The Retirement Huddle

Conventional wisdom sounds safe, but it can be deceiving. “You can’t go wrong with real estate.” “A mortgage is good debt.” “If your investments aren’t working, just try something else.” Sound famili…

What do restaurants and retirement planning have in common? More than you might think. In this episode, Mark uses memorable restaurant stories—from the days of smoking vs. non-smoking sections to “pi…

📱 Have questions about your retirement strategy? Connect with Mark to get personalized guidance: 👉 https://retirementhuddle.com/#contact

Remember those high school superlatives? “Most Likely to Suc…

📱 Have questions about your retirement strategy? Connect with Mark to get personalized guidance: 👉 https://retirementhuddle.com/#contact 

You’ve heard them your whole life, classic proverbs like “D…

Are you losing sleep over your retirement plan? You’re not alone, and this episode breaks down the most common financial pain points keeping retirees up at night. Mark shares the five biggest fears h…

Retirement isn’t just a financial transition, it’s a complete lifestyle transformation. It marks the beginning of a new chapter that should be filled with purpose, connection, and well-being. In this…

Retirement is meant to bring peace of mind, but that’s hard to achieve when your plans are based on ideas that aren’t completely true. Too many people head into retirement relying on outdated assumpt…

Most people approach retirement planning with a list of questions in hand, but what if you're asking the wrong questions? In this episode, Mark unpacks why traditional thinking about retirement often…

In this mailbag episode, Mark tackles two listener questions from opposite ends of the retirement spectrum. One faces a potential layoff, and the other dreams of seeing the world. Different situatio…

In this listener Q&A episode, Mark answers some of the questions that keep people up at night, from long-term healthcare without the monthly drain to how much to actually have in your emergency fund.…

For many, the dream of retiring before the traditional age of 65 is appealing, but it comes with its own set of challenges and considerations. In this episode, Mark explores the nuanced challenges of…

Monopoly, Battleship, Risk, and even Candyland. All of these are board games that you may have played with your family or friends at some point or another. But did you know they also hold valuable le…

In ​retirement ​planning, ​there ​are ​a ​lot ​of ​things ​that ​are ​completely ​out ​of ​your ​control. ​Fortunately, ​the ​things ​that ​you ​can ​control ​allow ​you ​to ​deal ​with ​those ​thing…

We’re excited to bring a new mailbag episode to the show! We have two great questions to tackle in today’s episode. First up, Becky asks if it would be crazy to buy a bigger house in retirement to ac…

Today we’re going have a little fun by playing a game of Overrated, Underrated, or Rightly Rated. We’re going to present some financial products or ideas and Mark will tell us which category he think…

Today we’re going to have a little fun on the show by tackling the risks and realities of retirement planning by playing a game called ‘Two Truths and a Lie.’

We’ll challenge common beliefs about inf…

At times in life, we are presented with tough situations. While we can’t always control the situations that are handed to us, we can control how we respond to them. Today, we’ll discuss some challeng…

You never know where good advice will come from, which is what you’ll find out today. Mark is exploring unexpected sources of financial wisdom from unlikely figures like Lindsay Lohan, Rosie O'Donnel…

When it comes to planning for retirement, many people focus on the obvious questions like how much money they need to save or when they should start drawing from their retirement accounts. However, t…

Planning for retirement is, at its core, about creating a reliable income plan. In order to enjoy the retirement you’ve dreamed of, you need to have a clear plan for covering your day-to-day expenses…