How To Protect And Grow Your Money with Mark Tabron: Recent Episodes
Mark Tabron
Welcome to How To Protect And Grow Your Money with Mark Tabron. If you’ve recently retired or are approaching retirement, then listen up, because on this show we’re going to provide you with essential information designed to prepare you for the financial challenges that lie ahead.
If you want to learn how TO retire and how to STAY retired, you’re in the right place. Your financial future doesn’t have to be complicated, so we’re going to keep it simple on each show.
Your host is Mark Tabron, the President & CEO of Tabron & Associates Financial Services and the author of You Are A Winner.
Call: 888-515-4769
It seems that there's a completely different set of financial challenges faced by Baby Boomers, compared to what their parents faced. Let's talk about some specific retirement planning considerations for this generation.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Everybody likes things to be easy, so we've made this handy list of easy ways to ruin your retirement, if you're into that kind of thing…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let's take some famous movie quotes and put them into a financial context.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Is there really such a thing as having guaranteed income in retirement? Maybe the question is really "guaranteed by whom?"
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let's talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
All TV shows and movies have main characters that get the most attention, but sometimes secondary characters can have a significant effect on the plot. Let's talk about the main characters and secondary characters of your financial life- which items tend to get the most attention and which ones maybe SHOULD get more?
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
If you're like most people, you probably have some financial accounts that you don't give much attention. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Let's talk about some of the accounts that people tend to ignore for too long…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We've seen some rough weeks in the market recently, but nothing at all like some of the major downturns that we've seen in the course of time. Let's review some of the absolute worst days, weeks and years in market history…what caused them and what did we learn?
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
It's easy to feel like there's a "financial storm" brewing these days - from rising debt and taxes to inflation and market swings - so let's talk about how to stay on track.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
When you're newly retired, tax season might look or feel a bit different. Let's look at some of the biggest tax mistakes retirees make and find out if these are the same mistakes we see pre-retirees and retirees make…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
The idea of a Roth conversion is intriguing to a lot of people, and for some people, it can be a great strategy to enact. Let's explore the concept…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Is that pot of gold at the end of the rainbow all it's cracked up to be? Let's look at some seemingly "lucky" financial situations and explore the strategy or effort that might be needed to make it out on the other side successfully…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let's talk about a few things in the financial world that might not be all they're cracked up to be, plus some things that don't always get the love that they deserve.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Mark explains how we might find similarities between Winter Olympic events and the world of financial planning…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
You shouldn't just be avoiding the seven deadly sins in your personal life, you should avoid them in your financial life as well…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Bet you didn't expect spending your money to be one of the hardest parts of retirement. But for some, that's the case. Fears of saving enough or worrying about running out of money can have a real impact on your retirement mindset. Let's talk more about why this happens and what to do about it.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
With so much uncertainty in the world today, now is the time to take a closer look at your personal portfolio and make sure you're prepared to weather any financial storm.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
What can James Brown teach us about retirement? Listen in as we see what we can learn from his famous songs.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
There are a lot of so-called "experts" in the financial space. People who have written books, host radio shows, or even have a tv show to talk about money, despite often not having any experience in the financial industry. Many times, they have some interesting insight or elements of good advice- sometimes they don't. Mark shares what he thinks about some of these opinions…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
If you really took inventory of your financial situation, you might find that you've been taking for granted some assets that make up a huge piece of your puzzle…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Even some seemingly negative financial circumstances can have a silver lining...
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Aesop's Fables can teach us lessons about life AND money. Today, we'll explore timeless tales and uncover the financial lessons hidden within.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Every fall, it seems like Congress flirts with a government shutdown. Whether the current one ends up being brief or dragging on, this episode will walk you through what you need to know- and share some tips for navigating it.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
If you look at one of those calendars that shows you the different things to celebrate each day, you’ll discover that October is Financial Planning Month. So how should you commemorate this most special of occasions?
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Listen in as Mark debunks some common financial planning myths.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Sometimes we feel like we’re on a hamster wheel, working hard and handling the chores of daily life but never really “getting ahead” financially. But over time, good strategies and healthy financial habits can make a big difference. What makes a person wealthy, and how do they get there? Let's review five of the signs that you’re on the right path. You might be surprised to find you’re better off than you thought!
