For 35 years, Mark Singer owned an independent financial planning firm, Safe Harbor Retirement Planning, in the Boston area, a Commonwealth Financial Network affiliate. During that time, he was living life at full speed—running three businesses, exercising, playing golf, boating, spending time with grandchildren—until he had a life-changing stroke in October 2022.

He lost his ability to speak, swallow, eat and perform the most basic functions. His recovery forced him to slow down and retire from the business earlier than he expected.

In this episode of The Healthy Advisor, host Diana Britton talks with Mark Singer, a retired financial advisor, about how the stroke reshaped his view of success and identity. His story points to the strength of resilience, perspective and compassion, both in business and in life.

Diana and Mark discuss:

Mark’s journey from textile manufacturing to founding Safe Harbor Retirement Planning in Boston
The moment the stroke upended his life, and how he figured out a way forward
Mark’s mantra of “focus on the what is, not the what if.”
How things played out with his financial planning business
The role of friendships, community and client relationships in his recovery
Lessons learned from 35 years as an advisor

Resources:

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Subscribe and listen to The Healthy Advisor on Spotify

Connect With Mark Singer:

LinkedIn: Mark Singer
mark55retire@gmail.com

Connect with WealthManagement.com:

About Our Guest:

Author Mark Singer has been recognized for his vision and creativity within the world of financial planning. He is the author of two books, and the most recent, The Six Secrets to a Happy Retirement, is available on Amazon.com. Drawing upon his over three decades as a founder of one of the leading retirement firms in Boston, the book profiles the financial, emotional, and physical issues associated with the transition into retirement.

He retired from his role as president of Safe Harbor Retirement Planning in 2022, and had served as the Retirement Guide to thousands of investors since 1986. Mark’s approach was to focus on each individual client and ask the questions that other advisors and investors often overlook.

Mark is a frequent speaker and has been featured in The Wall Street Journal, ABCNews.com, FoxNews.com, and Bloomberg Radio, as well as locally (Boston) on NECN and WRKO.

Mark is also a multiyear recipient of Boston Magazine’s 5 Star Wealth Manager Award.

The Healthy Advisor: An Unexpected Stroke and the Way Forward With Mark Singer