retirement planning

Financial Planning with Mark Twain

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.

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

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.

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What Can We Learn About Retirement Planning From Baseball?

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.

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Common Beneficiary Mistakes To Avoid

When it comes to retirement planning, one critical aspect that’s often overlooked is the designation of beneficiaries. It’s not just about who you want to inherit your assets; it’s about making sure that your wishes are carried out smoothly and without legal complications. Let’s talk about some of the common mistakes we see people make when it comes to the beneficiaries of their accounts…

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Irreversible Decisions in Retirement Planning

Conventional wisdom says you can’t put toothpaste back in the tube. That is to say, once the deed is done, there’s no taking it back. There are many decisions in retirement planning that can’t be undone, and in today’s episode, we’re going to explore some of them.

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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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Retirement Planning with Winston Churchill

Today we’re diving into the world of retirement planning through the lens of one of history’s most iconic figures, Winston Churchill. While many of us know Churchill for his leadership during World War II, you might be surprised at how much his quotes resonate in the world of retirement strategy.

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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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Six Reasons to Consider Roth Conversions

In today’s conversation, we’re going to focus on six key reasons why a Roth conversion might be a game-changer for your financial future. As the dreaded April 15 tax deadline approaches, Mark is here to share why this strategic tax approach makes sense for just about everyone and is a great retirement vehicle to consider.

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How The Howard Financial Group Process Works

Have you ever wondered what happens when you decide to give us a call? In this episode, we’re pulling back the curtain to give you an inside look at how we guide our listeners through the preliminary process at Howard Financial Group.

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The Financial Cereal Bowl

What can our favorite cereals teach us about financial planning? Much like selecting cereal, choosing financial products involves a myriad of options, each with its own set of benefits and drawbacks. From healthy and sensible choices to the flashy and appealing, Mark and Ron draw parallels between cereal selection and financial decision-making in today’s episode.

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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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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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Ep 68: The Desire to Retire

Different people have different levels of desire when it comes to finding their retirement date. Today we’re exploring these different levels of desire. Which of these statements below sounds most like you and your retirement plan? Here’s some of what you’ll learn on this episode: I don’t see myself ever retiring. I love what I…

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Ep 58: A Message For The Good Savers

So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily.

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Ep 56: Challenging Conventional Wisdom in Finance

Conventional wisdom isn’t always so wise. Today we’re discussing a few examples where financial conventional wisdom might lead you astray.

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Ep 55: Planning Your Retirement Like a Vacation

It’s often said that the average person spends more time planning vacations than planning retirement. Today we’re going to plan for retirement by pretending like we’re planning a vacation.

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Ep 54: Money Lies We Tell Ourselves

We’re all guilty of telling ourselves money lies from time to time. The lies we tell can change the way we think and act when it comes to finances. Are you guilty of any of these specific money lies?

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