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The Retirement Huddle

The Retirement Huddle

Autor: Mark Howard
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Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, contact Mark today at 888-511-PLAN (7526) or go to HowardFinancialGroup.comCopyright Mark Howard 2022 Ekonomia Finanse osobiste Sukces osobisty
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  • Millennials, Gen X, and Boomers: Different Money Challenges

    Millennials, Gen X, and Boomers: Different Money Challenges
    Oct 15 2026

    Every generation retires with a different financial story, but uncertainty has a way of showing up at every age. In this episode, Mark looks at how the pressures people face can change over time and why those differences matter when building a financial strategy. Ultimately, good planning is about creating enough confidence and clarity to make choices without constantly wondering whether you can afford them.

    Here's some of what we discuss in this episode:

    🏠 Millennials: Navigate housing and debt pressures

    👨‍👩‍👧 Gen X: Balance competing family responsibilities

    💼 Pensions: Adjust to greater personal responsibility

    📈 Boomers: Manage uncertainty approaching retirement

    🧭 Planning: Turn uncertainty into clearer decisions

    Want to get in touch with Mark?

    https://retirementhuddle.com/
    mark@howardfinancialgroup.com
    888-511-7526
    Rozwiń Zwiń
    9 min
  • 5 Tax Strategies to Consider Before Year-End

    5 Tax Strategies to Consider Before Year-End
    Oct 1 2026

    Waiting until tax season to think about taxes is often too late. Many of the best opportunities require planning before the calendar year ends.

    In this episode, Mark breaks down several strategies that may help reduce taxes over time, including donor-advised funds, SEP IRAs, HSAs, withholding adjustments, RMD planning, and qualified charitable distributions.

    Here's some of what we discuss in this episode:

    💝 Bundle Giving: Donor-advised funds can improve charitable deductions

    💼 Use SEP IRAs: Self-employed income may open another tax-saving opportunity

    🧾 Check Withholding: Avoid giving the government too much all year

    🏥 Use the HSA: Triple tax benefits can be powerful

    📆 Plan RMDs Early: Don't wait until December

    Want to get in touch with Mark?

    https://retirementhuddle.com/
    mark@howardfinancialgroup.com
    888-511-7526
    Rozwiń Zwiń
    13 min
  • Mailbag: Social Security Rules, ESG Investing, and REIT Pitfalls

    Mailbag: Social Security Rules, ESG Investing, and REIT Pitfalls
    Sep 17 2026

    Retirement decisions often get complicated when one rule, product, or investment idea starts driving the entire conversation. Mark answers listener questions about Social Security earnings, ESG investing, and REITs while bringing each topic back to the bigger retirement picture. The common thread is simple: start with the plan, then decide which tools actually belong in it.

    Here's some of what we discuss in this episode:

    💼 Seasonal Work: Social Security earnings rules deserve context

    🌱 ESG Investing: Values can limit diversification

    🧭 Plan First: Strategy should drive decisions

    🏢 REIT Risks: Liquidity and fees matter

    🧩 Planning Mindset: Products should serve goals

    Want to get in touch with Mark?

    https://retirementhuddle.com/
    mark@howardfinancialgroup.com
    888-511-7526
    Rozwiń Zwiń
    16 min
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