On The Mark Podcast

Episode 9: Mark shares the pitfalls of owning bonds with listeners and why they may not be as safe as they thought. More importantly, why weren't they shown these risks.

• Call today to learn how you can win a $100.00 Gift Card to Cumberland Farms!
• Take our quiz under the Estate Planning Tab, Do you need a Will or Trust?

Episode 8: If you own a variable annuity, it often comes with some great features like tax deferral, income for life, and enhanced death benefits. They also have many investment managers inside the sub-accounts. Were you shown all the fees and how these products work? And are you aware of how your advisor is paid to choose these products versus a lower-cost option? Tune in to see if you could be paying unnecessary fees.

• Call today to learn how you can win a $100.00 Gift Card to Cumberland Farms!
• Take our quiz under the Estate Planning Tab, Do you need a Will or Trust?

Episode 7: Are you paying unnecessary fees on your investment accounts? Discover how hidden and unnecessary fees could impact your current and future retirement savings. Stay tuned for next week's episode, where we delve into the pros and cons of Variable Annuities. 

• Call today to learn how you can win a $100.00 Gift Card to Cumberland Farms!
• Take our quiz under the Estate Planning Tab, Do you need a Will or Trust?

Episode 6: Mark highlights the importance of properly titling your accounts to avoid probate, how to avoid unintentionally disinheriting your grandchildren, and two special offers. How to win a $100.00 gift card and a complimentary estate plan for any client and their adult children.

• Call today to learn how you can win a $100.00 Gift Card to Cumberland Farms!
• Take our quiz under the Estate Planning Tab, Do you need a Will or Trust?

Episode 5: Mark talks with Gary Byron about ways retirees can save money on taxes by throwing away conventional wisdom and thinking differently. He has implemented these examples for his clients and can potentially do the same for you.

Episode 4: Catch the insightful discussion on the importance of having an identity theft plan, Umbrella Liability Insurance, and the necessity of the Property Casualty review kit. Airing on WDRC Talk of Connecticut with Gary Byron, this episode sheds light on crucial aspects every pre and existing retiree should have covered.

Episode 3: Mark talks about the importance of updating your will or trust, how your durable power of attorney does not work with social security and much more.

Episode 2: Mark highlights the importance of having a Quality of Life Directive for your medical power of attorney and being proactive with Identity Theft protection.

Episode 1: Mark  introduces the 7 essential documents every retiree should have with Talk Of Connecticut host Gary Byron