Today we’re going have a little fun by playing a game of Overrated, Underrated, or Rightly Rated. We’re going to present some financial products or ideas and Mark will tell us which category he thinks they fall into.

Join us as we discuss the importance of financial planning for retirement, including the benefits of setting up a Roth IRA and making consistent contributions. We’ll also explore the overrated and underrated aspects of various financial concepts, such as tax refunds, mortgage payoff strategies, and variable annuities.

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

• Why getting a tax refund is overrated.
• What does Mark think about the movie ‘Gone With The Wind?’
• Should you pay your mortgage of early or wait?
• Why Mark feels like variable annuities are overrated.
• The opinions on Roth IRAs can swing in both directions.

Want to get in touch with Mark?

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

Today we’re going to have a little fun on the show by tackling the risks and realities of retirement planning by playing a game called ‘Two Truths and a Lie.’

We’ll challenge common beliefs about inflation, interest rates, and emergency funds by explaining what’s true and what is actually a myth.

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

• Bonds don’t do as well in an inflationary environment.
• Rising interest rates actually help savers.
• You don’t want to have any risk when it comes to your emergency fund.
• Market crashes can present great buying opportunities.
• Will Social Security ever just go away?

Want to get in touch with Mark?

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

At times in life, we are presented with tough situations. While we can’t always control the situations that are handed to us, we can control how we respond to them. Today, we’ll discuss some challenging financial situations- such as market crashes, capital gains taxes, and even job loss- and instead of dwelling on the negatives, we’ll focus on finding the silver linings!

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

• What opportunities can exist in the event of a market crash
• Capital gains taxes mean you made a lot of money
• How interest rates work in two different directions
• Finding yourself and taking a moment to reset after losing a job

Want to get in touch with Mark?

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