The Financial Symphony with Mark Lloyd

Special Guest: Martin Ruby

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

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.

Common Money Mistakes

Having seen just about every financial scenario out there, this week Mark will talk about some common money mistakes that he's witnessed over the years and what you can do to avoid them. After that, we'll see what kind of financial planning lessons can be learned from the teaching profession, and finally we'll take a handful of listener questions to close out the show.

The Retirement Golf Course

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

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.

End Of Year Checklist

Once you factor in shopping that needs to be done, holiday parties to attend, and travel that you’ll be doing...it will seem like the end of the year will be here sooner than you thought possible. So let’s talk about the financial matters that might need to be on your end-of-year checklist. One possible new year's resolutions would be to catch what's in your retirement planning blind spots.

Financial Medicine

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

Special Guest: Martin Ruby

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

Life Events In Retirement

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. We'll also go over how to handle key life events in retirement.