Shows / The Retirement Huddle
The Retirement Huddle
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…
Episodes
- The Retirement Huddle
Take a Bird's-Eye View of Your Retirement Plan
It's easy to get so focused on the next financial decision that you lose sight of where the whole plan is headed. Mark uses a hot-air-balloon analogy to show…
- The Retirement Huddle
Millennials, Gen X, and Boomers: Different Money Challenges
Every generation retires with a different financial story, but uncertainty has a way of showing up at every age. In this episode, Mark looks at how the…
- The Retirement Huddle
5 Tax Strategies to Consider Before Year-End
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…
- The Retirement Huddle
Mailbag: Social Security Rules, ESG Investing, and REIT Pitfalls
Retirement decisions often get complicated when one rule, product, or investment idea starts driving the entire conversation. Mark answers listener questions…
- The Retirement Huddle
Retirement Truth Bombs: Your Biggest Financial Blind Spots
Some retirement beliefs sound reassuring simply because they've been repeated for years. Mark challenges several common assumptions and explains why successful…
- The Retirement Huddle
Retirement Lessons from Betty White
Betty White may never have officially retired, but her humor and outlook offer several valuable lessons for anyone planning the next stage of life. Today, Mark…
- The Retirement Huddle
The Real Reasons People Keep Working
For some people, continuing to work is a choice. For others, it is a necessity, or simply the result of not knowing whether retirement is truly possible. Mark…
- The Retirement Huddle
Easy Ways To Ruin Retirement
Retirement is often treated like the finish line, but it's really the start of a brand-new phase of life. In this episode, Mark walks through a few common…
- The Retirement Huddle
Retirement Lessons Hidden in Famous Movie Quotes
Can classic movie quotes teach valuable retirement lessons? Mark uses memorable lines from iconic films like The Terminator and A Few Good Men to illustrate…
- The Retirement Huddle
How To Travel Without Financial Guilt
In this episode, Mark explains why travel shouldn't be an afterthought in retirement; it should be part of the plan from the very beginning. From annual…
- The Retirement Huddle
The Financial Reality of Losing a Spouse
Losing a spouse is one of life's most difficult experiences, and for many people, it also creates a wave of financial questions and uncertainty. Today, Mark…
- The Retirement Huddle
Desire to Retire: Are You Really Ready?
Some people never want to retire. Others want to walk out tomorrow. Today, Mark breaks down the different "levels" of retirement desire and explains why each…
- The Retirement Huddle
Investing for Geniuses: How Smart Retirees Plan for the Unexpected
What does it really mean to invest like a genius? Mark breaks down the traits that actually matter, and it's not about being smarter than everyone else. Mark…
- The Retirement Huddle
The 5 D's of Retirement Planning
Retirement is a big journey, and navigating it successfully requires more than just a solid savings plan. Today, Mark reveals five game-changing principles…
- The Retirement Huddle
Can You Retire Yet? The 5 Stages of Retirement Readiness
Retirement isn't just a financial decision; it's an emotional one. In this episode, Mark walks through the five different mindsets people have when thinking…
- The Retirement Huddle
What Your March Madness Bracket Can Teach You About Investing
Every year during March Madness, millions of fans fill out their tournament brackets with confidence, only to watch them fall apart after the first round of…
- The Retirement Huddle
Mailbag: DIY Planning, Mortgage Payoff, and Long-Term Care Decisions
In this week's mailbag, Mark covers three decisions that can quietly shape your retirement outcome. From knowing when strategy matters more than DIY investing…
- The Retirement Huddle
How Your Childhood Shapes Your Money Mindset in Retirement
Why do two people with the same income make completely different financial decisions? In this episode, Mark explores how the economic conditions you grew up in…
- The Retirement Huddle
What Snow Days Teach Us About Money
There's something special about a snow day… unexpected, memorable, and a break from routine. In this episode, Mark borrows a few classic snow-day moments to…
- The Retirement Huddle
Timeless Quotes From the Greatest Investors
Discover the mindset secrets behind legendary investors and learn how to conquer fear and risk. Today, Mark reacts to powerful quotes from some of the most…
- The Retirement Huddle
Mailbag: DIY Financial Planning, Stock Picking and Taking Risk
In this special Mailbag episode, Mark responds to real listener questions that get to the heart of retirement planning. The conversation explores how risk…
- The Retirement Huddle
The Retirement Barista: What Your Coffee Order Says About Your Investments
Your coffee order might say something about your personality- but what does it say about your investment portfolio? In this episode of The Retirement Huddle…
- The Retirement Huddle
Mailbag: Pensions, Giving Strategies & Gold in Retirement
In this episode, Mark answers listener questions about preparing for retirement, navigating pension choices, maximizing charitable giving, and managing legacy…
- The Retirement Huddle
The Worst Investors (and What the Best Do Differently)
In this episode, Mark explores common pitfalls that can make or break your investing journey. The conversation sheds light on how mindset and habits set…
- The Retirement Huddle
Mastering the Variables of Retirement Success
Wondering if you're truly ready for retirement? Retirement planning isn't one-size-fits-all, and your plan should be as unique as your fingerprint. In this…
- 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…
- The Retirement Huddle
How to Make Your First Retirement Year a Success
The first year of retirement is a major milestone, one that can feel both exciting and intimidating. In this episode, Mark unpacks what really happens once the…
- The Retirement Huddle
The Beatles Retirement: All You Need Is A Plan
It's been 60 years since Beatlemania took America by storm. But beyond the screaming crowds and legendary performances, some of their lyrics still carry…
- The Retirement Huddle
Conventional Wisdom Is Failing You
