Mailbag: Loans to Kids, 401(k) Rollovers & Wedding Savings
It’s a Mailbag episode, and Mark’s tackling three real questions from listeners.
It’s a Mailbag episode, and Mark’s tackling three real questions from listeners.
Everyone talks about setting financial goals, but not everyone stops to ask if those goals actually make sense.
Mark breaks down how emotions impact financial decisions and why having a disciplined plan, along with the right advisor, can keep you grounded when it matters most.
Today, Mark walks through the “Seven Deadly Sins” of financial planning and how each one shows up in real life.
Choosing a financial advisor isn’t just about credentials or performance, it’s about trust, communication, and fit.
Mark takes a more discerning look at popular money advice, and why it can sound smart while missing important context.
In this mailbag episode, Mark responds to listener concerns that highlight the uncertainty many people feel as retirement gets closer.
Mark walks through the major financial assets many people take for granted and explains why ignoring them can quietly limit retirement confidence.
In this episode, Mark talks through the habits, products, and decisions that weigh down your money without adding real value.