In this episode of Golden Years Podcast, Mark shares his journey into financial planning, emphasizing the importance of helping clients create meaningful experiences in retirement. He discusses the purpose behind retirement planning, the criteria for working with clients, and the pressing issues surrounding the retirement crisis. Make also addresses the role of annuities in providing guaranteed income and debunks common myths associated with them, advocating for a personalized approach to financial planning.
Are You Ready to Embrace Your Golden Years?

Market Swings, Medicare, and Marriage in Retirement
16:16

What Most Retirement Plans Don’t Account For
18:28

The Clock on Social Security Is Ticking—Now What?
17:04