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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. Unreasonable Retirement Planning Requests

Unreasonable Retirement Planning Requests

Nov 2, 2023

In today’s episode, we’re going to discuss some of the unreasonable requests that can arise during the retirement planning process.  Tune in as we tackle some common misconceptions, dissecting why they may not be feasible, and provide valuable insights on what to expect instead. From desiring high returns with little to no risk to hoping to avoid paying taxes on your IRAs and 401ks, Mark will shed light on the realities of successful retirement planning in today’s talk.

 

Here’s what we’ll discuss in today’s show:

  • "I want to get some bigger returns with little or no risk"
  • Is it reasonable to request a reduction in fees for financial advisory services?
  • “How can I get out of paying taxes on the money in my IRAs, and 401ks?”
  • Why it's crucial for individuals to actively participate in their retirement planning process

 

Want to get in touch with Mark? 

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