With pensions being a thing of the past, and Social Security looking like it might have some changes coming, retirement planning today is nothing like it was for your parents or grandparents. In the past, people often retired and only lived a few years beyond that, but today’s retirees could spend 20, 30, or even 40 years in retirement. And, unless you’re in one of the few jobs that still offer pensions, it’s largely up to you to create and secure your own retirement.

In our fast-paced lives, we often find ourselves juggling multiple priorities, from maintaining a healthy lifestyle to ensuring financial stability. But have you ever considered how these two seemingly distinct aspects of life might share common ground?

In this episode, Mark will give you the questions that can significantly impact your financial future, which is essential for getting on the right track for retirement.

In this episode, we look at finance through a bit of an unconventional, yet enlightening lens. Mark takes the timeless wisdom of Ernest Hemingway to draw parallels and impart valuable lessons for making smarter financial decisions.

Calvin and Hobbes is one of the most timeless comic strips in American history, but is there anything we can learn from Bill Watterson’s masterpiece in the financial realm? Turns out there is, and Mark will draw on wisdom from the comic to highlight several quotes that offer valuable lessons for financial planning.

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.