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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. Mailbag: Is Buying A Bigger Home In Retirement Crazy?

Mailbag: Is Buying A Bigger Home In Retirement Crazy?

Feb 20, 2025

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 accommodate her kids and grandkids and what factors she should consider before making that decision.

Next, Donovan asks what he should focus on now at 45 to prepare for retirement at 60, given that his primary investment is his business and he doesn't have a 401(k). Tune in to hear Mark discuss these important retirement planning questions and offer valuable insights!

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

  • The financial and practical impact of upsizing a home before retirement
  • Assessing your lifestyle goals in retirement
  • How a small business owner can prepare for retirement without a 401(k) plan

Want to get in touch with Mark? 

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