How To Protect And Grow Your Money with Mark Tabron
166 episodes — Page 2 of 4
Uses For Life Insurance
You might be surprised by some of the things you can do with a life insurance policy. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
The Home Stretch Of Retirement Planning
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
The Retirement Guessing Game
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
New Year Checklist
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
Mailbag Questions
We'll dive into our mailbag and answer some hypothetical questions from our listeners. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Financial Christmas Carols
Let's see what financial lessons we can learn from some popular Christmas carols. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Indexed Annuities
Indexed Annuities might be confusing. Mark will clear up the details on how they work. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
What To Expect From Mark's Dinner Seminars
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
Your Financial Mixtape
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
Quality Service
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
Getting Your Finances In Tune
We'll use some musical analogies to see how you can compose a retirement strategy. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
The 401K Qualifying Event
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
Upcoming Seminars
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
Retiring Today
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
Common Pre-Retiree Tax Mistakes
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
Obvious Financial Moves (That Apparently Aren't So Obvious)
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
The Financial Doctor
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
Ep 100: Imminent Disaster
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
Ep 99: The Financial Suitcase
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
Ep 98: Things You Might Not Know About The Financial Industry
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
Ep 97: Long Term Care
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
Ep 96: Longevity
We'll examine how longevity could impact your retirement strategy. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Ep 95: Your Financial Weather Forecast
We'll draw some analogies between different kinds of weather events and your finances. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Ep 94: The Financial Draft
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
Ep 93: Diversification
Learn what it means to be truly diversified as you prepare for retirement. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Ep 92: Financial Wisdom From Robin Williams
Let's see what financial wisdom we can learn from some quotes by the comedian Robin Williams. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Ep 91: Easy Ways To Ruin Your Retirement
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
Ep 90: Financial Wisdom From Steve Martin
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
Ep 89: What's The Difference?
We'll clear up the confusion about some financial instruments that commonly get mistaken for one another. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Ep 88: Financial Wisdom From Yogi Berra
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
Ep 87: Common Money Mistakes
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
Ep 86: Main Characters And Side Characters In Your Portfolio
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
Ep 85: The SECURE Act 2.0
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
Ep 84: Financial New Years
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
Ep 83: The Desire To Retire
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
Ep 82: Financial Goals
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
Ep 81: Retirement Lessons From Disney World
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
Ep 80: Retirement Coaches
What financial lessons can we learn from some of the world's most successful coaches? Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Ep 79: The Seven Deadly Sins Of Financial Strategizing
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
Ep 78: The Retirement Gridiron
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
Ep 77: Retirement Lessons From Mr. Miyagi
We'll see what financial lessons we can learn from the beloved Karate Kid character Mr. Miyagi. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Ep 76: Financial Hurricanes
Let's see how you can survive catastrophes and stormy weather in your financial life. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Ep 75: Retirement Strategizing With Jerry Seinfeld
Let's find out what financial wisdom we can learn from some Jerry Seinfeld quotes. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Ep 74: Financial Lessons From Financial Songs
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
Ep 73: Raising Kids And Financial Strategizing
Believe it or not, parenting and investing have a lot in common. Allow us to explain... Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Ep 72Ep 72: Annuity 101
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
Ep 71: The Retirement Golf Course
What financial lessons can we learn from the game of golf? Contact Mark: 888-515-GROW ProtectAndGrowMoney.com
Ep 70: A Message For The Good Savers
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
Ep 69: The Last Decade Before Retirement
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
Ep 68: Financial Independence Day
In honor of Independence Day, we'll discuss how you can become financially independent in retirement. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com