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The Retirement Huddle

Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah.

Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News.

In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country.

To get your own Financial Game Plan, contact Mark today at 888-511-PLAN (7526) or go to HowardFinancialGroup.com.

  1. All Episodes
  2. Ep 20: Is Your Advisor Doing This?

Ep 20: Is Your Advisor Doing This?

Jan 7, 2021

Does your financial advisor look at your tax returns? What about the fees in your investments? We’ll explain how your advisor should be helping you.

 

Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-20-is-your-advisor-doing-this/340/ 

 

What we discuss on this episode: 

1:28 – Reviewing tax returns

3:06 – Evaluating fees and costs in investments

4:36 – Discussing and planning retirement income

6:22 – Clarify target and goal for invested dollars

7:47 – Reviewing family goals and legacy plans