Gone are the traditional foundations of retirement income—most people don’t have pensions, Social Security is in question. We are facing a slew of challenges previous generations never had to worry about: longevity, increased market volatility, long-term care. A tweet from across the country can affect the value of your portfolio, and because you are relying on this portfolio to provide a retirement income, that causes a lot of stress about how to spend this money.
Helping people live an abundant lifestyle in retirement by focusing on finance, family, friendship, fitness, and faith is Mark Henry's mission. He highlights the importance of a comprehensive financial plan, equipping you with the tools and knowledge that you need to successfully navigate through today’s volatile financial markets.
Each week Mark Henry discusses the latest financial news while sharing some commonsense strategies that help take the guesswork out of maximizing your retirement savings.
Connect with Mark Henry and his team at Allow Wealth by calling (800) 689-3935 or visiting AlloyWealth.com
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 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 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 addresses some frequently asked retirement questions and shares a courageous, good news story.
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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 discusses the proper strategies for investing when in retirement and the considerations including longevity, inflation, and unexpected expenses.
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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 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 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 lists retirement age milestones to be aware of in order to take advantage of opportunities or avoid penalty.
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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 the unique challenges women face in retirement including pay disparity and the need to plan for a longer retirement.
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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 addresses some frequently asked retirement questions on IRAs, RMDs, and annuities.
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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 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 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 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 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 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 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 discusses the spousal retirement approach in stressing open communication and the need for compromise when couples are approaching retirement.
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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 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 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 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 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 answers questions on a 403b rollover and on RMD strategies.
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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.
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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.
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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.
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Mark talks about the importance of doing a financial “deep clean.” Topics range from having a spending plan to emergency fund, debt, and asset allocation.
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Mark compares the fundamentals of college basketball to financial and retirement planning. He stresses the importance of having a good balance, keeping emotions in check, and working with a good coach.
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Mark links some words of wisdom from legendary college basketball coaches to good life lessons and financial lessons. He weighs in on quotes from John Wooden, Dean Smith, Jim Valvano, John Calipari, and Bobby Knight and shows how they can be applied in your financial life.
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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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Mark talks about the history of Social Security and changes through the years in ages to claim, when it became taxable, and the COLA.
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Mark addresses retirement related concerns in this Q&A segment.
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Mark discusses good moves to consider to help avoid a big tax hit in retirement. They include Roth contributions and conversions, Section 7702 of the tax code, and life insurance.
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Mark talks about Roth strategies to consider as a proactive tax plan. He discusses some rules and breaks down the difference between a contribution and a conversion.
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Mark counters the bad financial advice you may hear on the street in areas such as taxes, spending in retirement, and Social Security.
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Mark counters the bad financial advice you may hear on the street in areas such as borrowing from your retirement accounts, the amount needed to retire, and the 60/40 Stock Bond Blueprint.
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Mark covers the components of estate planning including wills, trusts, financial and healthcare Power of Attorney, beneficiary designations, and taxes.
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Mark answers the most frequently asked questions about annuities. How do they differ from traditional savings and brokerage accounts? What are the benefits and potential drawbacks? What types of annuities are there? Get the answers in this podcast.
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Mark answers listener questions on the subjects of risk and how to start saving and investing late in the retirement game.
You can reach Mark Henry at 800-501-9805.
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Mark covers how we can make that journey to and through retirement as smooth as possible. He discusses shifting our viewpoint, reviewing our income needs, factoring inflation and health care costs.
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Mark covers the strategies that help ease that transition from the accumulation phase of your life to distribution in retirement.
You can reach Mark Henry at 800-501-9805.
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Mark Henry answers financial planning and retirement planning questions.
Call Mark Henry and the team at Alloy Wealth at 800-501-9805 or text WEALTH to 800-501-9805 for more information.
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Mark Henry is back with a new edition of Living Large Radio answering the common questions about proper diversification.
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Mark explores the important questions folks should be asking a financial advisor and why each question is integral to your success on the journey to and through retirement.
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Mark explores the key to maximizing your financial success in 2024 through the use of a tried and true strategy.
