In this episode Mark addresses questions from listeners in a special ‘Monthly Mailbag' show.
He explores Ryan’s suggestion of renaming the middle phase of financial freedom the ‘Mindful Middle.’ Mark also tackles listener questions regarding receiving a lump sum pension or annuity, helping parents with retirement planning, how to use a brokerage account and his favorite retirement planning podcasts.
If you would like your question answered on the show, please send an email to [email protected] and put “podcast question” in the subject line.
Episode Links:
Phases of Financial Freedom | Episode 015
EverydayFI Podcast - Episode 6 - Ryan B: The Middle Path of FI
Exploring Financial Freedom at CampFI Mid-Atlantic | Episode 014
Yellow Bridge: Nusa Lembongan to Nusa Ceningan
Immediate Annuities website calculator
Open Social Security website calculator
Retirement Podcasts:
Timestamps:
In this episode Mark shares his approach to starting the new year with a solid personal financial plan. He covers how to reflect on...
In this episode Mark focuses on the important topic of paying off credit card debt, explaining the detrimental effects of carrying high-interest debt and...
In this episode Mark discusses recent market volatility triggered by the administration’s tariff implementation and subsequent policy reversal, detailing a sharp drop and rebound...