Explore every episode of the podcast Living Large Radio with Mark Henry

Mark covers some recent financial articles and their relevance of financial and retirement planning.  He covers the “retirement disconnect” and the importance of proactive tax strategies.

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Mark explains the features of his website www.livinglargetax.com.  He walks through the quick and easy process of revealing what you could be facing on taxes and what a better outcome could be.

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Mark continues his recent discussion on financial news articles.  He talks about financial regrets and fears and how to avoid them.

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Mark addresses concerns about the current economic climate and points out the disparity between Wall Street and Main Street.

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Mark defines true diversification in assets and the approach to retirement planning.

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Mark explains what to look for in a financial professional to guide you to and through retirement.  He gives tips on what to watch for in the services one would offer and to make sure they are covering all aspects of retirement planning.

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Mark discusses strategies to consider in order to ensure you navigate properly to retirement.  He covers the need for a risk assessment and to consider a more conservative approach when nearing retirement.

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Mark cautions against delaying strategies until after the election in making the point that the market could have already reacted beforehand.

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Mark continues in this series of a successful retirement navigation focusing on the importance of building income.

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Mark offers commentary on the items in Donald Trump’s 2024 Presidential agenda.

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Mark answers questions on annuities, early retirement, and Roth IRA.

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Mark examines the economic conditions during past U.S. Presidential administrations and how they might compare to today.

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Mark discusses possible economic scenarios depending on the outcome of the 2024 Presidential election.

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Mark covers what has scared the markets such as a weakening labor market.  He covers the proper approach for pre-retirees and retirees to withstand all market conditions.

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Mark discussed the current market volatility, people still dealing with inflation, and the possibility of entering into a recession.

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Mark addresses some frequently asked retirement questions and shares a courageous, good news story.

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Mark emphasizes now is the time to get prepared for economic stress and learning how to anticipate and prepare early for volatility and or even the possibility of a major market downturn.

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Mark addresses some frequently asked retirement questions on IRA withdrawals and variable annuities.

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Mark comments on artificial intelligence answers to the question of “who should I seek to help me retire?”  Suggestions include looking for experience, good credentials, compatibility, fee structure, and reviews.

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Mark highlights what to consider when determining your asset allocation in retirement such as risk tolerance and capacity, your time horizon, and the kind of returns you’ll need.

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Mark discusses the proper strategies for investing when in retirement and the considerations including longevity, inflation, and unexpected expenses.

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Mark addresses the fact that some 10,000 baby boomers reach retirement age and the effect that can have on different retirement entities and components such as Social Security, Medicare, overall healthcare, and the labor market. 

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Mark highlights five strategies to consider in that five year period before retirement.  He describes the financial planning and assessment process, healthcare planning, housing decisions, developing a spending plan, and not forgetting fun.

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The subjects of legacy, retirement savings, and the effects of divorse in retirement are addressed as Mark highlights good questions to ask as you’re beginning the retirement planning process.

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Mark addresses some frequently asked retirement questions on life insurance as a possible alternative to long term care insurance, annuities, and estate planning.

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Mark lists retirement age milestones to be aware of in order to take advantage of opportunities or avoid penalty.

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Mark addresses the unique challenges women face in retirement including pay disparity and the need to plan for a longer retirement.

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Mike sites a survey by Lincoln Financial Group which shows some areas of low confidence in Americans’ retirement plans.  He offers solutions.

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Mark addresses some frequently asked retirement questions on IRAs, RMDs, and annuities.

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Mark discusses how retirement planning should factor in challenges you’ll face throughout the course of your retirement such as market volatility, inflation, healthcare expenses, and taxation.

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Mark shares his thoughts on the future status of Social Security as he discusses an extension of the timeline in which the Social Security trust fund will face monetary challenges.  He also spends some time on inflation of today and how it’s affecting retirees.

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Mark weighs in on comments from billionaire Stanley Druckenmiller discussing fiscal policy and comparing the current economic times to that of the Great Depression era.

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Mark answers retirement related questions regarding IRA tax strategies, building steady retirement income, and how to approach the consideration of gold or precious metal investments.

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Mark weighs in on some comments from people in the financial world including David Kostin, Jamie Dimon, and Larry Fink and offers his take on the subject matter.  He also ties their comments into the retirement mindset.

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Mark discusses the importance of both spouses taking an active role in retirement planning and then talks about what he feels is the right approach to spending in retirement.

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Mark talks about measures to take to avoid regrets that some have upon entering retirement including missed investment opportunities, debt, not having an emergency fund, and being behind on savings.

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Mark discusses the spousal retirement approach in stressing open communication and the need for compromise when couples are approaching retirement.

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Mark covers some good retirement opportunities.  Some are relatively new and come from Secure Act 2.0 including Roth Accounts and Defined Contribution Plans, student loan payback strategies, and special catch up contributions.  Some of the tried and true strategies revolve around Social Security, understanding sequence of returns risk, and accounting for inflation. 

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Mark talks about the importance of knowing what fees you are paying.  He describes different fees including expense ratios, mutual fund transaction fees, and management fees.  Mark also mentions that a fee analysis is part of the comprehensive review at Alloy Wealth Management.

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Mark answers questions on a 403b rollover and on RMD strategies.

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Mark discusses good questions every retiree and pre-retiree should have the answers to.  This includes how to build retirement income, what to do before retiring, consideration of a pension lump sum offer, and whether, or not to use an annuity.

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Mark continues with bad and questionable financial advice on debt, the F.I.R.E. movement, which he favors when properly planned, and on a particular scam.

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Mark debunks some bad and questionable financial advice that is prevalent with the advent of social media.  This episode addresses 401(k) opinions and copying trends.

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Mark covers good financial questions to ask.  He discusses questions on your average rate of return, the appropriate benchmark of your portfolio, and your risk-adjusted return.

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Mark gives the origin of the 4% rule, explains the philosophy behind it, and discusses whether or not it has held up.

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Mark discusses some of the financial hurdles we all face including inflation, consumer debt, lack of emergency savings, and high interest rates. 

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Mark covers important questions that some may be hesitant to ask such as divorce implications in retirement, legacy strategies, and whether or not couples should retire at the same time.

You can reach Mark and the team by calling 800-501-9805.

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Mark covers the three general types of accounts that retirees have and the tax implications of each.  They then discusses what order to consider in your withdrawal strategies.

You can reach Mark and the team by calling 800-501-9805.

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Mark covers what needs to be considered if you’re thinking of retiring early.  This includes debt, matching your portfolio to your proper risk, condering health insurance, and making sure you’re mentally prepared.

You can reach Mark and the team by calling 800-501-9805.

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Mark shares how he feels he has a new lease on life and how he has grown following his kidney transplant.  He also shows how this new approach has even boosted his passion for helping people on their journey to retirement.

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