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More Episodes & Show Notes Below


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Mailbag: Final Expense Insurance, RMDS, And More

In today’s episode, Mark is going to answer some mailbag questions sent in by listeners like you. One listener asks if it's worth buying final expense insurance. Another listener seeks guidance on the best approach to taking Required Minimum Distributions (RMDs) from their retirement accounts. Mark provides insightful answers to these questions and more, shedding light on various financial planning strategies and considerations along the way.

Retirement Planning
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Signs of Good Financial Health

In today’s episode, we’re going to cover some signs of good financial health. Listen in as Mark covers four essential areas that lay the foundation for a secure retirement. We’ll chat about the importance of spending less than you make, understanding the future tax implications of your savings, crafting a comprehensive retirement income plan, and more.

Retirement Investing Planning
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The Three Worlds of Money

When you break it down to the most basic level, there are really three worlds of money that we utilize for financial planning: banking, insurance, and Wall Street. Each of these worlds has a distinct purpose and role in helping you prepare for retirement. Let’s talk about the pros and cons of each and how we use them to design a portfolio.

Investing Planning
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Putting Things Off In Retirement Planning

There are lots of financial decisions that people tend to push off to a later date. Usually, procrastination is not your friend, but in today’s episode, we’re going explore whether putting off certain financial matters is a good or bad strategy. Stay tuned as we chat about deferring taxes, eliminating debt, setting up legal and estate documents, and more!

Retirement Investing Planning
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Lesser-Known Facts About Social Security

Social Security is a complex system that impacts nearly everyone’s financial future. Despite its importance, there’s a lot that the average person doesn’t know or understand about it. Today we’re going to explore some of these lesser-known facts so that you can make the most informed decisions for your financial future.

Retirement Planning
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