Mark’s Money Mind Monthly Mailbag | Episode 018

Mark's Money Mind
Mark's Money Mind
Mark's Money Mind Monthly Mailbag | Episode 018

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 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


  • 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