2026 Outlook -- What to expect from interest rates, earning, and the economy.

Are you diversified and what is your plan to withdraw money from your accounts?

Has your advisor fully disclosed their firms conflicts of interest?

Tax Saving Strategies your CPA and Tax Preparer aren't away of. Call before 12/31

Mark talks about Nividia Earnings, Private Credit, Crypto, and Interest Rates.

Mark talks about Nividia Earnings, Private Credit, Crypto, and Interest Rates.

Is the market over valued and are you paying unnecessary fees?

Is the market over valued and are you paying unnecessary fees?

Is the AI Boom at risk? There are some cracks in the armor.

Why you need The Property & Casualty Review Checklist and Unbrella Liability.

Why you need The Property & Casualty Review Checklist and Umbrella Liability.

The 6 Chain Reactions of RMD's and More of the Fullchecklist Revew

The 6 Chain Reactions of RMD's and More of the Fullchecklist Revew

Mark Dives into the non financial aspects of The Fullchecklist Review.

The Roth BluePrint and The Goals Meeting.

The Roth BluePrint and The Goals Meeting

Is the S&P 500 overvalued? Mark urges caution and Talks Mag 7 and AI Spending

Recap of the 6 chain reactions caused by Required Minimum Distributions.

Recap of the 6 chain reactions caused by Required Minimum Distributions.

The Roth Blueprint and the 6 Chain Reactions Caused by Required Minimums Distributions.

Is your portfolio properly diversified? It's not just about the S&P 500!

Is your portfolio properly diversified? It's not just about the S&P 500!

Bitcoin and Altcoins with expert Manny Rivera of Coinbridge Partners.

Bitcoin and Altcoins with expert Manny Rivera of Coinbridge Partners.

The Roth Blueprint - Increase your Lifetime Tax-Free Wealth by up to 97%

The Roth Blueprint - Increase your Lifetime Tax-Free Wealth by up to 97%

New Website Features and Why You Should Diversify Away from The MAGNIFICENT Seven.

New Website Features and Why You Should Diversify Away from The MAGNIFICENT Seven.

A way to do a Roth Conversion without reducing your balance and more on tax savings.

I discuss tax strategy and legal ways to make the most of your retirement.

I discuss tax strategy and legal ways to make the most of your retirement.

Why reviewing your Durable Power of Attorney annually is so important!

Why reviewing your Durable Power of Attorney annually is so important!

Is the stock market over valued?

30 Second Commercial for Financial Resources Group, LLC

Tax Strategies for Roth Conversions and the pitfalls you need to avoid.

The Ugly 11 Tax Proposals and why tax planning is so essential.

The Ugly 11 Tax Proposals and why tax planning is so essential.

Why Every Retiree Should Take The 3 Little Pigs Stress Test

How to offset buiness income, capital gains, and high W2 Wages.

How to offset business income, capital gains, and high W2 Wages.

How to maximize your social security and pay less in taxes.

How to maximize your social security and pay less in taxes.

Ways to pay less in taxes in retirement.

Strategies to lower your tax bills in retirement.

How to avoid scams part II, and Income Planning Concepts.

Liberation day recovery, and Part One of Scams Targeting Retirees.

How to build a unique bond portfolio using interest rate hedges.

How to build a global multi asset portfolio.

Episode 12: Mark tackles the taboo topic of Long Term Care Insurance

I discuss how the stock market sell off was not just tariffs.

Correlation. Are your investments doing the same thing or are they offsetting risk?

Mark talks with Gary about ways to save money on taxes and Manager Tenure.

Investment Weighting: What is the proper mix and are you taking on more risk than advertised?

Variable Annuity Fees and why you probably shouldn't be paying them.

Exposing the truth about hidden and unnecessary fees you could be paying

Episode 6: Titling, Beneficiaries, and Estate Planning.

How to pay less in taxes during your retirement.

Episode 4: Preventing Identity Theft, Umbrella Policy, and Reviewing your home insurance.

Episode 3: Mark Talks about having a Quality of Life Directive for your Medical POA