Conventional wisdom sounds safe, but it can be deceiving. "You can't go wrong with real estate." "A mortgage is good debt." "If your investments aren't…
- The Retirement Huddle
The Retirement Restaurant: Menu for Financial Success
What do restaurants and retirement planning have in common? More than you might think. In this episode, Mark uses memorable restaurant stories—from the days of…
- The Retirement Huddle
Mark's Financial Superlatives
📱 Have questions about your retirement strategy? Connect with Mark to get personalized guidance: 👉 https://retirementhuddle.com/#contact Remember those high…
- The Retirement Huddle
Financial Proverbs: Old Sayings, Real Retirement Lessons
📱 Have questions about your retirement strategy? Connect with Mark to get personalized guidance: 👉 https://retirementhuddle.com/#contact You've heard them your…
- The Retirement Huddle
The 5 Biggest Pain Points in Retirement
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…
- The Retirement Huddle
Five People You Meet In Retirement
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…
- The Retirement Huddle
Retirement Myths That Need to be Busted
Retirement is meant to bring peace of mind, but that's hard to achieve when your plans are based on ideas that aren't completely true. Too many people head…
- The Retirement Huddle
You're Asking The Wrong Questions
Most people approach retirement planning with a list of questions in hand, but what if you're asking the wrong questions? In this episode, Mark unpacks why…
- The Retirement Huddle
Mailbag: Federal Job Uncertainty & The Travel Bug
In this mailbag episode, Mark tackles two listener questions from opposite ends of the retirement spectrum. One faces a potential layoff, and the other dreams…
- The Retirement Huddle
Mailbag: RMD Strategy, Emergency Funds and Long-Term Healthcare
In this listener Q&A episode, Mark answers some of the questions that keep people up at night, from long-term healthcare without the monthly drain to how much…
- The Retirement Huddle
Want to Retire Early? Here's What You Really Need to Know
For many, the dream of retiring before the traditional age of 65 is appealing, but it comes with its own set of challenges and considerations. In this episode…
- The Retirement Huddle
Game Night: What We Can Learn About Financial Planning From Board Games
Monopoly, Battleship, Risk, and even Candyland. All of these are board games that you may have played with your family or friends at some point or another. But…
- The Retirement Huddle
The Things You Can Control in Retirement
In retirement planning, there are a lot of things that are completely out of your control. Fortunately, the things that you can control…
- The Retirement Huddle
Mailbag: Is Buying A Bigger Home In Retirement Crazy?
We're excited to bring a new mailbag episode to the show! We have two great questions to tackle in today's episode. First up, Becky asks if it would be crazy…
- The Retirement Huddle
Overrated, Underrated, or Rightly Rated?
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…
- The Retirement Huddle
Two Truths And A Lie
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.'…
- The Retirement Huddle
Finding The Silver Linings In Challenging Financial Circumstances
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…
- The Retirement Huddle
Financial Wisdom From Unlikely Sources
You never know where good advice will come from, which is what you'll find out today. Mark is exploring unexpected sources of financial wisdom from unlikely…
- The Retirement Huddle
Important Retirement Questions That Aren't Always Being Asked
When it comes to planning for retirement, many people focus on the obvious questions like how much money they need to save or when they should start drawing…
- The Retirement Huddle
The Essentials Of Income Planning
Planning for retirement is, at its core, about creating a reliable income plan. In order to enjoy the retirement you've dreamed of, you need to have a clear…
- The Retirement Huddle
Financial Planning With Arnold Schwarzenegger
Arnold Schwarzenegger is known for his accomplishments in bodybuilding, acting, and politics, but his quotes offer more than just entertainment. They can…
- The Retirement Huddle
On the House: Home Decisions in Retirement
Whether you're considering downsizing now that the kids have moved out or weighing the benefits of paying off your mortgage, today's episode dives into how you…
- The Retirement Huddle
Financial Planning Pop Quiz
When it comes to financial planning and saving for retirement, there's a lot to know! For instance, what scares people the most about the idea of retiring? Not…
- The Retirement Huddle
Investment Mistakes
We all make mistakes, but when it comes to investing, these errors can feel particularly daunting. Today, we delve into practical strategies to not only…
- The Retirement Huddle
Common Complaints Around Financial Advising
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…
- The Retirement Huddle
Running The Retirement Marathon
Retirement is often compared to a marathon, and for good reason. Just like marathon training, retirement planning requires meticulous preparation, a…
- The Retirement Huddle
Grandma's Financial Wisdom
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 Retirement Huddle
Financial Planning with Mark Twain
The timeless wisdom of Mark Twain is always worth a listen. Join us as we analyze some of Twain's most famous quotes through the lens of a financial advisor!…
- The Retirement Huddle
Are You Making These Rookie Mistakes When It Comes to Investing?
Are you making rookie mistakes when it comes to planning for your retirement? Even those with strong experience in investing can make silly mistakes from time…
- The Retirement Huddle
What Can We Learn About Retirement Planning From Baseball?
How can you walk off a winner into retirement? Listen in as Mark dives into the key areas of retirement planning through the lens of America's pastime. Here's…
- The Retirement Huddle
Are You Making Any Of These 401(k) Mistakes?
Saving in your 401K can be an easy and painless way to build your retirement savings. But are you making the most of yours? Listen in as Mark breaks down the…
- The Retirement Huddle
Common Beneficiary Mistakes To Avoid
When it comes to retirement planning, one critical aspect that's often overlooked is the designation of beneficiaries. It's not just about who you want to…