Latest / The Retirement Huddle

Retirement Wisdom Hidden in Fortune Cookies
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…
The skinny
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