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Mark Henry is back with a new edition of Living Large Radio explaining the lessons we can learn from financial planning mistakes of the past and present in order to live large in the future.
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Mark Henry shares the financial mistakes made in classic Christmas movies and one very famous sitcom. Henry explains how you can avoid making the same missteps as the beloved characters in each clip and how to keep living large on your way to and through retirement.
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Mark Henry is back with a new episode of Living Large where he shares a story about the most precious gift he has ever received and the inspiring journey that left him with a new lease on life.
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Mark Henry is back with a few lessons we can learn from the Christmas classic "National Lampoon's Christmas Vacation" all of which are centered around financial planning and saving for retirement.
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Mark Henry explores the importance of savings for retirement, breaks down the do’s and don’ts. Henry shares the step that, when implemented, will assist you in earning the retirement deserve.
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Mark Henry and NHL Hall of Fame Broadcaster Chuck Kaiton explore a new scam targeting senior citizens and their retirement savings. Henry shares tips to help you avoid these elaborate schemes that are draining retirement portfolios nationwide.
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Mark Henry answers questions from listeners and helps to guide you through options, solutions and strategies for folks that may encounter similar challenges along the road to retirement.
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Mark Henry is back breaking down the results of a new study discussing fears, concerns and retirement preparedness. Mark explores the outcome and offers tips for how you can find the financial peace of mind you deserve.
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Living Large Radio with Mark Henry is back with a new episode to help you seperate fact from fiction when it comes to retirement planning.
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Living Large Radio with Mark Henry is back with a new episode to help you seperate fact from fiction when it comes to retirement planning.
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Mark Henry kicks off the new edition of Living Large Radio by discussing the intergenerational issues Baby Boomers are facing regarding their retirement plans.
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On a new episode of Living Large with Mark Henry, Mark explores the latest news and disects a survey citing a shocking lack of confidence about retirement planning given the economic climate. Mark helps you find the peace of mind you need to restore confidence in your financial future.
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Mark Henry returns to the hot seat to answer questions from listeners about all things financial planning.
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Mark Henry shares shocking retirement planning statistics and how many folks are feeling overwhelmed about getting their retirement on track. Mark shares a strategy to help you do just that.
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Mark Henry explains the dangers of financial procrastination and how you can get ahead of the game in five simple steps.
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Mark Henry is back with a new edition of Living Large Radio... this time, Mark is in the hot seat answering financial planning questions from listeners in a new edition of Ask The Financial Advisor.
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Mark Henry is back with a new edition of Living Large Radio to discuss the limitations associated with some of the financial planning 'rules of thumb' and why they no longer work in this economy.
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Mark Henry is back with a new edition of Living Large Radio to explore the risks associated with standardized retirement planning 'rules' and why they could be detrimental to your financial future.
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Mark Henry is back in the hot seat to answer some more questions from listeners about retirement planning and tips to help you live large in retirement.
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On the latest edition of Living Large Radio with Mark Henry, Mark shares a few tips that can help you eliminate the risk from your retirement plan and invest for success... in any economic landscape.
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On the newest edition of Living Large Radio with Mark Henry, NHL Hall of Fame Broadcaster Chuck Kation asks Mark questions submitted by listeners of the program and Mark answers as many as he can in 12 minutes or less.
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Mark Henry is back with a new episode of Living Large Radio. Mark breaks down the most important components you can apply to your retirement plan today that will help you enjoy a worry-free transition into retirement.
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On a new episode of Living Large Radio with Mark Henry, Mark explores the many reactive and emotional responses folks have when it comes to their financial planning needs. Henry shares proactive tips to help you stay ahead of these common challenges along the way.
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On a new edition of Living Large Radio with Mark Henry, Mark explores the most common retirement planning concerns folks have and offers strategies to help avoid them and worry less.
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On the latest edition of Living Large with Mark Henry, Mark shares some of the common retirement planning risks and how to avoid them in your retirement plan.
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Mark Henry is back on a new episode of Living Large Radio to answer questions from listeners about all things financial planning and retirement. Mark offers tips and suggestions for folks in similar situations and tips for folks preparing for their financial futures.