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Join Mark as he talks about the realities of long-term care and preparing for the costs that come along with it.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Today, Mark shares 6 reasons to consider continuous income in retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Even though most people in the financial media try to make financial concepts seem black and white, not everything is so clear. In fact, most things aren’t black and white at all—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
At this point of the year, most people have gotten their tax return filed for 2024. So now it’s time to turn our attention to planning for this year. Let’s discuss the tax code updates that you should know about…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors, the majority of whom have been in the business for more than 20 years. Based on that survey, let’s see what are other financial advisors experiencing with clients…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Just because you can’t plainly see all of the expenses that you’ll incur during the retirement planning process, that doesn’t mean they aren’t there…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
With so much happening in the financial and economic landscape right now, we're breaking down the current state of the market and highlighting some key factors to be aware of.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Kids and grandkids often play a big role in financial plans. Let’s talk about some of the common scenarios we see where the future generations somehow come into play during the retirement planning process.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Join us today as Mark discusses his recent and upcoming workshops, taxes, market volatility, and more!
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Tune in as Mark provides details about his upcoming tax workshops on January 21st and 23rd. If you're interested in attending, give us a call at (301) 322-1607!
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. Today, we’ll talk about the financial decisions and habits you’ve maybe had in the past and what changes you can make this year to embrace the new you.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let’s explore some of the financial lies people sometimes tell themselves…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Some things in life are just plain bad and there’s no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let’s talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you...
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
When it comes to retirement planning, it only takes one area where you planned poorly to ruin your entire plan. Let’s talk about how a good retirement plan addresses each of these potential pitfalls…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
In many ways, retirement planning was easier for previous generations. If you’re retiring now, you face a completely different set of challenges than your parents or grandparents did. Let’s talk about why the retirement planning decisions of the past were easier to make…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Delayed gratification is a difficult skill to master and that’s just as true with financial matters as it is the other areas of your life. Let’s talk about some instances where you might be faced with a choice of being satisfied now or satisfied later…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Learn how to avoid sneaky IRMAA surcharges and ensure all the puzzle pieces of your retirement plan fit together with Mark.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Lots of people have questions about their retirement. But most people should be asking other questions that they don’t know to ask…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We often hear people express similar complaints about their financial situations. Let's see if most of these complaints are legitimate or if people are focusing on the wrong things...
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Mark recently returned from a great business trip to Italy. Join us as he recaps some of his favorite experiences and what he learned during his stay.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We polled our listeners to find out what their biggest financial fears are. Listen in to see how Mark helps people address these fears in their retirement plans.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
It’s our annual tradition…in honor of Father’s Day, let’s look at some of the classic lines that dads say and then apply them to financial planning…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
If most of your savings are in tax-deferred accounts like 401Ks and IRAs, you have a tax time bomb on your hands. Let’s assess some strategies that can be used to diffuse the time bomb, or at least keep it from getting worse.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
How well do you know the answers to some of the most important retirement planning questions? If you don’t know the answer to the majority of these questions, there’s a good chance that you have some work to do…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
The conventional wisdom is that you can’t put toothpaste back in the tube. That is to say, once the deed is done, there’s no taking it back. And there are many decisions in retirement planning that can’t be undone, so you want to make sure that you make the right call. Explain why these decisions are so important and can’t be undone…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Join us as we explore the role that different emotions can play in retirement planning and investing.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
In this show, we're talking about some financial rules of thumb. You've likely heard some of these nuggets of advice before, so Mark will weigh in on whether they're helpful or not. We'll also explore some of the dangers of financial procrastination.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
On this episode, we are going to throw out financial statments to Mark to see if he agrees, or disagrees with them.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Villains in the movies are usually pretty easy to identify, thanks to their all-black outfits, masks, or the evil flying monkeys that work for them. But villains in the financial world aren’t always so easy to identify. Let’s talk about where you might see some famous film villains pop up in your financial life.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
