Mark talks about the importance of knowing what fees you are paying.  He describes different fees including expense ratios, mutual fund transaction fees, and management fees.  Mark also mentions that a fee analysis is part of the comprehensive review at Alloy Wealth Management. Reach Alloy Wealth Management at 800-501-9805. Alloy Wealth Management

Mark discusses the spousal retirement approach in stressing open communication and the need for compromise when couples are approaching retirement. Reach Alloy Wealth Management at 800-501-9805. Alloy Wealth Management

Mark covers some good retirement opportunities.  Some are relatively new and come from Secure Act 2.0 including Roth Accounts and Defined Contribution Plans, student loan payback strategies, and special catch up contributions.  Some of the tried and true strategies revolve around Social Security, understanding sequence of returns risk, and accounting for inflation.  Reach Alloy Wealth Management at 800-501-9805. Alloy Wealth Management

Mark answers questions on a 403b rollover and on RMD strategies. Reach Alloy Wealth Management by calling 800-501-9805. Alloy Wealth Management

Mark discusses good questions every retiree and pre-retiree should have the answers to.  This includes how to build retirement income, what to do before retiring, consideration of a pension lump sum offer, and whether, or not to use an annuity. Reach Alloy Wealth Management at 800-501-9805. Alloy Wealth Management

Mark continues with bad and questionable financial advice on debt, the F.I.R.E. movement, which he favors when properly planned, and on a particular scam.  Reach Alloy Wealth Management at 800-501-9805. Alloy Wealth Management

Mark debunks some bad and questionable financial advice that is prevalent with the advent of social media.  This episode addresses 401(k) opinions and copying trends. Reach Alloy Wealth Management at 800-501-9805. Alloy Wealth Management

Mark covers good financial questions to ask.  He discusses questions on your average rate of return, the appropriate benchmark of your portfolio, and your risk-adjusted return. Reach the Alloy Wealth Team at 800-501-9805. Alloy Wealth Management

Mark gives the origin of the 4% rule, explains the philosophy behind it, and discusses whether or not it has held up. Reach the Alloy Wealth team at 800-501-9805. Alloy Wealth Management

Mark discusses some of the financial hurdles we all face including inflation, consumer debt, lack of emergency savings, and high interest rates.  Reach the team at 800-501-9805. Alloy Wealth Management

Mark covers important questions that some may be hesitant to ask such as divorce implications in retirement, legacy strategies, and whether or not couples should retire at the same time. You can reach Mark and the team by calling 800-501-9805. Alloy Wealth Management

Mark covers the three general types of accounts that retirees have and the tax implications of each.  They then discusses what order to consider in your withdrawal strategies. You can reach Mark and the team by calling 800-501-9805. Alloy Wealth Management

Mark covers what needs to be considered if you’re thinking of retiring early.  This includes debt, matching your portfolio to your proper risk, condering health insurance, and making sure you’re mentally prepared. You can reach Mark and the team by calling 800-501-9805. Alloy Wealth Management

Mark shares how he feels he has a new lease on life and how he has grown following his kidney transplant.  He also shows how this new approach has even boosted his passion for helping people on their journey to retirement. You can reach Alloy Wealth Management by calling 800-501-9805. Alloy Wealth Management

Mark links some words of wisdom from legendary college basketball coaches to good life lessons and financial lessons.  He weighs in on quotes from John Wooden, Dean Smith, Jim Valvano, John Calipari, and Bobby Knight and shows how they can be applied in your financial life. You can reach Alloy Wealth Management by calling 800-501-9805. Alloy Wealth Management

Mark compares the fundamentals of college basketball to financial and retirement planning.  He stresses the importance of having a good balance, keeping emotions in check, and working with a good coach. You can reach Alloy Wealth Management by calling 800-501-9805. Alloy Wealth Management

Mark talks about the importance of doing a financial “deep clean.”  Topics range from having a spending plan to emergency fund, debt, and asset allocation. You can reach Alloy Wealth Management by calling 800-501-9805. Alloy Wealth Management