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Mark Henry is back on a new episode of Living Large Radio to share the importance of utilizing a tax plan in conjunction with your retirement plan to maximize your financial success.
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Mark Henry is back on a new episode of Living Large Radio to share some of the most common misconceptions, myths and generalizations folks have about financial advisors. Henry explores how to build that plan for retirement that is customized to you and your circumstances by working with the financial advisor who is the right fit for you.
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Mark Henry is back on a new episode of Living Large Radio to share the different ways that the SECURE Act 2.0 is impacting folks preparing for retirement. Mark explains the provisions you need to know about and how they impact your retirement dollars directly.
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Mark Henry is back on a new episode of Living Large Radio to share the best place to begin building your comprehensive plan for retirement. Mark shares some tips that you can use today that will help you live large in retirement.
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Mark Henry is back on a new episode of Living Large Radio with some important strategies to help you regain confidence in your retirement plan.
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Mark Henry is back on a new episode of Living Large Radio with tips to help you find confidence in your retirement and curb the concerns. Mark also explores the uncharted territory the economy is entering and why it's so essential to include this piece in your retirement puzzle.
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Mark explores the benefits of accumulating wealth through a ROTH.
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Mark offers tips for folks 5-10 years away from retirement that help guarantee your financial future is secure and walks through the process for folks that need a written financial plan.
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On this new episode of Living Large Radio with Mark Henry, Mark and NHL Hall of Fame Broadcaster Chuck Kaiton explore the results of the 2023 EBRI Retirement Confidence Survey in a Family Feud inspired format. Mark offers strategies, tips and suggestions for you in your financial planning journey.
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It’s amazing how you can take iconic movie clips and relate them to retirement planning. If you’re skeptical about that, then listen to how Mark relates lines from movies to what we should be considering in strategizing for retirement.
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Mark brings back the popular retirement myth busters in correcting some common misconceptions about long term care protection, debt, Social Security, and safe money.
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What are good questions to ask when meeting with a financial advisor? Mark covers some of them in this podcast. They include questions about how much is needed to retire, retiring early, making the money last, and when to claim Social Security.
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Mark answers questions on the subjects of reconfiguring accounts in retirement, pensions and taxation, treasury bonds, and early career retirement planning strategies.
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Mark Henry is back with a new episode of Living Large Radio to discuss how to prepare for retirement and the questions you should anticipate when meeting with a financial advisor.
Connect with Mark Henry and his team at Alloy Wealth by calling (800) 689-3935 or visiting AlloyWealth.com.
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Mark Henry explores the impact of the continued Federal Reserve interest rate hikes and what that really means for your retirement dollars. Henry explores how the hikes add to the banking crisis on this new episode of Living Large Radio.
Connect with Mark Henry and his team at Alloy Wealth by calling (800) 689-3935 or visiting AlloyWealth.com.
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Mark Henry and NHL Hall of Fame Broadcaster Chuck Kaiton discuss the ways you can secure the retirement savings from your previous jobs.
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On the newest edition of Living Large Radio with Mark Henry, Mark and NHL Hall of Fame Broadcaster Chuck Kaiton discuss ways you can protect your retirement from inflation.
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On this new episode of Living Large Radio with Mark Henry, Mark and Chuck Kaiton explain how to build the income you need into your retirement plan.
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Mark Henry breaks down retirement planning with key age milestones and why they are significant to the retirement process.
Connect with Mark Henry and his team at Alloy Wealth by calling (800) 689-3935 or visiting AlloyWealth.com.
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Mark Henry explains where you shouldn't park your retirement savings in this new episode of Living Large Radio.
Connect with Mark Henry and his team at Alloy Wealth by calling (800) 689-3935 or visiting AlloyWealth.com.
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Mark Henry breaks down the interest rate spike and the impact on your investments. Henry walks through the changes brought into play by the Fed.
Connect with Mark Henry and his team at Alloy Wealth by calling (800) 689-3935 or visiting AlloyWealth.com.
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Mark Henry explores the various options for saving and growing your retirement dollars on Living Large Radio.
