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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. Moving Safely into Retirement: Lessons from the Moving Truck

Moving Safely into Retirement: Lessons from the Moving Truck

Apr 18, 2024

Have you ever faced the daunting task of moving to a new home? The careful packing, the labeling of boxes, and the strategic loading of the moving truck are all important parts of a smooth transition. What if we told you similar principles apply to planning for your retirement? Listen in as Mark and Ron share some of the unexpected similarities between moving houses and financial planning in today's episode.

 

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

  • Like labeling boxes in a move, having a plan for your investment accounts can help you stay on track
  • Certain financial assets, like emergency funds or retirement savings, require extra care and protection
  • Similar to securing items in a moving truck, a well-designed financial plan protects assets from market volatility
  • Rollovers act as the hand trucks of retirement accounts
  • Hiring a professional to alleviate stress and ensure a successful transition

 

Want to get in touch with Mark? 

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