How To Protect And Grow Your Money with Mark Tabron

Even though most people in the financial media try to make financial concepts seem black and white, not everything is so clear. In fact, most things aren't black and white at all—there's usually a lot of gray area. Let's identify some of the issues that usually require a nuanced discussion… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you've had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it? Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

At this point of the year, most people have gotten their tax return filed for 2024. So now it's time to turn our attention to planning for this year. Let's discuss the tax code updates that you should know about… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors, the majority of whom have been in the business for more than 20 years. Based on that survey, let's see what are other financial advisors experiencing with clients… Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Just because you can't plainly see all of the expenses that you'll incur during the retirement planning process, that doesn't mean they aren't there…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

With so much happening in the financial and economic landscape right now, we're breaking down the current state of the market and highlighting some key factors to be aware of.  Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Kids and grandkids often play a big role in financial plans. Let's talk about some of the  common scenarios we see where the future generations somehow come into play  during the retirement planning process.  Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Join us today as Mark discusses his recent and upcoming workshops, taxes, market volatility, and more! Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Tune in as Mark provides details about his upcoming tax workshops on January 21st and 23rd. If you're interested in attending, give us a call at (301) 322-1607! Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you've done in the past and what you want to change moving forward. Today, we'll talk about the financial decisions and habits you've maybe had in the past and what changes you can make this year to embrace the new you.   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Let's explore some of the financial lies people sometimes tell themselves…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Some things in life are just plain bad and there's no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let's talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you... Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

When it comes to retirement planning, it only takes one area where you planned poorly to ruin your entire plan. Let's talk about how a good retirement plan addresses each of these potential pitfalls…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

In many ways, retirement planning was easier for previous generations. If you're retiring now, you face a completely different set of challenges than your parents or grandparents did. Let's talk about why the retirement planning decisions of the past were easier to make…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Delayed gratification is a difficult skill to master and that's just as true with financial matters as it is the other areas of your life. Let's talk about some instances where you might be faced with a choice of being satisfied now or satisfied later…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Learn how to avoid sneaky IRMAA surcharges and ensure all the puzzle pieces of your retirement plan fit together with Mark.   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Lots of people have questions about their retirement. But most people should be asking other questions that they don't know to ask…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

We often hear people express similar complaints about their financial situations. Let's see if most of these complaints are legitimate or if people are focusing on the wrong things...    Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Mark recently returned from a great business trip to Italy. Join us as he recaps some of his favorite experiences and what he learned during his stay.   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

We polled our listeners to find out what their biggest financial fears are. Listen in to see how Mark helps people address these fears in their retirement plans. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

It's our annual tradition…in honor of Father's Day, let's look at some of the classic lines that dads say and then apply them to financial planning…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

If most of your savings are in tax-deferred accounts like 401Ks and IRAs, you have a tax time bomb on your hands. Let's assess some strategies that can be used to diffuse the time bomb, or at least keep it from getting worse.    Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

How well do you know the answers to some of the most important retirement planning questions? If you don't know the answer to the majority of these questions, there's a good chance that you have some work to do…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

The conventional wisdom is that you can't put toothpaste back in the tube. That is to say, once the deed is done, there's no taking it back. And there are many decisions in retirement planning that can't be undone, so you want to make sure that you make the right call. Explain why these decisions are so important and can't be undone…   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Join us as we explore the role that different emotions can play in retirement planning and investing.   Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

In this show, we're talking about some financial rules of thumb. You've likely heard some of these nuggets of advice before, so Mark will weigh in on whether they're helpful or not. We'll also explore some of the dangers of financial procrastination.    Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

On this episode, we are going to throw out financial statments to Mark to see if he agrees, or disagrees with them. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Villains in the movies are usually pretty easy to identify, thanks to their all-black outfits, masks, or the evil flying monkeys that work for them. But villains in the financial world aren't always so easy to identify. Let's talk about where you might see some famous film villains pop up in your financial life. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

You might be surprised by some of the things you can do with a life insurance policy. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Let's explore what changes you might have to make to your retirement strategy as enter the home stretch: 5-10 years out from retirement. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Guessing at your retirement strategy can lead to major financial problems. Mark can help you avoid making the wrong guesses with your strategy. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Now that 2023 is behind us, let's take a look at some financial items that you might want to take care of in 2024. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

We'll dive into our mailbag and answer some hypothetical questions from our listeners. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Let's see what financial lessons we can learn from some popular Christmas carols. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Indexed Annuities might be confusing. Mark will clear up the details on how they work. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com  

Mark has some end-of-year dinner seminars coming up. We'll detail what to expect from them, and what you can learn about your finances by attending. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Let's make a mixtape of some popular songs, and see what financial lessons we can learn from them. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

We'll discuss what quality service looks like, and what makes Mark stand out from other financial professionals. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

We'll use some musical analogies to see how you can compose a retirement strategy. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

When you're working at a company and contributing to the 401K there, your money is essentially stuck in the 401k plan until you have a qualifying life event that allows you to get the money out. Mark will discuss the most common qualifying events he sees within his practice. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Mark details some important seminars that he has coming up, and what they can teach you about tax strategies in retirement. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Retirement isn't like it used to be. We'll review the reasons why retirement strategizing is so different today compared to even 5 years ago. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Make sure that you avoid these common mistakes that pre-retirees make with their taxes as they prepare for retirement. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

We'll examine how working with a financial professional is like getting a check-up for your doctor. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Let's talk about some of the areas of your financial life where disaster might be right around the corner. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

With summer in full swing, most people are planning out their vacations. Let's see how your financial strategy is like packing a suitcase for your retirement. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Some aspects of the financial industry aren't immediately apparent to the average person. We'll give you some helpful tips to navigating the financial world. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

Long term care is often overlooked when it comes to preparing for retirement. Let's make sure that you know how you want to handle long term care in your future. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com

We'll examine how longevity could impact your retirement strategy. Contact Mark: 888-515-GROW ProtectAndGrowMoney.com