This episode is an introduction to the Mark’s Money Mind show hosted by Mark Trautman, CFP® from Crested Butte, Colorado. He shares his passion for financial education and his plan to share timely topics, personal stories and community wisdom through his new show.
Mark shares his own journey to financial independence, beginning from taking the first step of learning about personal finance through books as the internet was not popular back then.
From there, he shares how he and his wife made smart financial decisions like maximizing their 401k contributions, house hacking and maintaining a minimum 20% savings rate. He talks about getting his Certified Financial Planner designation for his own knowledge and transitioning into retirement at age 50.
The story takes a turn with the unfortunate cancer diagnosis of his wife and her subsequent passing. The incident made Mark realize the importance of a living a life of balance, between saving for the future and living in the present, and he encourages listeners to do the same.
The goal of the show is to discuss a wide range of financial topics along with audience participation via submitted questions.
Send your questions to [email protected] (put “Podcast Question” in the subject line)
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00:00 Introduction to Mark’s Money Mind00:28 Why I Started This Podcast00:53 My Journey to Financial Education01:41 The Importance of Community in Financial Learning01:58 My Experience Teaching Personal Finance03:14 My Involvement in the Financial Independence Community04:12 The Range of Topics We’ll Discuss05:43 My Personal Financial Journey12:19 The Importance of Saving and Investing15:18 Our Experience with Housing and Debt27:31 The Decision to Move to Colorado32:42 The Impact of My Wife’s Cancer Diagnosis35:30 The Importance of Purpose in RetirementAs an Amazon Associate this show earns income from qualifying purchases. Affiliate links do not increase your costs, and we will only link to products or services that we are familiar with and that we feel may deliver value to you. The modest income received from affiliate links helps support the cost of running and managing this show.