The Beatles Retirement: All You Need Is A Plan
In this episode, Mark takes a magical mystery tour through classic Beatles songs and uncover what they can teach us about retirement planning.
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The 5 Biggest Pain Points in Retirement
Are you losing sleep over your retirement plan? You’re not alone, and this episode breaks down the most common financial pain points keeping retirees up at night. Mark shares the five biggest fears he sees in his own practice, from outliving savings to the crushing cost of long-term care. But more importantly, he offers clear, realistic strategies to turn worry into confidence and overwhelm into action.
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Mailbag: RMD Strategy, Emergency Funds and Long-Term Healthcare
In this listener Q&A episode, Mark answers some of the questions that keep people up at night, from long-term healthcare without the monthly drain to how much to actually have in your emergency fund. We walk through strategies like Roth conversions, qualified charitable distributions, and alternative ways to cover long-term care costs, all with the goal of keeping more money in your pocket and building a retirement plan that works for your life.
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Important Retirement Questions That Aren’t Always Being Asked
Discover strategies to manage downsizing, taxes, and social security changes, and learn how to prepare for long-term care.
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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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Financial Planning Pop Quiz
When it comes to financial planning and saving for retirement, there’s a lot to know!
As we go through our multiple-choice quiz, Mark shares more of his insight and expertise regarding common fears and concerns retirees often have. Find out if you answer the quiz the same way Mark does and learn more about how you can be mindful and strategic about your financial future.
Surprising Uses For Life Insurance
One of the topics we discuss pretty frequently here on the show is life insurance. While it may not be the most exciting subject, there are several reasons why life insurance might be useful as part of your retirement plan. Stay tuned as we explore the diverse benefits of life insurance in this episode.
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Navigating Retirement Income Gaps
In this episode of “The Retirement Huddle,” we’re diving into the world of retirement income gaps. Mark shares his insights on the different types of gaps individuals may encounter during retirement and how to effectively prepare for them. From the paycheck gap to the widow’s gap, we’ll discuss the importance of having a comprehensive income strategy to ensure financial stability and peace of mind in retirement.
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Long-Term Care Planning
On the list of dozens of retirement-related concerns, how high on the list does the potential need for long-term care rank for you? If you live long enough, chances are you will need extra medical help, and those expenses can add up quickly. On today’s show, we’ll share some questions you should consider when deciding whether you need long-term care insurance.
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Crisis or Opportunity?
Where some people see a crisis, others see an opportunity. Some of it has to do with your mindset, and some of it might have to do with the circumstances of your life. Whether you’re navigating a market crash, have an empty nest, or get laid off, we’ll explain the good and bad that can come from these life experiences.
Read MoreEp 50: Are You Asking the Wrong Questions About Your Finances?
A lot of people have questions about their retirement plan, but you might be asking the wrong questions. We’ll share some common wrong questions and what better questions might be.
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Ep 37: Mailbag – Social Security, 401k Investments and Long-Term Care
Today, we’re answering your mailbag questions. Up first, Beth wants to know if it was a mistake to take Social Security early. We’ll also answer your questions about 401k investments and long-term care.
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Ep 11: Don’t Make These Assumptions About Retirement
Are you making assumptions about your retirement and what it will look like? Mark breaks down some of the expectations people have and where you can go wrong.
Read MoreThe Retirement Huddle
The Retirement Huddle
Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah.
Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron’s, South Magazine and several other publications. He has also been featured on the Savannah Morning News.
In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country.
To get your own Financial Game Plan, contact Mark today at 888-511-PLAN (7526) or go to HowardFinancialGroup.com
5 Tax Strategies to Consider Before Year-End
Waiting until tax season to think about taxes is often too late. Many of the best opportunities require planning before the calendar year ends.
In this episode, Mark breaks down several strategies that may help reduce taxes over time, including donor-advised funds, SEP IRAs, HSAs, withholding adjustments, RMD planning, and qualified charitable distributions.
Here’s some of what we discuss in this episode:
💝 Bundle Giving: Donor-advised funds can improve charitable deductions
💼 Use SEP IRAs: Self-employed income may open another tax-saving opportunity
🧾 Check Withholding: Avoid giving the government too much all year
🏥 Use the HSA: Triple tax benefits can be powerful
📆 Plan RMDs Early: Don’t wait until December
Want to get in touch with Mark?
https://retirementhuddle.com/mark@howardfinancialgroup.com 888-511-7526
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