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.

What does The Wizard of Oz have to teach us about smart financial planning? More than you might think! In this episode, Mark uses the timeless lessons of Dorothy and the Yellow Brick Road to explain why a clear financial plan matters- and why “winging it” rarely works. Just like the journey to the Emerald City, retirement planning requires direction, flexibility, and the ability to adjust when obstacles pop up along the way.

The doctor is in! Most people worry about small financial details while ignoring the big issues that can quietly derail retirement. In this episode, Mark introduces a series of “financial diseases” that show up when planning gaps go un-checked.