📱 Have questions about your retirement strategy? Connect with Mark to get personalized guidance: 👉 https://retirementhuddle.com/#contact

You’ve heard them your whole life, classic proverbs like “Don’t put all your eggs in one basket” or “A bird in the hand is worth two in the bush.” But did you know these old sayings can teach you a lot about how to prepare for retirement? In this episode, Mark shares timeless truths and what they reveal about financial planning.

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

🔍 Real diversification vs. Wall Street diversification

🌊 “A rising tide lifts all boats”—until it doesn’t

🧺 “Don’t put all your eggs in one basket” (and why that basket may not be protected)

🪙 Custom financial plans > cookie cutters

🧠 Math, logic, and wisdom you can start applying today

Want to get in touch with Mark?

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

Are you losing sleep over your retirement plan? You’re not alone, and this episode breaks down the most common financial pain points keeping retirees up at night. Mark shares the five biggest fears he sees in his own practice, from outliving savings to the crushing cost of long-term care. But more importantly, he offers clear, realistic strategies to turn worry into confidence and overwhelm into action.

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

🚫 Avoiding running out of funds in retirement

🧾 Smart tax planning = more money in your pocket

🏥 How long-term care could drain your savings

💲 The fear of walking away from a steady paycheck

📉 How market crashes can hurt your retirement (and what to do about it)

Want to get in touch with Mark?

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

Retirement isn’t just a financial transition, it’s a complete lifestyle transformation. It marks the beginning of a new chapter that should be filled with purpose, connection, and well-being. In this episode, Mark draws inspiration from The Five People You Meet in Heaven to highlight the five essential people you should meet before you retire. These aren’t just helpful contacts, they’re the difference-makers who can profoundly shape your experience in retirement.

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

📊 Why your advisor should offer more than just investment advice

📜 The estate planning checklist most retirees skip

🛡️ Health insurance gaps & the Medicare maze

🏌️‍♂️ The connection between movement, mood & meaningful aging

🤝 How mentorship can give your retirement purpose

Want to get in touch with Mark?

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