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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: RMD Strategy, Emergency Funds and Long-Term Healthcare

Mailbag: RMD Strategy, Emergency Funds and Long-Term Healthcare

Apr 17, 2025

In this listener Q&A episode, Mark answers some of the questions that keep people up at night, from long-term healthcare without the monthly drain to how much to actually have in your emergency fund. We walk through strategies like Roth conversions, qualified charitable distributions, and alternative ways to cover long-term care costs, all with the goal of keeping more money in your pocket and building a retirement plan that works for your life.

 

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

📉 How to shrink your future RMD tax bill

💸 Emergency fund strategy: 3 months, 6 months, or more?

🛡️ Smarter alternatives to traditional long-term care insurance

🔍 Why your unique situation drives your financial strategy

🧭 Planning retirement with purpose and vision

 

Want to get in touch with Mark? 

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