Mark addresses retirement related concerns in this Q&A segment. You can reach Alloy Wealth Management by calling 800-501-9805. Alloy Wealth Management

Mark talks about the history of Social Security and changes through the years in ages to claim, when it became taxable, and the COLA. You can reach Alloy Wealth Management by calling 800-501-9805. Alloy Wealth Management

Mark discusses good moves to consider to help avoid a big tax hit in retirement.  They include Roth contributions and conversions, Section 7702 of the tax code, and life insurance.  You can reach Alloy Wealth Management by calling 800-501-9805. Alloy Wealth Management

Mark talks about Roth strategies to consider as a proactive tax plan.  He discusses some rules and breaks down the difference between a contribution and a conversion. You can reach the team at Alloy Wealth Management by calling 800-501-9805. Alloy Wealth Management

Mark counters the bad financial advice you may hear on the street in areas such as borrowing from your retirement accounts, the amount needed to retire, and the 60/40 Stock Bond Blueprint. You can reach Mark and the team by calling 800-501-9805. Alloy Wealth Management

Mark counters the bad financial advice you may hear on the street in areas such as taxes, spending in retirement, and Social Security. You can reach Mark and the team by calling 800-501-9805. Alloy Wealth Management

Mark covers the components of estate planning including wills, trusts, financial and healthcare Power of Attorney, beneficiary designations, and taxes.  You can reach the team at Alloy Wealth Management by calling 800-501-9805. Alloy Wealth Management

Mark answers listener questions on the subjects of risk and how to start saving and investing late in the retirement game. You can reach Mark Henry at 800-501-9805. Alloy Wealth Management

Mark covers how we can make that journey to and through retirement as smooth as possible.  He discusses shifting our viewpoint, reviewing our income needs, factoring inflation and health care costs. You can reach Mark Henry at 800-501-9805. Alloy Wealth Management

Mark covers the strategies that help ease that transition from the accumulation phase of your life to distribution in retirement. You can reach Mark Henry at 800-501-9805. Alloy Wealth Management

Mark answers the most frequently asked questions about annuities.  How do they differ from traditional savings and brokerage accounts?  What are the benefits and potential drawbacks?  What types of annuities are there?  Get the answers in this podcast. You can reach Mark Henry at 800-501-9805. Alloy Wealth Management

Mark Henry answers financial planning and retirement planning questions. Call Mark Henry and the team at Alloy Wealth at 800-501-9805 or text WEALTH to 800-501-9805 for more information.

Mark Henry is back with a new edition of Living Large Radio answering the common questions about proper diversification. Call Mark Henry and the team at Alloy Wealth at 800-501-9805 or text WEALTH to 800-501-9805 for more information.

Mark explores the important questions folks should be asking a financial advisor and why each question is integral to your success on the journey to and through retirement. Call Mark Henry and the team at Alloy Wealth at 800-501-9805 or text WEALTH to 800-501-9805 for more information.

Mark explores the key to maximizing your financial success in 2024 through the use of a tried and true strategy. Call Mark Henry and the team at Alloy Wealth at 800-501-9805 or text WEALTH to 800-501-9805 for more information.

Mark Henry is back with a new edition of Living Large Radio explaining the lessons we can learn from financial planning mistakes of the past and present in order to live large in the future. Call Mark Henry and the team at Alloy Wealth at 800-501-9805 or text WEALTH to 800-501-9805 for more information.

Mark Henry shares the financial mistakes made in classic Christmas movies and one very famous sitcom. Henry explains how you can avoid making the same missteps as the beloved characters in each clip and how to keep living large on your way to and through retirement.

Mark Henry is back with a new episode of Living Large where he shares a story about the most precious gift he has ever received and the inspiring journey that left him with a new lease on life.  Call Mark Henry and the Alloy Wealth Management Team at 800-501-9805 for your financial planning needs.

