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The Financial Symphony with Mark Lloyd

100 Episodes

52 minutes | Oct 17, 2019
Retirement Regrets
The 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
52 minutes | Oct 10, 2019
It's Anyone's Guess
Most 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  
52 minutes | Oct 3, 2019
Advisor Red Flags
Let’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.
52 minutes | Sep 26, 2019
Financial Prescriptions
Join us as we learn financial lessons from the world of medicine. We'll also examine the power of hindsight.
52 minutes | Sep 19, 2019
Wishful Thinking
Sometimes 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.
52 minutes | Sep 12, 2019
Special Guest: Martin Ruby
Mark interviews FSA Martin Ruby about the unique tax challenges that you could be facing in retirement.
52 minutes | Sep 5, 2019
Overrated Or Underrated?
This 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.
52 minutes | Aug 29, 2019
Irreversible Decisions
There 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.
52 minutes | Aug 22, 2019
Common Mistakes
We'll help you avoid some common income planning mistakes, as well as give you some reality checks about your retirement.
52 minutes | Aug 15, 2019
The Financial Junk Drawer
Let's dig through your financial junk drawer to find some retirement planning strategies that you may have overlooked.
52 minutes | Aug 8, 2019
Retirement Regrets
The 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.
52 minutes | Aug 1, 2019
It's Anyone's Guess
Most 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.
52 minutes | Jul 25, 2019
Advisor Red Flags
Let’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.
52 minutes | Jul 18, 2019
Financial Medicine
Join us as we learn financial lessons from the world of medicine. We'll also examine the power of hindsight.
50 minutes | Jul 11, 2019
Wishful Thinking
Sometimes 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.
50 minutes | Jun 27, 2019
Overrated Or Underrated?
This 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.
50 minutes | Jun 20, 2019
Irreversible Decisions
There 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.
52 minutes | Jun 13, 2019
Common Mistakes
We'll help you avoid some common income planning mistakes, as well as give you some reality checks about your retirement.
50 minutes | Jun 6, 2019
Apocalyptic Predictions
Some people in the financial media like to make apocalyptic predictions about certain aspects of the economy and stock market. Which of these proclamations have some merit?
48 minutes | May 30, 2019
Financial Medicine
Join us as we learn financial lessons from the world of medicine. We'll also examine the power of hindsight.
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