Should You Downsize in Retirement? Factors to Consider
Mark reveals why moving to a smaller home isn’t always a money-saver, digging into costs like mortgages, HOA fees, and property taxes.
Mark reveals why moving to a smaller home isn’t always a money-saver, digging into costs like mortgages, HOA fees, and property taxes.
In this episode, Mark takes a practical look at the challenges retirees face and how to prepare for them with confidence.
We’ve all heard sayings like “real estate never fails” or “a mortgage is good debt.” But is conventional wisdom always wise?
In today’s mailbag, Mark answers three real listener questions. First, when it’s time to replace a car, is it smarter to use your emergency fund, pull from an IRA, or finance with a monthly payment? Next, a recent college grad asks how much she should realistically save each month toward retirement, a home, and future travel. Finally, a listener approaching retirement wonders if having less than a million dollars saved is enough to live comfortably.
In this episode, Mark shares real-world “financial disaster” scenarios he’s seen and how to keep them from happening to you.
In this episode, Mark talks about making smart choices before money becomes a source of stress. It’s not just about cutting back or saying no, it’s about understanding how each decision fits into the bigger picture.
Wedding bells are ringing, but are the money talks happening? In this episode, Mark offers essential financial advice for newlyweds and remarried couples alike.
In this episode, Mark explores some of the most dangerous mental traps he’s seen people fall into during their financial journey, and how to avoid them.
In the book The Five People You Meet in Heaven, a man arrives in heaven and encounters five different people who impacted his journey and gave meaning to his life. Today, Mark talks about the five people you should be meeting right before you retire