From taking out the trash to cleaning out the fridge, Mark provides insightful advice on maintaining a well-diversified portfolio, updating beneficiaries, and the importance of periodic maintenance.

Can you imagine how difficult it would be for a placekicker if the goalposts suddenly shifted just as they were about to kick? In the same sense, how can we expect to achieve our financial goals if we're constantly shifting the targets?

It’s been said that “the sales brochure giveth and the fine print taketh away.” In the financial world, glossy brochures and enticing sales pitches often conceal ugly hidden truths. Join us in today’s episode as we highlight why it’s so important to understand the fine print before making any investment decisions.

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. Let’s discuss some areas where Mark’s opinions might not be popular with other people in the financial industry.

A recent study revealed that 19% of Americans over the age of 65 are still working, which is twice as high as it was 30 years ago. Today, we’ll explore some of the reasons behind this statistic.

We like to approach financial conversations from a creative angle here on the show. So, in today’s episode, we’re exploring the timeless wisdom of past presidents. Join Mark as he takes five famous quotes from influential figures such as George Washington and Ronald Reagan and shares how their wisdom applies to financial planning.

In today's uncertain financial landscape, it's easy to feel like you're rolling the dice when it comes to retirement plan-ning. With rising costs and unexpected expenses to account for, leaving your financial future to chance isn't a risk worth taking. Join us on this episode as we dive into the importance of strategic retirement planning.

Does retirement planning sometimes sound like Greek to you? Turns out, that's not always a bad thing. Join us as we take a step back in time and explore the timeless wisdom of Aristotle in today’s episode.

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.