This week, Mark will teach you how to tune up your financial plan, put your pride in check, and live the dream in retirement. That's right; you'd be surprised in what we can accomplish in under an hour.
Join us as we discuss the financial issues we tend to put off as well as the financial mistakes you could be making as a couple.
Think of Mark as your financial doctor. Hear what he would prescribe for some symptoms you may be experiencing. After that initial consult, we'll identify some red flags you should watch out for in your portfolio.
We'll teach you the lies you learn in broker school as well as some important financial terms. We'll also examine how emotions affect your decision-making process and much more.
Everyone has something they want to do or accomplish in retirement. Let's talk about your retirement goals. We'll also have a conversation on things that don't matter...until they do.
Your retirement will look much different than your parent's. Find out why. We'll also determine your spending personality.
Explore your inner desire to retire, set firm financial goals, and discover how to complete a roth conversion along the way.
Join us as we learn financial lessons from the world of medicine. Also, tell your advisor to give it to you straight. It's time we stop speaking in financial code. Say what you mean.
Your financial circumstances could have both positive and negative aspects. Learn about that double-edged sword. We'll also share with you everything you need to know about life insurance.