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The Retirement Huddle

The Retirement Huddle

De : Mark Howard
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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.comCopyright Mark Howard 2022 Economie Finances privées Réussite personnelle
Épisodes
  • 5 Tax Strategies to Consider Before Year-End

    5 Tax Strategies to Consider Before Year-End
    Oct 1 2026

    Waiting until tax season to think about taxes is often too late. Many of the best opportunities require planning before the calendar year ends.

    In this episode, Mark breaks down several strategies that may help reduce taxes over time, including donor-advised funds, SEP IRAs, HSAs, withholding adjustments, RMD planning, and qualified charitable distributions.

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

    💝 Bundle Giving: Donor-advised funds can improve charitable deductions

    💼 Use SEP IRAs: Self-employed income may open another tax-saving opportunity

    🧾 Check Withholding: Avoid giving the government too much all year

    🏥 Use the HSA: Triple tax benefits can be powerful

    📆 Plan RMDs Early: Don't wait until December

    Want to get in touch with Mark?

    https://retirementhuddle.com/
    mark@howardfinancialgroup.com
    888-511-7526
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    13 min
  • Mailbag: Social Security Rules, ESG Investing, and REIT Pitfalls

    Mailbag: Social Security Rules, ESG Investing, and REIT Pitfalls
    Sep 17 2026

    Retirement decisions often get complicated when one rule, product, or investment idea starts driving the entire conversation. Mark answers listener questions about Social Security earnings, ESG investing, and REITs while bringing each topic back to the bigger retirement picture. The common thread is simple: start with the plan, then decide which tools actually belong in it.

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

    💼 Seasonal Work: Social Security earnings rules deserve context

    🌱 ESG Investing: Values can limit diversification

    🧭 Plan First: Strategy should drive decisions

    🏢 REIT Risks: Liquidity and fees matter

    🧩 Planning Mindset: Products should serve goals

    Want to get in touch with Mark?

    https://retirementhuddle.com/
    mark@howardfinancialgroup.com
    888-511-7526
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    16 min
  • Retirement Truth Bombs: Your Biggest Financial Blind Spots

    Retirement Truth Bombs: Your Biggest Financial Blind Spots
    Sep 3 2026

    Some retirement beliefs sound reassuring simply because they've been repeated for years. Mark challenges several common assumptions and explains why successful retirement planning often requires a closer look at risk, taxes, behavior, and how your portfolio is actually built. Sometimes the biggest improvement comes from questioning what you thought you already knew.

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

    💣 Bond Reality: "Safe" needs more context

    🧾 Tax Exposure: Future rates remain uncertain

    🧠 Investor Behavior: Emotions influence decisions

    🎓 Financial Expertise: Intelligence doesn't always mean specialization

    ⚠️ Hidden Risk: Diversification can often be misleading

    Want to get in touch with Mark?

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