The Things You Can Control in Retirement
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.
Read Moretaxes
Finding The Silver Linings In Challenging Financial Circumstances
At times in life, we are presented with tough situations. While we can’t always control the situations that are handed to us, we can control how we respond to them. Today, we’ll discuss some challenging financial situations- such as market crashes, capital gains taxes, and even job loss- and instead of dwelling on the negatives, we’ll focus on finding the silver linings!
Read MoreFinancial Questions That Are Difficult To Answer
Welcome back to The Retirement Huddle podcast! In today’s episode, Mark is going to tackle some of the unanswerable questions that often pop up when planning for retirement. From predicting market crashes to navigating the uncertain landscape of future taxes, stay tuned for insights on building a robust retirement plan that stands the test of time.
Read More
Lesser Known Social Security Facts
Social Security is a big part of what we discuss with clients on a daily basis because the majority of us will rely on this retirement benefit for income after we’ve stopped working. Despite its importance to planning, there’s a lot that the average person doesn’t know about Social Security.
Read More
Ep 66: Overrated Concepts in the Financial World
Many things in the financial world are critical to your future financial success. But not everything is all it’s cracked up to be. For example, saving money on taxes is wonderful. You don’t want to pay Uncle Sam any more than you have to. But that shouldn’t be the primary advantage of an investment. From…
Read More
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.
Read More
Ep 47: Financial Wisdom From Shaq
What can basketball star Shaquille O’Neal teach us about retirement planning? Quite a bit. Let’s examine some of his famous quotes and how they can apply to your life.
Read More
Ep 43: Rolling Over Your 401ks Into IRAs
We often talk about the importance of not leaving a 401k with your old company after you no longer work there. But what are the main benefits of rolling an old 401k into an IRA? We’ll explain on today’s show.
Read More
Ep 42: What We Wish You Knew About the Financial Industry
As financial professionals, there are things that we wish everyone knew and understood about the financial industry. Today we are going to share some of the tricks that sometimes get played and how to spot them.
Read More
Ep 26: Agree or Disagree With These Financial Strategies?
Should you always pay off your house as soon as you can? Do you need life insurance when you retire? Find out if we agree or disagree with these financial strategies.
Read More
Ep 20: Is Your Advisor Doing This?
Does your financial advisor look at your tax returns? What about the fees in your in-vestments? We’ll explain how your advisor should be helping you.
Read More
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 More
Ep 10: 5 Types of Financial Risks
Most people don’t know what types of risk they should guard against in their finan-cial planning. We break down five risks and how to address them. Plus, Mark an-swers your mailbag questions.
Read More
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.
Read More
Ep 2: Choosing Between a Traditional vs Roth IRA
The traditional IRA has long been the popular retirement account for investors but the
Roth is making up a lot of ground. Let’s explore the differences between the two and
help you understand why you might choose one over the other.
The 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
October 1, 2026
September 17, 2026
September 3, 2026
August 20, 2026
August 6, 2026
July 16, 2026
July 2, 2026
June 18, 2026
June 4, 2026
May 21, 2026
Search Results placeholder
Recent Comments