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Mark and Jordan Witt are your source for all things retirement. The father-son duo covers everything from the ways current events could affect your savings, to strategies to maximize your...
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Mark and Jordan Witt are your source for all things retirement. The father-son duo covers everything from the ways current events could affect your savings, to strategies to maximize your retirement income, and everything in between.
INVESTMENT ADVISORY SERVICES ARE OFFERRED THROUGH WITT FINANCIAL GROUP, LLC, A STATE REGISTERED INVESTMENT ADVISER LOCATED IN TENNESSEE. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Witt financial group is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Witt Financial Group.
This Radio Show is a Paid Placement
show less
INVESTMENT ADVISORY SERVICES ARE OFFERRED THROUGH WITT FINANCIAL GROUP, LLC, A STATE REGISTERED INVESTMENT ADVISER LOCATED IN TENNESSEE. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Witt financial group is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Witt Financial Group.
This Radio Show is a Paid Placement
Episodes & Posts
Episodes
Posts
10 OCT 2026 · “Is your retirement based on hope—or a plan you trust?” Rising energy costs and inflation threaten even the best-laid nest eggs, but is a million dollars really enough? Mark Witt tackles the hidden pitfalls of traditional retirement approaches and unpacks the bucket strategy that’s survived economic storms. Discover what real retirees wish they’d known—and the quiet mistakes that can unravel decades of saving—while gaining insights for lasting confidence in uncertain times. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
3 OCT 2026 · Is your retirement plan based on hope or hard facts? This episode unpacks the ripple effects of the Federal Reserve’s recent rate hike, explores how inflation and taxes could challenge traditional retirement strategies, and raises the toughest questions few pre-retirees ask. Discover why outdated approaches can leave your future exposed—and what smart, proactive planning looks like when the economic landscape keeps changing. Find out which small decisions today could have a big impact on your retirement tomorrow. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
26 SEP 2026 · What does a $40 trillion national debt mean for your retirement dreams? In this episode, discover why “hoping” you have enough for your golden years may not be enough, and what it takes to shift from uncertainty to confidence. Luann Fulmer and Jordan Witt unpack the overlooked dangers of one-size-fits-all planning, the true impact of taxes, and why flexibility is more crucial now than ever. The stakes are high, but learning how to build choices and resilience into your retirement plan might change everything you thought you knew about your future. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
12 SEP 2026 · Is your retirement plan built on hope or strategy? Discover why those without kids often feel less secure about their financial future—and the crucial steps anyone can take to boost their confidence in retirement. From overlooked tax pitfalls to the realities of long-term care, this episode digs into the hidden gaps that can derail your plans and reveals how a written strategy might just be the game changer you need. Ready to rethink what retirement security really means? Tune in for insights that challenge assumptions and spotlight what it truly takes to retire with certainty. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
5 SEP 2026 · "Are you hoping your retirement works out—or are you building a plan that gives you confidence?" Join Louann Fulmer with Mark and Jordan Witt as they explore why knowing your retirement 'number' means far more than following national averages. This episode unpacks overlooked risks and the keys to ensuring your nest egg creates a dependable paycheck, manages taxes, and funds the life you want after work. Discover how a truly personal approach turns saving into real retirement security—leaving you curious about what your ideal future could look like. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
29 AUG 2026 · "Why do some retirees with sizable nest eggs struggle to enjoy what they've saved? The transition from saver to spender is tougher than many imagine, marked by surprising fears and stubborn old habits. In this lively episode, we explore the mindset shift that leads to real retirement confidence—and the dangers of relying on hope instead of smart planning. The conversation exposes overlooked risks, unexpected mental hurdles, and practical ways to craft a retirement that lets you truly live." Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
22 AUG 2026 · "Are you retiring the hope way, or the smart way?" Booming markets may boost your confidence—but are unseen risks quietly growing? In this episode, the Witt Financial team opens the hood on today’s portfolios, exposes myths around diversification and tax traps, and unpacks the real obstacles that can derail your dream retirement. Discover what it takes to build a resilient, adaptable plan—one that can weather any storm and help you sleep soundly at night. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
15 AUG 2026 · “How do you want to retire: hoping or knowing?” If scary news about Medicare, taxes, or investments has you second-guessing your plan, this episode pulls back the curtain on what’s really changing—and what isn’t. Discover how seasoned advisors approach evolving costs, shifting financial headlines, and overlooked strategies for building lasting confidence. From taxes to investment buckets, learn why a resilient plan matters more than reactive moves. The secrets to retiring on your own terms are discussed—but only for those ready to tune out the noise and focus on what they can control. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
18 JUL 2026 · Are you retiring with a blueprint—or just hoping for the best? Many Americans feel unprepared, unsure if their savings or timing will hold up against rising costs and unexpected twists. This episode explores the gap between “hoping” and “knowing” in retirement, revealing why predictable income—not a magic number—may be your most valuable asset. Dive into the real strategies and overlooked pitfalls that can shape a truly smart retirement plan, and discover why building your financial future without a strategy could leave you exposed to hidden risks. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
11 JUL 2026 · "Are you hoping your retirement plan is enough, or are you ready to take control?" Discover how inflation quietly chips away at your nest egg—and why a ‘smart’ retirement requires more than wishful thinking. The Witt Financial team dives into budgeting, taxes, and family dilemmas with candid stories and practical insights. From surprising inflation numbers to navigating pension choices and power-of-attorney responsibilities, this episode explores the hidden risks—and reveals the overlooked strategies—that shape your financial future. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
Mark and Jordan Witt are your source for all things retirement. The father-son duo covers everything from the ways current events could affect your savings, to strategies to maximize your...
show more
Mark and Jordan Witt are your source for all things retirement. The father-son duo covers everything from the ways current events could affect your savings, to strategies to maximize your retirement income, and everything in between.
INVESTMENT ADVISORY SERVICES ARE OFFERRED THROUGH WITT FINANCIAL GROUP, LLC, A STATE REGISTERED INVESTMENT ADVISER LOCATED IN TENNESSEE. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Witt financial group is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Witt Financial Group.
This Radio Show is a Paid Placement
show less
INVESTMENT ADVISORY SERVICES ARE OFFERRED THROUGH WITT FINANCIAL GROUP, LLC, A STATE REGISTERED INVESTMENT ADVISER LOCATED IN TENNESSEE. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Witt financial group is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Witt Financial Group.
This Radio Show is a Paid Placement
Information
| Author | Chaesare Gray |
| Organization | AE Media |
| Categories | Business |
| Website | - |
| krista@wittfinancialgroup.com |
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