The Financial Symphony with Mark Lloyd

A Financial Touchdown

With the Super Bowl right around the corner, we'll see what lessons we can apply from the game of football to your financial plans. We'll also tackle some of the items that should be on your pre-retirement checklist so that your finances can take flight and much more.

Major Life Events And Your Finances

Sometimes major life events, whether good or bad, can wreak havoc on your finances. We'll talk about some of the ways to rethink your financial planning approach if you find yourself in one of these situations. We'll also discuss how emotions motivate us financially, and we'll take your listener questions.

The Race To Retirement

Planning for retirement is kind of like running a marathon. If you sprint from the start, you're never going to finish. On this edition of the Financial Symphony, we'll show you how to properly train your portfolio for success. We'll also point out some of the rookie mistakes to avoid when investing.

Decisions You Only Make Once

If you've ever squeezed out too much toothpaste while brushing your teeth and tried to put it back in the tube, you know it's impossible. Some of the important financial decisions we make are like that; they're irreversable. We'll talk about some of the choices you only get to make once, and we'll also discuss market volatility. 

Tax Consequences

There are all sorts of financial instruments that help you grow your portfolio. However, different types of accounts have different tax consequences. Today we'll talk about the tax consequences you'll want to be aware of as you plan for retirement. We'll also take your listener questions. 

The Villains Of The Financial World

If you picture your classic movie, your favorite movie villain might come to mind. Through the years, The Wicked Witch of the West, Darth Vader, and Keyser Soze have all left their mark on Hollywood. Today we'll take some of those characters and explain how they just might relate to the financial world. We'll also take your listener questions. 

Imagining Retirement

It's easy to dream about the day you'll finally be able to walk out of the office for the last time. It's much more difficult to picture how your retirement reality will look. On this week's show, we'll help you to imagine the details of your retirement. We'll also make sure your financial instruments are all in tune. 

The Way Things Used To Be

Today, we'll do a little financial reminiscing. We'll talk about the way retirement planning used to be and how you should be planning today. We'll also discuss some financial red flags that could hurt your portfolio.

Why Your Last Decade At Work Is The Most Important Decade

The last decade before your final day in the office is one of the most important. During this time it's essential to make sure you have your finances in order as you prepare to retire. We'll fill you in on the things you should be doing during this crucial time in your career. We'll also explain some financial rules of thumb and take your listener questions. 

Dusting Off Those Old Accounts

We'll take your listener questions and discuss spending patterns that tend to happen during retirement. We'll also talk about some of the old financial accounts you shouldn't be neglecting.