How To Protect And Grow Your Money with Mark Tabron

If you're like most people, you probably have some financial accounts that you don't give much attention. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Let's talk about some of the accounts that people tend to ignore for too long… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

We've seen some rough weeks in the market recently, but nothing at all like some of the major downturns that we've seen in the course of time. Let's review some of the absolute worst days, weeks and years in market history…what caused them and what did we learn?  Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

It's easy to feel like there's a "financial storm" brewing these days - from rising debt and taxes to inflation and market swings - so let's talk about how to stay on track. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

When you're newly retired, tax season might look or feel a bit different. Let's look at some of the biggest tax mistakes retirees make and find out if these are the same mistakes we see pre-retirees and retirees make… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

The idea of a Roth conversion is intriguing to a lot of people, and for some people, it can be a great strategy to enact. Let's explore the concept… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Is that pot of gold at the end of the rainbow all it's cracked up to be? Let's look at some seemingly "lucky" financial situations and explore the strategy or effort that might be needed to make it out on the other side successfully… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Let's talk about a few things in the financial world that might not be all they're cracked up to be, plus some things that don't always get the love that they deserve. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Mark explains how we might find similarities between Winter Olympic events and the world of financial planning… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

You shouldn't just be avoiding the seven deadly sins in your personal life, you should avoid them in your financial life as well… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Bet you didn't expect spending your money to be one of the hardest parts of retirement. But for some, that's the case. Fears of saving enough or worrying about running out of money can have a real impact on your retirement mindset. Let's talk more about why this happens and what to do about it. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

With so much uncertainty in the world today, now is the time to take a closer look at your personal portfolio and make sure you're prepared to weather any financial storm. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

What can James Brown teach us about retirement? Listen in as we see what we can learn from his famous songs.  Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

There are a lot of so-called "experts" in the financial space. People who have written books, host radio shows, or even have a tv show to talk about money, despite often not having any experience in the financial industry. Many times, they have some interesting insight or elements of good advice- sometimes they don't. Mark shares what he thinks about some of these opinions… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

If you really took inventory of your financial situation, you might find that you've been taking for granted some assets that make up a huge piece of your puzzle… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Even some seemingly negative financial circumstances can have a silver lining... Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Aesop's Fables can teach us lessons about life AND money. Today, we'll explore timeless tales and uncover the financial lessons hidden within. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Every fall, it seems like Congress flirts with a government shutdown. Whether the current one ends up being brief or dragging on, this episode will walk you through what you need to know- and share some tips for navigating it. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

If you look at one of those calendars that shows you the different things to celebrate each day, you'll discover that October is Financial Planning Month. So how should you commemorate this most special of occasions? Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Listen in as Mark debunks some common financial planning myths. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Sometimes we feel like we're on a hamster wheel, working hard and handling the chores of daily life but never really "getting ahead" financially. But over time, good strategies and healthy financial habits can make a big difference. What makes a person wealthy, and how do they get there? Let's review five of the signs that you're on the right path. You might be surprised to find you're better off than you thought!  Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Join Mark as he talks about the realities of long-term care and preparing for the costs that come along with it.   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Today, Mark shares 6 reasons to consider continuous income in retirement.   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

There are plenty of proverbs and axioms that aren't meant to be about money, but we can easily learn a financial lesson from them anyway… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Even though most people in the financial media try to make financial concepts seem black and white, not everything is so clear. In fact, most things aren't black and white at all—there's usually a lot of gray area. Let's identify some of the issues that usually require a nuanced discussion… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you've had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it? Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

At this point of the year, most people have gotten their tax return filed for 2024. So now it's time to turn our attention to planning for this year. Let's discuss the tax code updates that you should know about… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors, the majority of whom have been in the business for more than 20 years. Based on that survey, let's see what are other financial advisors experiencing with clients… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Just because you can't plainly see all of the expenses that you'll incur during the retirement planning process, that doesn't mean they aren't there…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

With so much happening in the financial and economic landscape right now, we're breaking down the current state of the market and highlighting some key factors to be aware of.  Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Kids and grandkids often play a big role in financial plans. Let's talk about some of the  common scenarios we see where the future generations somehow come into play  during the retirement planning process.  Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Join us today as Mark discusses his recent and upcoming workshops, taxes, market volatility, and more! Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Tune in as Mark provides details about his upcoming tax workshops on January 21st and 23rd. If you're interested in attending, give us a call at (301) 322-1607! Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: "new year, new me!" To figure out what the new "you" is all about, sometimes it helps to reflect first on what you've done in the past and what you want to change moving forward. Today, we'll talk about the financial decisions and habits you've maybe had in the past and what changes you can make this year to embrace the new you.   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Let's explore some of the financial lies people sometimes tell themselves…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Some things in life are just plain bad and there's no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let's talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you... Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

When it comes to retirement planning, it only takes one area where you planned poorly to ruin your entire plan. Let's talk about how a good retirement plan addresses each of these potential pitfalls…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

In many ways, retirement planning was easier for previous generations. If you're retiring now, you face a completely different set of challenges than your parents or grandparents did. Let's talk about why the retirement planning decisions of the past were easier to make…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Delayed gratification is a difficult skill to master and that's just as true with financial matters as it is the other areas of your life. Let's talk about some instances where you might be faced with a choice of being satisfied now or satisfied later…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Learn how to avoid sneaky IRMAA surcharges and ensure all the puzzle pieces of your retirement plan fit together with Mark.   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Lots of people have questions about their retirement. But most people should be asking other questions that they don't know to ask…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

We often hear people express similar complaints about their financial situations. Let's see if most of these complaints are legitimate or if people are focusing on the wrong things...    Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Mark recently returned from a great business trip to Italy. Join us as he recaps some of his favorite experiences and what he learned during his stay.   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

We polled our listeners to find out what their biggest financial fears are. Listen in to see how Mark helps people address these fears in their retirement plans. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

It's our annual tradition…in honor of Father's Day, let's look at some of the classic lines that dads say and then apply them to financial planning…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

If most of your savings are in tax-deferred accounts like 401Ks and IRAs, you have a tax time bomb on your hands. Let's assess some strategies that can be used to diffuse the time bomb, or at least keep it from getting worse.    Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

How well do you know the answers to some of the most important retirement planning questions? If you don't know the answer to the majority of these questions, there's a good chance that you have some work to do…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

The conventional wisdom is that you can't put toothpaste back in the tube. That is to say, once the deed is done, there's no taking it back. And there are many decisions in retirement planning that can't be undone, so you want to make sure that you make the right call. Explain why these decisions are so important and can't be undone…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Join us as we explore the role that different emotions can play in retirement planning and investing.   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

In this show, we're talking about some financial rules of thumb. You've likely heard some of these nuggets of advice before, so Mark will weigh in on whether they're helpful or not. We'll also explore some of the dangers of financial procrastination.    Contact Mark: 888-515-GROW ProtectAndGrowMoney.com