investment strategy

Conventional Wisdom Is Failing You

Conventional wisdom sounds safe, but it can be deceiving. “You can’t go wrong with real estate.” “A mortgage is good debt.” “If your investments aren’t working, just try something else.” Sound familiar? In retirement planning, these rules of thumb can be misleading, or even dangerous. In this episode, Mark unpacks common money myths and shows how blindly following them could derail your retirement strategy.

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Most Overrated? Most Likely to Disappoint? Mark’s Financial Superlatives

In this episode, Mark names the best and worst performers when it comes to financial tools and strategies.

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Grandma’s Financial Wisdom

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.

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Moving Safely into Retirement: Lessons from the Moving Truck

Have you ever faced the daunting task of moving to a new home? The careful packing, the labeling of boxes, and the strategic loading of the moving truck are all important parts of a smooth transition. What if we told you similar principles apply to planning for your retirement? Listen in as Mark and Ron share some of the unexpected similarities between moving houses and financial planning in today’s episode.

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Ep 6: How to Ruin Your Retirement

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.

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