in. On today’s show, we’ll share whether you should have a budget when you retire and live on a fixed income, whether ETFs are better than mutual funds, and more. Today’s Rundown:…

Ep 57: The Weaknesses in 401(k) Accounts

July 21, 2022

The 401(k) and other employer-sponsored retirement plans can be a great tool to save for retirement but they aren’t perfect. Identifying the weaknesses within these accounts will help you better invest for your future.

Ep 49: Do You Want to Retire Early?

March 17, 2022

Sometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We’ll share some challenges they face and how to know if early retirement is for you.

Ep 8: Financial Forecast: How Planning is Like the Weather

July 2, 2020

Financial lessons can be found everywhere you look, even on The Weather Channel. Today we’re taking four common weather terms and finding the equivalent in retirement planning.

Ep 6: How to Ruin Your Retirement

June 4, 2020

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.

Ep 5: How the SECURE Act Impacts Your Retirement

May 21, 2020

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.

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

May 7, 2020

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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