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Mark’s Unpopular Opinions

Retirement Investing Planning


On This Episode

In the realm of personal finance, there's no shortage of advice- some of it good, some of it not so much. 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. He isn’t afraid to challenge some of these opinions, especially in areas where he believes mainstream advice falls short. Listen in as he shares his thoughts on financial risk, handling debt, annuities, and more.

Here's what we'll discuss in today's show:

  • The appropriate amount of risk for a retiree or pre-retiree
  • The appropriate use of life insurance
  • How to handle debt
  • Whether or not to pay off the house
  • The appropriate use of annuities
  • The appropriate use of mutual funds
  • How much money to have in cash

Thanks for joining us! We’ll be back for another show every other Thursday.

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