Mark Henry is back with a few lessons we can learn from the Christmas classic "National Lampoon's Christmas Vacation" all of which are centered around financial planning and saving for retirement. Call Mark Henry and the team at Alloy Wealth at 800-501-9805 or visit alloywealth.com.

Mark Henry explores the importance of savings for retirement, breaks down the do’s and don’ts. Henry shares the step that, when implemented, will assist you in earning the retirement deserve. Call Mark Henry and the team at Alloy Wealth at 800-501-9805 or text WEALTH to 800-501-9805 for more information.

Mark Henry and NHL Hall of Fame Broadcaster Chuck Kaiton explore a new scam targeting senior citizens and their retirement savings. Henry shares tips to help you avoid these elaborate schemes that are draining retirement portfolios nationwide. Call Mark Henry and the team at Alloy Wealth at 800-501-9805 or text WEALTH to 800-501-9805 for more information.

Mark Henry answers questions from listeners and helps to guide you through options, solutions and strategies for folks that may encounter similar challenges along the road to retirement. Call Mark Henry and the team at Alloy Wealth at 800-501-9805 or text WEALTH to 800-501-9805 for more information.

Mark Henry is back breaking down the results of a new study discussing fears, concerns and retirement preparedness. Mark explores the outcome and offers tips for how you can find the financial peace of mind you deserve. Call Mark Henry and the team at Alloy Wealth at 800-501-9805 or text WEALTH to 800-501-9805 for more information

Living Large Radio with Mark Henry is back with a new episode to help you seperate fact from fiction when it comes to retirement planning. Call Mark Henry and the team at Alloy Wealth at 800-501-9805 for more information.

Living Large Radio with Mark Henry is back with a new episode to help you seperate fact from fiction when it comes to retirement planning. Call Mark Henry and the team at Alloy Wealth at 800-501-9805 for more information.

Mark Henry kicks off the new edition of Living Large Radio by discussing the intergenerational issues Baby Boomers are facing regarding their retirement plans. Call Mark Henry and the team at Alloy Wealth at 800-501-9805 for more information.

On a new episode of Living Large with Mark Henry, Mark explores the latest news and disects a survey citing a shocking lack of confidence about retirement planning given the economic climate. Mark helps you find the peace of mind you need to restore confidence in your financial future. Call Mark Henry and the team at Alloy Wealth at 800-501-9805 or text WEALTH to 800-501-9805.

Mark Henry returns to the hot seat to answer questions from listeners about all things financial planning.  Contact Mark Henry and the team at Alloy Wealth at 800-501-9805, text WEALTH to 800-501-9805 or visit alloywealth.com.

Mark Henry shares shocking retirement planning statistics and how many folks are feeling overwhelmed about getting their retirement on track. Mark shares a strategy to help you do just that. Call Mark Henry and the team at Alloy Wealth at 800-501-9805, text WEALTH to 800-501-9805 or visit alloywealth.com.

Mark Henry explains the dangers of financial procrastination and how you can get ahead of the game in five simple steps. Contact Mark Henry and the team at Alloy Wealth at 800-501-9805 or visit alloywealth.com.

Mark Henry is back with a new edition of Living Large Radio... this time, Mark is in the hot seat answering financial planning questions from listeners in a new edition of Ask The Financial Advisor. Contact Mark Henry and the team at Alloy Wealth Management at 800-501-9805 or text keyword 'WEALTH' to 800-501-9805.

Mark Henry is back with a new edition of Living Large Radio to discuss the limitations associated with some of the financial planning 'rules of thumb' and why they no longer work in this economy. Contact Mark Henry and the team at Alloy Wealth Management at 800-501-9805 or text keyword 'WEALTH' to 800-501-9805.

Mark Henry is back with a new edition of Living Large Radio to explore the risks associated with standardized retirement planning 'rules' and why they could be detrimental to your financial future. Contact Mark Henry and the team at Alloy Wealth Management at 800-501-9805 or text keyword 'WEALTH' to 800-501-9805.