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, Mark explores the nuanced challenges of early retirement, from financial preparedness to managing longevity risk and the often-overlooked emotional aspects of leaving the workforce.

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

🏥 Healthcare before 65 is one of the biggest planning hurdles

📉 Sequence of returns risk can derail early retirees without proper planning

🎯 Retiring is one thing—staying retired with purpose is another

🔥 The F.I.R.E. strategy: How some retire in their 40s (frugal lifestyle and eating a lot of rice and beans)

Want to get in touch with Mark?

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

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 did you know they also hold valuable lessons for your financial life?

From avoiding emotional attachment to your investments to managing risk, these games can teach us a lot about making smart money moves. Tune in as Mark connects the dots between your favorite board games and a winning financial strategy!

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

📊 Not getting too attached to any one fund or stock in your portfolio.

📅Why comprehensive retirement planning is critical.

🤦️Avoiding the overconfidence that can lead to poor decision-making.

📉 Managing risk in your portfolio.

Want to get in touch with Mark?

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

In ​retirement ​planning, ​there ​are ​a ​lot ​of ​things ​that ​are ​completely ​out ​of ​your ​control. ​Fortunately, ​the ​things ​that ​you ​can ​control ​allow ​you ​to ​deal ​with ​those ​things ​that ​you ​can't. With so many variables out of our control, it’s essential to focus on what we can manage to ensure a peaceful and financially secure retirement.

This show will cover topics like market risks, lifetime income streams, tax strategies, and the role of Social Security in a comprehensive retirement plan. Join us to discover how to create a solid financial strategy that helps give you confidence for a long retirement.

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

• We do an analysis of your portfolio to find out how much risk you’re taking.
• You can’t control longevity so how do you plan for income streams that will last?
• Managing your investments to control how much you’ll be taxed in the future.
• We want to treat Social Security as a playcheck rather than a paycheck so that you’re not really relying on it.

Want to get in touch with Mark?

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