Sep 3, 2026
Some retirement beliefs sound reassuring simply because they’ve been repeated for years. Mark challenges several common assumptions and explains why successful retirement planning often requires a closer look at risk, taxes, behavior, and how your portfolio is actually built. Sometimes the biggest improvement comes...
Aug 20, 2026
Betty White may never have officially retired, but her humor and outlook offer several valuable lessons for anyone planning the next stage of life. Today, Mark explores why retirement readiness involves more than building an investment portfolio. A fulfilling plan should help you prepare for change while continuing to...
Aug 6, 2026
For some people, continuing to work is a choice. For others, it is a necessity, or simply the result of not knowing whether retirement is truly possible. Mark explores the financial, social, and emotional reasons why more Americans are remaining in the workforce well into their 60s and 70s. Tune in to hear how...
Jul 16, 2026
Retirement is often treated like the finish line, but it’s really the start of a brand-new phase of life. In this episode, Mark walks through a few common assumptions that can make retirement more difficult than expected and reminds us that retirement takes more than simply reaching a number in your portfolio. A...
Jul 2, 2026
Can classic movie quotes teach valuable retirement lessons? Mark uses memorable lines from iconic films like The Terminator and A Few Good Men to illustrate timeless financial planning principles. From preparing for market volatility and building a retirement income strategy to avoiding cookie-cutter investment plans,...