The Financial Symphony with Mark Lloyd

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.

Invest Like A Genius

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.

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.

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.

I Can't Get No Retirement Satisfaction

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.

The Retirement Golf Course

We'll take a trip to the retirement golf course, to see how the sport relates to your retirement.

Financial Medicine

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

New Year's Resolutions

It’s usually not hard to come up with ideas for New Year’s resolutions—things like exercising more, eating healthier, reading more books, or getting more sleep. The key is HOW you’re going to make those things happen. And it’s no different with financial resolutions. We'll tell you how to achieve some financial goals that you could set for yourself this year. In the process, we'll determine where your retirement stands.