You might be surprised by some of the things you can do with a life insurance policy.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let's explore what changes you might have to make to your retirement strategy as enter the home stretch: 5-10 years out from retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Guessing at your retirement strategy can lead to major financial problems. Mark can help you avoid making the wrong guesses with your strategy.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Now that 2023 is behind us, let's take a look at some financial items that you might want to take care of in 2024.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll dive into our mailbag and answer some hypothetical questions from our listeners.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let's see what financial lessons we can learn from some popular Christmas carols.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Indexed Annuities might be confusing. Mark will clear up the details on how they work.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Mark has some end-of-year dinner seminars coming up. We'll detail what to expect from them, and what you can learn about your finances by attending.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let's make a mixtape of some popular songs, and see what financial lessons we can learn from them.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll discuss what quality service looks like, and what makes Mark stand out from other financial professionals.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll use some musical analogies to see how you can compose a retirement strategy.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
When you’re working at a company and contributing to the 401K there, your money is essentially stuck in the 401k plan until you have a qualifying life event that allows you to get the money out. Mark will discuss the most common qualifying events he sees within his practice.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Mark details some important seminars that he has coming up, and what they can teach you about tax strategies in retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Retirement isn't like it used to be. We'll review the reasons why retirement strategizing is so different today compared to even 5 years ago.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Make sure that you avoid these common mistakes that pre-retirees make with their taxes as they prepare for retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll examine how working with a financial professional is like getting a check-up for your doctor.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let’s talk about some of the areas of your financial life where disaster might be right around the corner.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
With summer in full swing, most people are planning out their vacations. Let's see how your financial strategy is like packing a suitcase for your retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Some aspects of the financial industry aren't immediately apparent to the average person. We'll give you some helpful tips to navigating the financial world.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Long term care is often overlooked when it comes to preparing for retirement. Let's make sure that you know how you want to handle long term care in your future.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll examine how longevity could impact your retirement strategy.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll draw some analogies between different kinds of weather events and your finances.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
In honor of the upcoming NFL draft, let's see what financial players you should be drafting for your retirement team.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Learn what it means to be truly diversified as you prepare for retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let's see what financial wisdom we can learn from some quotes by the comedian Robin Williams.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll give you a guide on how to ruin your retirement, so you'll know what to avoid in your financial strategy.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll analyze some humorous quotes from comedian Steve Martin and see what financial lessons we can learn from them.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll clear up the confusion about some financial instruments that commonly get mistaken for one another.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll analyze some famous quotes from baseball player Yogi Berra, and see how they might relate to your retirement strategy.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll go over some common money mistakes and how to avoid them. Make sure that you aren't making any of these mistakes in your retirement strategy.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
In every story, there are main characters and there are side characters. Both play a vital part in the story, but their roles and importance differ. Let's see which character types your investments are emulating in your retirement story.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Late last year, Congress passed the SECURE Act 2.0 into law. Let's see how it could possibly affect your retirement going forward.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll kick off 2023 by examining what the new year could have in store, as well as reflect on some of the biggest financial headlines of 2022.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll examine the different levels that people hit when it comes to wanting to retire. Which level are you?
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
With New Years' around the corner, we'll delve into some common financial goals people will have for retirement, and how to achieve those goals.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll examine what financial lessons we can learn from some famous (and infamous) rides at Disney World.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
What financial lessons can we learn from some of the world's most successful coaches?
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
What financial lessons can we learn from some of the world's most successful coaches?
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
You shouldn’t just be avoiding the seven deadly sins in your personal life, you should avoid them in your financial life as well…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
With football season in full-swing, let's see what financial lessons we can learn from the game of football.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
With football season in full-swing, let's see what financial lessons we can learn from the game of football.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll see what financial lessons we can learn from the beloved Karate Kid character Mr. Miyagi.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let's see how you can survive catastrophes and stormy weather in your financial life.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let's find out what financial wisdom we can learn from some Jerry Seinfeld quotes.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let's find out what financial wisdom we can learn from some Jerry Seinfeld quotes.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll examine some famous song lyrics about money to see how they could apply to your portfolio.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll examine some famous song lyrics about money to see how they could apply to your portfolio.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Believe it or not, parenting and investing have a lot in common. Allow us to explain...
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Believe it or not, parenting and investing have a lot in common. Allow us to explain...
