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Inside this conversation
As president of Safe Harbor Retirement Planning, Mark has served as a relentless retirement guide to thousands of individuals since 1986. The secret to his longevity has been asking the questions other advisors simply don’t ask; it allows him to make the best decisions for each client’s unique situation and ensure retirement success.
Mark is a former radio talk show host, is an author, and has become the go-to financial educator in the media. His most recent book Don’t Outlive Your Money in Retirement! 7 Key Steps, unveils the step-by-step process used to help maximize the retirement journey.
Mark has been featured in the Wall Street Journal, ABC news.com, FOXNews.com, and Bloomberg Radio, as well as locally (Boston) on NECN and WRKO.
He is also a multiyear recipient of Boston Magazine’s 5 Star
Wealth Manager Award.
Episode description from the official 21CE podcast feed. This text is the show notes, not a full transcript.
What relates to a decision you are facing? Note one idea to test, the person who will own it, and how you will know whether it helped.