Mark's Money Mind

Mark's Money Mind Monthly Mailbag | Episode 018


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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:

The Retirement and IRA Show

Retirement Planning Education

The Retirement Answer Man

Retirement Starts Today Radio

Your Money, Your Wealth

Timestamps:

  • 00:29 Introducing Mark's Money Mind Monthly Mailbag
  • 00:46 Listener Feedback: The Mindful Middle
  • 08:56 Jyothi Asks About a Pension: Lump Sum or Annuity
  • 18:55 Brad’s Parental Retirement Scenario
  • 34:47 Leslie Suggests an Episode on Brokerage Accounts
  • 44:00 A Listener Asks for My Favorite Retirement Podcasts
  • ...more
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    Mark's Money MindBy Mark Trautman

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