The Financial Symphony with Mark Lloyd

Retirement Regrets

The old saying goes, “Smart people learn from their own mistakes. Geniuses learn from the mistakes of others.” Let’s look at some of the regrets that we hear from people who wish they’d made different financial decisions so that others can learn from those mistakes.

 

Contact Information:

Website: https://www.thelloydgroupinc.com/

Phone: 770-932-0387

It's Anyone's Guess

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. To help find these answers, let's help you recognize your inner voice of greed.

 

Contact Information:

Website: https://www.thelloydgroupinc.com/

Phone: 770-932-0387

 

Advisor Red Flags

Let’s talk about some of the red flags that people can look out for when they’re shopping for a financial advisor. Later, we'll help you bounce back from financial mistakes, and mediate some common spousal disagreements.

Financial Prescriptions

Join us as we learn financial lessons from the world of medicine. We'll also examine the power of hindsight.

Wishful Thinking

Sometimes people have some wishful thinking when it comes to their retirement planning. Let’s talk about some of the things that people might think will be true, but could actually just be wishful thinking.

Special Guest: Martin Ruby

Mark interviews FSA Martin Ruby about the unique tax challenges that you could be facing in retirement.

Overrated Or Underrated?

This week we'll give you our take on what's overrated and underrated. We'll also analyze the ins-and-outs of 401(k) rollovers, and give you some starting steps for planning your retirement.

Irreversible Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. To help make that right call, we'll discuss some tips to finding satisfaction in retirement.

Common Mistakes

We'll help you avoid some common income planning mistakes, as well as give you some reality checks about your retirement.

The Financial Junk Drawer

Let's dig through your financial junk drawer to find some retirement planning strategies that you may have overlooked.