The Retirement Huddle

Arnold Schwarzenegger is known for his accomplishments in bodybuilding, acting, and politics, but his quotes offer more than just entertainment. They can provide a unique perspective on financial pla…

Whether you're considering downsizing now that the kids have moved out or weighing the benefits of paying off your mortgage, today's episode dives into how you can make informed, strategic decisions …

When it comes to financial planning and saving for retirement, there’s a lot to know! For instance, what scares people the most about the idea of retiring? Not knowing if they have enough money to la…

We all make mistakes, but when it comes to investing, these errors can feel particularly daunting. Today, we delve into practical strategies to not only recover from investment mistakes but also to b…

When it comes to retirement planning, financial advisors can be a huge asset as you work towards the next chapter of life. But that doesn’t mean every relationship with an advisor is perfect. In this…

Retirement is often compared to a marathon, and for good reason. Just like marathon training, retirement planning requires meticulous preparation, a diversified strategy, and a clear understanding of…

Join Mark as he draws the parallels between popular quotes you might have heard your grandmother say and the financial decisions that need to be made during the planning process.

This episode offers …

The timeless wisdom of Mark Twain is always worth a listen. Join us as we analyze some of Twain’s most famous quotes through the lens of a financial advisor! We’ll have a laugh at Twain’s quick wit a…

Are you making rookie mistakes when it comes to planning for your retirement? Even those with strong experience in investing can make silly mistakes from time to time. Join Mark as he discusses some …

How can you walk off a winner into retirement? Listen in as Mark dives into the key areas of retirement planning through the lens of America’s pastime.

Here’s some of what we discuss in this episod…

Saving in your 401K can be an easy and painless way to build your retirement savings. But are you making the most of yours? Listen in as Mark breaks down the common pitfalls many people fall into wit…

When it comes to retirement planning, one critical aspect that’s often overlooked is the designation of beneficiaries. It's not just about who you want to inherit your assets; it's about making sure …

Conventional wisdom says you can’t put toothpaste back in the tube. That is to say, once the deed is done, there’s no taking it back. There are many decisions in retirement planning that can’t be und…

Have you ever faced the daunting task of moving to a new home? The careful packing, the labeling of boxes, and the strategic loading of the moving truck are all important parts of a smooth transition…

There are certain rules of thumb in the financial industry, many of which you might’ve heard of. For example, the “Rule of 100” or the “4% Rule” might sound familiar to you. But how helpful are these…

Welcome back to the Retirement Huddle podcast! In today’s episode, we’re exploring the timeless wisdom of Oscar Wilde. Celebrated as one of the English language's most quotable figures, he offers us …

One of the topics we discuss pretty frequently here on the show is life insurance. While it may not be the most exciting subject, there are several reasons why life insurance might be useful as part …

Today we’re diving into the world of retirement planning through the lens of one of history’s most iconic figures, Winston Churchill. While many of us know Churchill for his leadership during World W…

Far too often, people aren’t receiving the advice they truly need from their financial advisors. It's not uncommon for financial professionals to focus solely on managing investments, overlooking the…

In today’s conversation, we’re going to focus on six key reasons why a Roth conversion might be a game-changer for your financial future. As the dreaded April 15 tax deadline approaches, Mark is here…