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Title
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Old Accounts

2

Black Swan Events

3

Weathering The Financial Storm

4

Tax Mistakes for New Retirees

5

Roth Conversions

6

Financial Windfalls

7

Overrated/Underrated

8

Financial Planning at the Olympics

9

7 Deadly Sins of Retirement Planning

10

The Surprisingly Hard Part of Retirement: Spending

11

Weather Proofing Your Retirement

12

Retirement Planning with James Brown

13

Controversial Financial Takes

14

Your Biggest Assets

15

Finding the Silver Lining

16

Financial Fables

17

What Should I Know About a Government Shutdown?

18

Financial Planning Month

19

Financial Myth Busting

20

Are You Wealthier Than You Think?

21

Long-Term Care Planning

22

6 Reasons To Consider Continuous Income

23

Financial Proverbs

24

Gray Areas

25

The Wrong Questions

26

Retiring Amidst Volatility

27

2025 Tax Updates

28

Financial Advisor Survey

29

Hidden Expenses

30

The State of the Market

31

Future Generations

32

2025 Workshops, Market Volatility, and More!

33

Mark's Upcoming Tax Workshops

34

New Year, New Me!

35

Lies We Tell Ourselves

36

Look at the Bright Side

37

Retirement Pitfalls

38

Why Retirement is Harder Now

39

Delayed Gratification

40

IRMAA & IRMAA Taxes Explained

41

Questions You Didn't Know to Ask

42

Common Complaints

43

Mark's Business Trip To Italy

44

Financial Fears

45

Stuff Dad Says

46

Defusing the Tax Time Bomb

47

Important Retirement Planning Questions: How Much Do You Know?

48

Irreversible Decisions

49

Emotions & Investing

50

Financial Rules of Thumb

51

Agree or Disagree?

52

Movie Villains & Financial Planning

53

Uses For Life Insurance

54

The Home Stretch Of Retirement Planning

55

The Retirement Guessing Game

56

New Year Checklist

57

Mailbag Questions

58

Financial Christmas Carols

59

Indexed Annuities

60

What To Expect From Mark's Dinner Seminars

61

Your Financial Mixtape

62

Quality Service

63

Getting Your Finances In Tune

64

The 401K Qualifying Event

65

Upcoming Seminars

66

#123- Ghostwriting with David Jahr-Archived Content

67

Retiring Today

68

Common Pre-Retiree Tax Mistakes

69

Obvious Financial Moves (That Apparently Aren't So Obvious)

70

The Financial Doctor

71

Ep 100: Imminent Disaster

72

Ep 99: The Financial Suitcase

73

Ep 98: Things You Might Not Know About The Financial Industry

74

Ep 97: Long Term Care

75

Ep 96: Longevity

76

Ep 95: Your Financial Weather Forecast

77

Ep 94: The Financial Draft

78

Ep 93: Diversification

79

Ep 92: Financial Wisdom From Robin Williams

80

Ep 90: Financial Wisdom From Steve Martin

81

Ep 89: What's The Difference?

82

Ep 88: Financial Wisdom From Yogi Berra

83

Ep 87: Common Money Mistakes

84

Ep 86: Main Characters And Side Characters In Your Portfolio

85

Ep 85: The SECURE Act 2.0

86

Ep 84: Financial New Years

87

Ep 83: The Desire To Retire

88

Ep 82: Financial Goals

89

Ep 81: Retirement Lessons From Disney World

90

Ep 80: Retirement Coaches

91

Ep 79: The Seven Deadly Sins Of Financial Strategizing

92

Ep 78: The Retirement Gridiron

93

Ep 77: Retirement Lessons From Mr. Miyagi

94

Ep 76: Financial Hurricanes

95

Ep 75: Retirement Strategizing With Jerry Seinfeld

96

Ep 74: Financial Lessons From Financial Songs

97

Ep 73: Raising Kids And Financial Strategizing

98

Ep 72: Annuity 101

99

Ep 71: The Retirement Golf Course

100

Ep 70: A Message For The Good Savers

101

Ep 69: The Last Decade Before Retirement

102

Ep 68: Financial Independence Day

103

Ep 67: The Retirement Road Trip

104

Ep 66: Retirement Strategizing With Dad

105

Ep 65: Sensationalist Headlines

106

Ep 64: Cognitive Biases That Could Be Influencing Your Financial Decisions

107

Ep 63: Wisdom From Warren Buffett

108

Ep 62: Retirement Pain Points

109

Ep 61: Financial Myths

110

Ep 60: Financial Game Shows

111

Ep 59: Difficult Markets

112

Ep 58: The Wrong Financial Questions To Ask

113

Ep 57: Problem Solving

114

Ep 56: Financial Terms

115

Ep 54: Game Night

116

Ep 53: Financial Wisdom From Shaq

117

Ep 52: Special Guest Willie Jolley

118

Ep 51: New Year Checklist

119

Ep 50: Financial Strategizing For Couples

120

Ep 49: End Of The Year Checklist

121

Ep 48: First Steps

122

Ep 47: Making Excuses

123

Ep 46: Seminar Lessons

124

Ep 45: Delayed Gratification

125

Ep 44: Unlikely Financial Wisdom

126

Ep 43: Income Essentials

127

Ep 42: "The Good Old Days"

128

Ep 41: Easy Financial Improvements

129

Ep 40: Husbands And Wives

130

Ep 39: Family Matters

131

Ep 38: Moving On From Retirement Mistakes

132

Ep 37: Roth 401(k)s

133

Ep 36: Where Do You Stand?

134

Ep 35: Universal Retirement Truths

135

Ep 34: Financial Wisdom From Mick Jagger

136

Ep 33: Key Financial Memories

137

Ep 32: Moving The Goalposts

138

Ep 31: Dealing With Market Volatility

139

Ep 30: 401(k) Mistakes

140

Ep 29: Financial Wisdom From Grandma

141

Ep 28: Financial Therapy

142

Ep 27: Major Life Changes

143

Ep 26: Retirement Pop Quiz

144

Ep 25: Being Satisfied In Retirement

145

Ep 24: Navigating Retirement Uncertainties

146

Ep 23: Unpopular Financial Opinions

147

Ep 22: Financial Rules Of Thumb

148

Ep 21: Things That Don't Make Sense

149

Ep 20: Getting A Sense Of Urgency

150

Ep 19: The Retirement Jigsaw Puzzle

151

Ep 18: How An Annuity Can Benefit Your Retirement Plan

152

Ep 17: Why Hire A Financial Professional?

153

Ep 16: The Retirement Guessing Game

154

Ep 15: Fixed Index Annuities

155

Ep 14: Financial Planning And Basketball

156

Ep 13: Financial Planning With Mark Twain

157

Ep 12: Values-Based Planning

158

Ep 11: Financial Planning And Your Family

159

Ep 10: End Of Year Planning

160

Ep 9: Unreasonable Requests

161

Ep 8: Lightning Round

162

Ep 7: Mistakes That Couples Can Make

163

Ep 6: Financial Trick-Or-Treating

164

Ep 5: Movie Villains And Financial Planning

165

Ep 4: The Financial Doctor

166

Ep 3: Chess, Roulette, or Poker?

167

Ep 2: Football and Financial Planning

168

Ep 1: Financial Wisdom From Charles Barkley