The Financial Symphony with Mark Lloyd

Financial Therapy

Let's think of your financial advisor as your financial therapist. We'll discuss some scenarios where it’s almost inevitable that a talk with your advisor seem like a counseling session. Perhaps it would help to reflect on what financial wisdom your grandmother shared with you.

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

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.

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.

The Desire To Retire

On this episode of The Financial Symphony, we'll answer some listener questions, as well as help you organize your financial house and explore your level of desire to retire.

Just What The Doctor Ordered

Think of Mark as your financial doctor. Hear what he would prescribe for some symptoms you may be experiencing. After that initial consult, learn what you can do if you're arriving late to the retirement planning table.

Financial Medicine

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

Special Guest

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