Sometimes we feel like we’re on a hamster wheel, working hard and handling the chores of daily life but never really “getting ahead” financially. But over time, good strategies and healthy financial habits can make a big difference. What makes a person wealthy, and how do they get there? Let's review five of the signs that you’re on the right path. You might be surprised to find you’re better off than you thought! Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Jul 31, 2025•29 min
Join Mark as he talks about the realities of long-term care and preparing for the costs that come along with it. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Jul 18, 2025•29 min
Today, Mark shares 6 reasons to consider continuous income in retirement. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Jul 10, 2025•29 min
There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Jun 26, 2025•29 min
Even though most people in the financial media try to make financial concepts seem black and white, not everything is so clear. In fact, most things aren’t black and white at all—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
May 29, 2025•29 min
A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Apr 24, 2025•29 min
Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it? Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Apr 03, 2025•29 min
At this point of the year, most people have gotten their tax return filed for 2024. So now it’s time to turn our attention to planning for this year. Let’s discuss the tax code updates that you should know about… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Mar 27, 2025•29 min
A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors, the majority of whom have been in the business for more than 20 years. Based on that survey, let’s see what are other financial advisors experiencing with clients… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Mar 13, 2025•29 min
Just because you can’t plainly see all of the expenses that you’ll incur during the retirement planning process, that doesn’t mean they aren’t there… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Feb 27, 2025•29 min
With so much happening in the financial and economic landscape right now, we're breaking down the current state of the market and highlighting some key factors to be aware of. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Feb 20, 2025•29 min
Kids and grandkids often play a big role in financial plans. Let’s talk about some of the common scenarios we see where the future generations somehow come into play during the retirement planning process. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Jan 30, 2025•29 min
Join us today as Mark discusses his recent and upcoming workshops, taxes, market volatility, and more! Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Jan 23, 2025•29 min
Tune in as Mark provides details about his upcoming tax workshops on January 21st and 23rd. If you're interested in attending, give us a call at (301) 322-1607! Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Jan 16, 2025•29 min
As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. Today, we’ll talk about the financial decisions and habits you’ve maybe had in the past and what changes you can make this year to embrace the new you. Contact Mark: 8...
Jan 09, 2025•29 min
Let’s explore some of the financial lies people sometimes tell themselves… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Dec 05, 2024•29 min
Some things in life are just plain bad and there’s no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let’s talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you... Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Nov 21, 2024•29 min
When it comes to retirement planning, it only takes one area where you planned poorly to ruin your entire plan. Let’s talk about how a good retirement plan addresses each of these potential pitfalls… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Oct 31, 2024•29 min
In many ways, retirement planning was easier for previous generations. If you’re retiring now, you face a completely different set of challenges than your parents or grandparents did. Let’s talk about why the retirement planning decisions of the past were easier to make… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Oct 17, 2024•29 min
Delayed gratification is a difficult skill to master and that’s just as true with financial matters as it is the other areas of your life. Let’s talk about some instances where you might be faced with a choice of being satisfied now or satisfied later… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Oct 03, 2024•29 min
Learn how to avoid sneaky IRMAA surcharges and ensure all the puzzle pieces of your retirement plan fit together with Mark. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Sep 26, 2024•28 min
Lots of people have questions about their retirement. But most people should be asking other questions that they don’t know to ask… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Sep 12, 2024•29 min
We often hear people express similar complaints about their financial situations. Let's see if most of these complaints are legitimate or if people are focusing on the wrong things... Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Aug 22, 2024•29 min
Mark recently returned from a great business trip to Italy. Join us as he recaps some of his favorite experiences and what he learned during his stay. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Aug 01, 2024•29 min
We polled our listeners to find out what their biggest financial fears are. Listen in to see how Mark helps people address these fears in their retirement plans. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Jun 27, 2024•29 min
It’s our annual tradition…in honor of Father’s Day, let’s look at some of the classic lines that dads say and then apply them to financial planning… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Jun 13, 2024•29 min
If most of your savings are in tax-deferred accounts like 401Ks and IRAs, you have a tax time bomb on your hands. Let’s assess some strategies that can be used to diffuse the time bomb, or at least keep it from getting worse. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
May 23, 2024•29 min
How well do you know the answers to some of the most important retirement planning questions? If you don’t know the answer to the majority of these questions, there’s a good chance that you have some work to do… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Apr 25, 2024•29 min
The conventional wisdom is that you can’t put toothpaste back in the tube. That is to say, once the deed is done, there’s no taking it back. And there are many decisions in retirement planning that can’t be undone, so you want to make sure that you make the right call. Explain why these decisions are so important and can’t be undone… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Apr 18, 2024•29 min
Join us as we explore the role that different emotions can play in retirement planning and investing. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Apr 04, 2024•29 min
