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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. How to Make Your First Retirement Year a Success

How to Make Your First Retirement Year a Success

Oct 2, 2025

The first year of retirement is a major milestone, one that can feel both exciting and intimidating. In this episode, Mark unpacks what really happens once the paychecks stop and the portfolio withdrawals begin. For many retirees, those early “go-go years” are when the bucket list calls, travel, hobbies, and experiences you’ve been waiting decades to enjoy. But striking the balance between spending freely and protecting your nest egg is often harder than expected.

Here’s some of what we discuss in this episode:

💸 The Psychology of First Withdrawals

⚖️ Avoid Becoming the “Richest Person in the Cemetery”

📅 Create your own “retirement paycheck” with purpose

🎯 Retire TO something, not just FROM something

Want to get in touch with Mark? 

https://retirementhuddle.com/
mark@howardfinancialgroup.com
888-511-7526