What if your fortune cookie actually held financial wisdom? In this fun and insightful episode, Mark cracks open a few "financial fortune cookies" and translates their mysterious messages into practical retirement lessons. Mark shares how these bite-sized philosophies, like staying calm in a volatile market and knowing when to protect what you've built, can guide smarter decision-making.

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

📝 How having a plan removes emotion from investing

⚖️ When it's time to shift from growth to preservation

🧘 "Accept what you cannot change" and focusing on what you control

🧠 Why logic beats emotion in financial planning

🏆 How having a trusted advisor keeps your plan on track

Want to get in touch with Mark?

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

The first year of retirement is a major milestone, one that can feel both exciting and intimidating. In this episode, Mark unpacks what really happens once the paychecks stop and the portfolio withdrawals begin. For many retirees, those early "go-go years" are when the bucket list calls, travel, hobbies, and experiences you've been waiting decades to enjoy. But striking the balance between spending freely and protecting your nest egg is often harder than expected.

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

💸 The Psychology of First Withdrawals

⚖️ Avoid Becoming the "Richest Person in the Cemetery"

📅 Create your own "retirement paycheck" with purpose

🎯 Retire TO something, not just FROM something

Want to get in touch with Mark?

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

It's been 60 years since Beatlemania took America by storm. But beyond the screaming crowds and legendary performances, some of their lyrics still carry timeless wisdom, even when it comes to your financial life. In this episode, Mark takes a magical mystery tour through classic Beatles songs and uncover what they can teach us about retirement planning.

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

🎸 Let It Be: avoid emotional moves when markets get volatile

🕰️ Why planning "yesterday" makes all the difference

🔄 Get Back: life setbacks happen, but you can return to your plan

👋 Hello, Goodbye: saying goodbye to work, hello to retirement

🤝 Retirement success means coming together with a strategy

Want to get in touch with Mark?

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