Podcast
The Financial Symphony with Mark Lloyd
Hosted by Mark Lloyd · EN
Weekly financial and retirement guidance from Atlanta's Mark Lloyd
11episodes
Episodes
Newest firstAll episodes
Retirement Regrets
Oct 17, 201900:51:45Tap to summarizeThe old saying goes, “Smart people learn from their own mistakes. Geniuses learn from the mistakes of others.” Let’s look at some of the regrets that we hear from people who wish they’d made different financial decisions so that others can learn from those mistakes. Contact Information: Website: https://www.thelloydgroupinc.com/ Phone: 770-932-0387
Transcribe →It's Anyone's Guess
Oct 10, 201900:51:45Tap to summarizeMost people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. To help find these answers, let's help you recognize your inner voice of greed. Contact Information: Website: https://www.thelloydgroupinc.com/ Phone: 770-932-0387
Transcribe →Advisor Red Flags
Oct 3, 201900:51:45Tap to summarizeLet’s talk about some of the red flags that people can look out for when they’re shopping for a financial advisor. Later, we'll help you bounce back from financial mistakes, and mediate some common spousal disagreements.
Transcribe →Financial Prescriptions
Sep 26, 201900:51:45Tap to summarizeJoin us as we learn financial lessons from the world of medicine. We'll also examine the power of hindsight.
Transcribe →Wishful Thinking
Sep 19, 201900:51:45Tap to summarizeSometimes people have some wishful thinking when it comes to their retirement planning. Let’s talk about some of the things that people might think will be true, but could actually just be wishful thinking.
Transcribe →Special Guest: Martin Ruby
Sep 12, 201900:51:45Tap to summarizeMark interviews FSA Martin Ruby about the unique tax challenges that you could be facing in retirement.
Transcribe →Overrated Or Underrated?
Sep 5, 201900:51:45Tap to summarizeThis week we'll give you our take on what's overrated and underrated. We'll also analyze the ins-and-outs of 401(k) rollovers, and give you some starting steps for planning your retirement.
Transcribe →Irreversible Decisions
Aug 29, 201900:51:45Tap to summarizeThere are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. To help make that right call, we'll discuss some tips to finding satisfaction in retirement.
Transcribe →Common Mistakes
Aug 22, 201900:51:45Tap to summarizeWe'll help you avoid some common income planning mistakes, as well as give you some reality checks about your retirement.
Transcribe →The Financial Junk Drawer
Aug 15, 201900:51:45Tap to summarizeLet's dig through your financial junk drawer to find some retirement planning strategies that you may have overlooked.
Transcribe →