The Financial Symphony with Mark Lloyd

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.

Over 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.

Apocalyptic Predictions

Some people in the financial media like to make apocalyptic predictions about certain aspects of the economy and stock market. Which of these proclamations have some merit?

Financial Medicine

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

Client Personalities

There are many types of personalities out there when it comes to financial matters, and most of our listeners will fit into one of these classifications. Hear how we can design a plan that fits your personality.

Is The Grass Always Greener?

Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss each of these scenarios and whether or not they’re legitimate reasons for leaving your advisor. Later, we'll take a look at how retirement planning is like running a marathon.

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.

It's Time For A Reality Check

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