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
There’s a lot of confusion out there about annuities, probably because there are different types of annuities that do different things. Mark will explain how different annutiies work and how they might be used in someone’s financial plan.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
What financial lessons can we learn from the game of golf?
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
You've been diligent and saved enough money for retirement - now what? We'll discuss the ways that you can protect and grow that money properly.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
You've been diligent and saved enough money for retirement - now what? We'll discuss the ways that you can protect and grow that money properly.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll list out some important decisions you'll have to make as you transition into your retirement lifestyle.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
In honor of Independence Day, we'll discuss how you can become financially independent in retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
The beginning of summer also means the beginning of road trip season. How is retirement strategizing like planning for a road trip?
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
In honor of Father's Day, let's see what financial lessons we can take from some common dad-isms.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll look at some recent financial headlines, and examine why they may not be telling the whole story. Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let's take a step into the world of psychology and see what cognitive biases might be influencing your financial decisions without you realizing it. Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll examine some quotes from one of the most successful investors in history, Warren Buffett.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
In honor of Mother’s Day, let’s take some of the things that mom used to tell us and apply it to our financial strategy.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Without a retirement strategy, there are some financial pain points that could pop up. Make sure that you are prepared. Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll examine some common misunderstandings people have about finances, and help clear up the confusion. Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll look at some popular game shows and see how they might relate to your retirement strategy.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Josh Brown, a CNBC commentator, usually has wise things to say about how you should
react during difficult times in the market. He says that when you’re dealing with a
difficult stock market, the answer is rarely “try harder.” Instead the answer is usually
“do less.” Type A people usually have a tough time dealing with that concept. Let’s
explore some questions that he says you should be considering during difficult markets.
We'll discuss some of the wrong questions that people ask, and what are the better questions to figure out as you prepare for retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Most people probably think that a financial advisor's primary job is picking investments, but of course, that’s actually only a small part of it. The reality is that their primary job is solving problems. Mark will discuss some problems he has encountered and how he worked towards the solution. Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Financial jargon can sometimes be confusing. We'll give you the proper definitions of some financial terms you may have heard.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let's talk about what it takes to possibly retire early.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
What can we learn about retirement strategizing from these popular board games? Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let’s see what we can learn about retirement strategizing from these Shaquille O’Neal quotes…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
On this special episode of the show, Mark will interview Willie Jolley about his books and his outlook on life.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
With the new year upon us, let’s run through the checklist of things people should be thinking about as it relates to their financial plans.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Making a financial strategy is different with couples. We'll talk about some of the special financial considerations to make when couples are involved.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let’s discuss some of the financial matters that folks should consider addressing before the end of the year…
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll talk about the first steps you could take as you start developing a retirement strategy.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Very often, we hear people try to make excuses or explain away some of their questionable financial decisions. Let’s talk about why these excuses usually don’t hold water.
Mark has several seminars coming up in the D.C. area. We'll give an overview of the lessons that you could learn by attending.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Delayed gratification is a difficult skill to master and that’s just as true with financial matters as it is the other areas of your life. Let’s talk about some instances where you might be faced with a choice of being satisfied now or satisfied later.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Wisdom can come from unexpected places. We'll examine some quotes from some unlikely sources, and see what they can tell us about formulating a retirement strategy.
One of the most important aspects of retirement is figuring out how to get a steady stream of income for your lifestyle. We'll cover the essentials of income strategizing.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
In many ways, retirement is much more difficult than it used to be. We'll talk about what's changed in the past few decades since the "good old days" of retirement strategizing.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
There are some financial improvements you can make that aren't that difficult to do. We'll discuss the easiest tweaks you can make to your portfolio to potentially improve your retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Spouses can often have disagreements about finances. Mark will detail how he typically navigates financial arguments between husbands and wives.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Over the years, Mark has worked with people who have lost their spouse wanting advice to make sure that their financial health is still good. We discuss some of the common problems Mark sees for people that are in these situations.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We all make mistakes - what matters is how you recover and learn from your mistakes. We'll give you some ideas on how you can bounce back from financial mistakes.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll give you the rundown on what Roth 401(k)s are and how they work, for those that use them as part of their retirement portfolio.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Where do you stand when it comes to retirement? We'll go over the main questions a person needs to answer if one of these categories describes their mindset.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll discuss some universal truths that everyone must deal with as they prepare for retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Believe it or not, Mick Jagger has dispensed a lot of retirement wisdom in his life. Granted, he didn’t mean for these statements to have anything to do with money when he said them, but we’re here to weave these quotes into a financial lesson.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Our past can influence our present. How do your memories of key financial moments in our country's history impact how you invest?
