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Title
1

Easy Ways to Ruin Retirement

2

Financial Planning at the Movies

3

Guaranteed Income

4

Common Mistakes

5

Main Character Energy

6

Old Accounts

7

Black Swan Events

8

Weathering The Financial Storm

9

Tax Mistakes for New Retirees

10

Roth Conversions

11

Financial Windfalls

12

Overrated/Underrated

13

Financial Planning at the Olympics

14

7 Deadly Sins of Retirement Planning

15

The Surprisingly Hard Part of Retirement: Spending

16

Weather Proofing Your Retirement

17

Retirement Planning with James Brown

18

Controversial Financial Takes

19

Your Biggest Assets

20

Finding the Silver Lining

21

Financial Fables

22

What Should I Know About a Government Shutdown?

23

Financial Planning Month

24

Financial Myth Busting

25

Are You Wealthier Than You Think?

26

Long-Term Care Planning

27

6 Reasons To Consider Continuous Income

28

Financial Proverbs

29

Gray Areas

30

The Wrong Questions

31

Retiring Amidst Volatility

32

2025 Tax Updates

33

Financial Advisor Survey

34

Hidden Expenses

35

The State of the Market

36

Future Generations

37

2025 Workshops, Market Volatility, and More!

38

Mark's Upcoming Tax Workshops

39

New Year, New Me!

40

Lies We Tell Ourselves

41

Look at the Bright Side

42

Retirement Pitfalls

43

Why Retirement is Harder Now

44

Delayed Gratification

45

IRMAA & IRMAA Taxes Explained

46

Questions You Didn't Know to Ask

47

Common Complaints

48

Mark's Business Trip To Italy

49

Financial Fears

50

Stuff Dad Says

51

Defusing the Tax Time Bomb

52

Important Retirement Planning Questions: How Much Do You Know?

53

Irreversible Decisions

54

Emotions & Investing

55

Financial Rules of Thumb

56

Agree or Disagree?

57

Movie Villains & Financial Planning

58

Uses For Life Insurance

59

The Home Stretch Of Retirement Planning

60

The Retirement Guessing Game

61

New Year Checklist

62

Mailbag Questions

63

Financial Christmas Carols

64

Indexed Annuities

65

What To Expect From Mark's Dinner Seminars

66

Your Financial Mixtape

67

Quality Service

68

Getting Your Finances In Tune

69

The 401K Qualifying Event

70

Upcoming Seminars

71

Retiring Today

72

Common Pre-Retiree Tax Mistakes

73

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

74

The Financial Doctor

75

Ep 100: Imminent Disaster

76

Ep 99: The Financial Suitcase

77

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

78

Ep 97: Long Term Care

79

Ep 96: Longevity

80

Ep 95: Your Financial Weather Forecast

81

Ep 94: The Financial Draft

82

Ep 93: Diversification

83

Ep 92: Financial Wisdom From Robin Williams

84

Ep 91: Easy Ways To Ruin Your Retirement

85

Ep 90: Financial Wisdom From Steve Martin

86

Ep 89: What's The Difference?

87

Ep 88: Financial Wisdom From Yogi Berra

88

Ep 87: Common Money Mistakes

89

Ep 86: Main Characters And Side Characters In Your Portfolio

90

Ep 85: The SECURE Act 2.0

91

Ep 84: Financial New Years

92

Ep 83: The Desire To Retire

93

Ep 82: Financial Goals

94

Ep 81: Retirement Lessons From Disney World

95

Ep 80: Retirement Coaches

96

Ep 79: The Seven Deadly Sins Of Financial Strategizing

97

Ep 78: The Retirement Gridiron

98

Ep 77: Retirement Lessons From Mr. Miyagi

99

Ep 76: Financial Hurricanes

100

Ep 75: Retirement Strategizing With Jerry Seinfeld

101

Ep 74: Financial Lessons From Financial Songs

102

Ep 73: Raising Kids And Financial Strategizing

103

Ep 72: Annuity 101

104

Ep 71: The Retirement Golf Course

105

Ep 70: A Message For The Good Savers

106

Ep 69: The Last Decade Before Retirement

107

Ep 68: Financial Independence Day

108

Ep 67: The Retirement Road Trip

109

Ep 66: Retirement Strategizing With Dad

110

Ep 65: Sensationalist Headlines

111

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

112

Ep 63: Wisdom From Warren Buffett

113

Ep 62: Retirement Pain Points

114

Ep 61: Financial Myths

115

Ep 60: Financial Game Shows

116

Ep 59: Difficult Markets

117

Ep 58: The Wrong Financial Questions To Ask

118

Ep 57: Problem Solving

119

Ep 56: Financial Terms

120

Ep 54: Game Night

121

Ep 53: Financial Wisdom From Shaq

122

Ep 52: Special Guest Willie Jolley

123

Ep 51: New Year Checklist

124

Ep 50: Financial Strategizing For Couples

125

Ep 49: End Of The Year Checklist

126

Ep 48: First Steps

127

Ep 47: Making Excuses

128

Ep 46: Seminar Lessons

129

Ep 45: Delayed Gratification

130

Ep 44: Unlikely Financial Wisdom

131

Ep 43: Income Essentials

132

Ep 42: "The Good Old Days"

133

Ep 41: Easy Financial Improvements

134

Ep 40: Husbands And Wives

135

Ep 39: Family Matters

136

Ep 38: Moving On From Retirement Mistakes

137

Ep 37: Roth 401(k)s

138

Ep 36: Where Do You Stand?

139

Ep 35: Universal Retirement Truths

140

Ep 34: Financial Wisdom From Mick Jagger

141

Ep 33: Key Financial Memories

142

Ep 32: Moving The Goalposts

143

Ep 31: Dealing With Market Volatility

144

Ep 30: 401(k) Mistakes

145

Ep 29: Financial Wisdom From Grandma

146

Ep 28: Financial Therapy

147

Ep 27: Major Life Changes

148

Ep 26: Retirement Pop Quiz

149

Ep 25: Being Satisfied In Retirement

150

Ep 24: Navigating Retirement Uncertainties

151

Ep 23: Unpopular Financial Opinions

152

Ep 22: Financial Rules Of Thumb

153

Ep 21: Things That Don't Make Sense

154

Ep 20: Getting A Sense Of Urgency

155

Ep 19: The Retirement Jigsaw Puzzle

156

Ep 18: How An Annuity Can Benefit Your Retirement Plan

157

Ep 17: Why Hire A Financial Professional?

158

Ep 16: The Retirement Guessing Game

159

Ep 15: Fixed Index Annuities

160

Ep 14: Financial Planning And Basketball

161

Ep 13: Financial Planning With Mark Twain

162

Ep 12: Values-Based Planning

163

Ep 11: Financial Planning And Your Family

164

Ep 10: End Of Year Planning

165

Ep 9: Unreasonable Requests

166

Ep 8: Lightning Round

167

Ep 7: Mistakes That Couples Can Make

168

Ep 6: Financial Trick-Or-Treating

169

Ep 5: Movie Villains And Financial Planning

170

Ep 4: The Financial Doctor

171

Ep 3: Chess, Roulette, or Poker?

172

Ep 2: Football and Financial Planning

173

Ep 1: Financial Wisdom From Charles Barkley