Connect with Mark Henry and his team at Alloy Wealth by calling (800) 689-3935 or visiting AlloyWealth.com.
See omnystudio.com/listener for privacy information.
Mark Henry answers questions from listeners in another edition of 'Ask The Advisor' on Living Large Radio.
Connect with Mark Henry and his team at Alloy Wealth by calling (800) 689-3935 or visiting AlloyWealth.com.
See omnystudio.com/listener for privacy information.
Mark Henry shares some shocking retirement planning statistics and offers takeaways to help you on your financial planning journey. Mark provides productive solutions for retirement planning misconceptions and explains how important it is to prepare for change without living in fear.
Connect with Mark Henry and his team at Alloy Wealth by calling (800) 689-3935 or visiting AlloyWealth.com.
See omnystudio.com/listener for privacy information.
Mark Henry discusses the current state of the economy and explores how to plan for retirement despite inflation, economic uncertainty and recessionary concerns. Mark shares four key tips for building a successful retirement plan.
Connect with Mark Henry and his team at Alloy Wealth by calling (800) 689-3935 or visiting AlloyWealth.com.
See omnystudio.com/listener for privacy information.
Mark discusses the importance of planning for your financial future as a team. Henry shares his strategy for navigating the financial planning waters after losing a spouse.
You can reach Mark Henry at 800-501-9805.
Alloy Wealth Management
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Mark Henry is back by popular request for a segment devoted to answering all of your biggest questions.
You can reach Mark Henry at 800-501-9805.
Alloy Wealth Management
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Mark dispels the stigma often associated with annuities. Henry breaks down the proper utilizations and advantages that annuities offer.
You can reach Mark Henry at 800-501-9805.
Alloy Wealth Management
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Mark shares five different ways to recover losses sustained in 2022 and offers suggestions for folks hoping to recoup those losses in 2023.
You can reach Mark Henry at 800-501-9805.
Alloy Wealth Management
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Asked and answered! Your questions for Charlotte's Wealth Coach are shared and Mark provides some insight for each situation.
Connect with Mark Henry and his team at Alloy Wealth by calling (800) 689-3935 or visiting AlloyWealth.com.
See omnystudio.com/listener for privacy information.
How do you protect your retirement and portfolio in turbulent economic times. That is the theme of this podcast as Mark Henry discusses steps to protect yourself and your financial future. The conversation includes topics such as building your retirement savings, taking the emotion out of investing, and most importantly having a plan with the right strategies for you.
You can reach Mark Henry by calling 800-501-9805.
Alloy Wealth Management
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Mark answers listener questions with a diversity of concerns including term life insurance, new investing options, and what to do with a huge sum of money received.
You can reach Mark Henry by calling 800-501-9805.
Alloy Wealth Management
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How should your retirement plan be adjusted in times of high inflation? How should it factor in inflation at all times? Mark answers these questions as he discusses planning for the costs of retirement and understanding the impact of inflation on your goals.
You can reach Mark Henry by calling 800-501-9805.
Alloy Wealth Management
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Mark discusses strategies and savings tips for that time of your life when you're in the financial red zone which is five to ten years away from retirement. He talks about funding your 401(k) to the max and re-thinking the assignments, considering adding an IRA, and not forgetting about taxes.
You can reach Mark by calling 800-501-9805.
Alloy Wealth Management
See omnystudio.com/listener for privacy information.
Connect with Mark Henry and his team at Alloy Wealth by calling (800) 689-3935 or visiting AlloyWealth.com.
See omnystudio.com/listener for privacy information.
Connect with Mark Henry and his team at Alloy Wealth by calling (800) 689-3935 or visiting AlloyWealth.com.
See omnystudio.com/listener for privacy information.
Mark Henry offers some tips for navigating the tax season ahead and explains the impact inflation has on your taxes. Henry shares a simple way to prevent inflation from wreaking havoc on your taxes for the year ahead and provides tips for maximizing your retirement savings.
Connect with Mark Henry and his team at Alloy Wealth by calling (800) 689-3935 or visiting AlloyWealth.com.
See omnystudio.com/listener for privacy information.