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
People sometimes have the habit of moving the goalposts when they prepare for retirement. We'll go over some of the common ways that this can happen, so that your retirement strategy can be as strong as possible.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
The market will always be volatile - let's make sure that your portfolio is always prepared to handle that volatility.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll go over some common mistakes people make with their 401(k)s, so that you can avoid them.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
You probably heard a lot of sayings from your grandmother. We'll examine some of these common sayings and how they might relate to your retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Mark may not be a licensed therapist, but there are times when he has to guide people through complicated and stressful financial matters. Listen to find out if any of these stressful situations apply to you, and learn how you can deal with them.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let’s talk about the financial matters you should be thinking about when you encounter some of these significant events in life.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Pop Quiz! Let's see how much you know about your retirement strategy. Don't worry, Mark can help you study.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Retirement isn't just about surviving, it's about thriving. We'll go over some ways that you can be satisfied in retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
There are a lot of questions that need to be answered as you prepare for retirement. Let's see how Mark handles some of the uncertainties in retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Some financial professionals would rather give you the popular opinion rather than the right one. Mark will tell you what you need to hear.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
There are a few rules of thumb that many people follow when it comes to their finances. While it's not a bad place to start, this could cause major problems down the road for someone's retirement. We take a look at a few of those rules of thumb today, explain what they are, and why you should get a professional opinion instead.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll discuss things inside and outside of the financial world that, quite frankly, don't make any sense.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Many people like to procrastinate with their retirement until it's too late. Make sure that you have a strategy in place for when it's needed.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll look at how getting ready for retirement can be like assembling a jigsaw puzzle. Make sure that all of your financial pieces are in the right place.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Mark goes more in-depth about his latest booklet on how having an annuity can help you in retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll talk about the benefits of working with a financial professional. Find out how Mark Tabron can help you with your retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
There are a lot of unknowns when it comes to preparing for retirement. Let's make sure that you aren't guessing at the information you need to know.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Learn about the ins and outs of a specific financial instrument: the fixed index annuity.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
With basketball season in full swing, we thought it might be fun to look at what financial lessons we can learn from the sport. Let's make sure that your retirement is a slam dunk!
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Mark Twain has been gone for decades, but his wit and wisdom lives on. We'll examine some famous quotes from Mark Twain, and see how they might apply to financial planning.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Financial planning isn't just about numbers. We also have to consider what your values are as you enter into retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let's talk about the intersection between legacy planning, financial planning, and making sure your family is cared for as you go through retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
With 2020 almost behind us, let's see what financial moves you could make to finish the year strong, and to get prepared for 2021.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
When people don't have a good idea of how the financial industry works, they may make some unreasonable requests of their financial professionals. We'll walk you through some common requests people may make, why they are unreasonable, and what your expectations should be as you plan for retirement.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll cover a broad range of topics in rapid-fire succession. What could be in store for us in 2021? What's the latest update on the election? How has Mark's businesses handled the pandemic? Find out all that and more on this episode.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Retirement planning is not often a solo venture. Your spouse also factors into the equation. Make sure that you avoid some common mistakes that couples make when they plan out their finances.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Let's see which financial vehicles are tricks and which are treats in your portfolio.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll take a look at some famous movie villains and see what financial villains might be hiding in your portfolio.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll have Mark Tabron put on his financial stethoscope and try to diagnose and treat some of your financial ailments.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Almost all financial decisions can be compared to a game of chess, roulette, or poker. Let's make sure that you have a sound strategy with your finances.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
Since we are in the midst of football season, let's see if we can learn anything about financial planning from the game.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com
We'll take a look at some famous Charles Barkley quotes to see if we can glean any financial wisdom from them.
Contact Mark:
888-515-GROW
ProtectAndGrowMoney.com