Want to Retire Early? Here’s What You Really Need to Know
Release Date: 04/03/2025
The Beatles Retirement: All You Need Is A Plan
The Retirement Huddle
It’s been 60 years since Beatlemania took America by storm. But beyond the screaming crowds and legendary performances, some of their lyrics still carry timeless wisdom, even when it comes to your financial life. In this episode, Mark takes a magical mystery tour through classic Beatles songs and uncover what they can teach us about retirement planning. Here’s some of what we discuss in this episode: 🎸 Let It Be: avoid emotional moves when markets get volatile 🕰️ Why planning “yesterday” makes all the difference 🔄 Get Back: life setbacks happen, but you can return to your...
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Conventional Wisdom Is Failing You
The Retirement Huddle
Conventional wisdom sounds safe, but it can be deceiving. “You can’t go wrong with real estate.” “A mortgage is good debt.” “If your investments aren’t working, just try something else.” Sound familiar? In retirement planning, these rules of thumb can be misleading, or even dangerous. In this episode, Mark unpacks common money myths and shows how blindly following them could derail your retirement strategy. Here’s some of what we discuss in this episode: 🏠 Real estate is not always a guaranteed win 🏦 Paying off the mortgage vs keeping it 💤 Retirement without...
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The Retirement Restaurant: Menu for Financial Success
The Retirement Huddle
What do restaurants and retirement planning have in common? More than you might think. In this episode, Mark uses memorable restaurant stories—from the days of smoking vs. non-smoking sections to “pick two” menu rules—to explain some of the most important lessons in investing. You’ll never look at a menu, or your portfolio, the same way again. Here’s some of what we discuss in this episode: 🚭 How “secondhand smoke” from one sector can damage your portfolio 📊 The trade-off between growth, safety, and liquidity—and why you can only pick two 🍱 What restaurant menus...
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Mark’s Financial Superlatives
The Retirement Huddle
📱 Have questions about your retirement strategy? Connect with Mark to get personalized guidance: 👉 https://retirementhuddle.com/#contact Remember those high school superlatives? “Most Likely to Succeed” or “Best Hair?” Well, Mark is handing out his own class superlatives… for the financial world. In this episode, Mark names the best and worst performers when it comes to financial tools and strategies. He dishes on the “Most Underrated,” the “Most Likely to Disappoint” (sorry, variable annuities), and the “Most Overrated” (crypto fans, brace yourselves)....
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Financial Proverbs: Old Sayings, Real Retirement Lessons
The Retirement Huddle
📱 Have questions about your retirement strategy? Connect with Mark to get personalized guidance: 👉 You’ve heard them your whole life, classic proverbs like “Don’t put all your eggs in one basket” or “A bird in the hand is worth two in the bush.” But did you know these old sayings can teach you a lot about how to prepare for retirement? In this episode, Mark shares timeless truths and what they reveal about financial planning. Here’s some of what we discuss in this episode: 🔍 Real diversification vs. Wall Street diversification 🌊 “A rising tide lifts all...
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The 5 Biggest Pain Points in Retirement
The Retirement Huddle
Are you losing sleep over your retirement plan? You’re not alone, and this episode breaks down the most common financial pain points keeping retirees up at night. Mark shares the five biggest fears he sees in his own practice, from outliving savings to the crushing cost of long-term care. But more importantly, he offers clear, realistic strategies to turn worry into confidence and overwhelm into action. Here’s some of what we discuss in this episode: 🚫 Avoiding running out of funds in retirement 🧾 Smart tax planning = more money in your pocket 🏥 How long-term care could drain...
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Five People You Meet In Retirement
The Retirement Huddle
Retirement isn’t just a financial transition, it’s a complete lifestyle transformation. It marks the beginning of a new chapter that should be filled with purpose, connection, and well-being. In this episode, Mark draws inspiration from The Five People You Meet in Heaven to highlight the five essential people you should meet before you retire. These aren’t just helpful contacts, they’re the difference-makers who can profoundly shape your experience in retirement. Here’s some of what we discuss in this episode: 📊 Why your advisor should offer more than just investment advice 📜...
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Retirement Myths That Need to be Busted
The Retirement Huddle
Retirement is meant to bring peace of mind, but that’s hard to achieve when your plans are based on ideas that aren’t completely true. Too many people head into retirement relying on outdated assumptions they’ve heard for years, without realizing the risks they carry. These myths can create a false sense of security, leaving critical gaps in your plan you won’t notice until it’s too late. In this episode, Mark debunks some of the biggest retirement misconceptions that could quietly sabotage your financial future. Here’s some of what we discuss in this episode: 🦍 A zoo hoax...
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You're Asking The Wrong Questions
The Retirement Huddle
Most people approach retirement planning with a list of questions in hand, but what if you're asking the wrong questions? In this episode, Mark unpacks why traditional thinking about retirement often leads people astray. If you’ve ever fixated on your “magic number” for retirement or chased high returns, Mark will show you how those concerns might be holding you back and what to do instead. Here’s some of what we discuss in this episode: 💰 Why a magic “retirement number” is a myth 🏥 Smarter ways to plan for long-term care 🧾 The one document your advisor should be...
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Mailbag: Federal Job Uncertainty & The Travel Bug
The Retirement Huddle
In this mailbag episode, Mark tackles two listener questions from opposite ends of the retirement spectrum. One faces a potential layoff, and the other dreams of seeing the world. Different situations, same goal: a secure, flexible retirement. Mark shares clear, practical strategies for both, including how to build financial resilience, strengthen your emergency savings, and fund global adventures without derailing your long-term financial plans. Here’s some of what we discuss in this episode: 🚨 What to do if forced into early retirement 📦 Building a financial cushion...
info_outlineFor many, the dream of retiring before the traditional age of 65 is appealing, but it comes with its own set of challenges and considerations. In this episode, Mark explores the nuanced challenges of early retirement, from financial preparedness to managing longevity risk and the often-overlooked emotional aspects of leaving the workforce.
Here’s some of what we discuss in this episode:
🏥 Healthcare before 65 is one of the biggest planning hurdles
📉 Sequence of returns risk can derail early retirees without proper planning
🎯 Retiring is one thing—staying retired with purpose is another
🔥 The F.I.R.E. strategy: How some retire in their 40s (frugal lifestyle and eating a lot of rice and beans)
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