When it comes to retirement planning, financial advisors can be a huge asset as you work towards the next chapter of life. But that doesn’t mean every relationship with an advisor is perfect. In this episode, dive into the most common complaints people have about their financial advisors.

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

• Making sure that you and your advisor are on the same page when it comes to risk tolerance.
• Ensuring that the fees you pay are worth the service you get.
• How we help our clients realize their goals and timelines.
• Know whether you are working with an advisor or a broker.

Want to get in touch with Mark?

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

Retirement is often compared to a marathon, and for good reason. Just like marathon training, retirement planning requires meticulous preparation, a diversified strategy, and a clear understanding of your goals. In today’s episode, we’ll explore the parallels between these two long-term endeavors and offer valuable insights on how to ensure a successful retirement.

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

• Paying extra attention to your portfolio in the years leading up to retirement.
• Avoiding overspending in the early years of retirement.
• Learning from and minimizing mistakes.
• Leaving nothing to chance.

Want to get in touch with Mark?

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

Join Mark as he draws the parallels between popular quotes you might have heard your grandmother say and the financial decisions that need to be made during the planning process.

This episode offers valuable insights into how age-old wisdom can apply to modern financial planning. By understanding and applying these timeless sayings, you can navigate market volatility, balance certainty and uncertainty, diversify your investments, seek accurate information, and avoid unnecessary stress.

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

• Why the market reacts the way it does.
• Balancing certainty and uncertainty.
• Diversifying your investments to protect your portfolio.
• Knowing what you are paying in hidden fees.

Want to get in touch with Mark?

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