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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. What Your Advisor Might Be Missing

What Your Advisor Might Be Missing

Feb 1, 2024

Far too often, people aren’t receiving the advice they truly need from their financial advisors. It's not uncommon for financial professionals to focus solely on managing investments, overlooking the broader context of clients' aspirations, dreams, and lifestyle goals. Tune in to discover what your advisor might be missing…

 

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

  • Does your advisor talk to you about taxes?
  • Is your advisor evaluating the fees and costs of your investments?
  • Are you having conversations about your retirement income?
  • Is your advisor helping you understand the target and goal for each of your invested dollars?
  • Are you talking about and planning for your legacy goals?

 

The 7 Habits of Highly Effective People:

https://www.amazon.com/Habits-Highly-Effective-People-Powerful/dp/0743269519

 

Want to get in touch with Mark? 

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