On The Mark
Mark Pappa is the CIO and IAR of Financial Resources Group, LLC, a fiduciary. I help retirees and wealthy individuals find ways to untax their retirement income and lessen their chance of running out of money. As the Chief Investment Officer, I manage and design allocation strategies that avoid unnecessary taxes and fees. These strategies have been on the books for decades but aren’t always utilized. Mark is one of 150 advisors trained to conduct The Full Checklist Review to help people discover benefits they are owed and may not be aware of. A “True Advisor” also covers the non-financial aspects of your financial plan such as reviewing your home owners policy every year, making sure your durable power of attorney is up to date, and much more. Financial Planning and Investment Advisory Services are offered through Financial Resources Group LLC, a registered investment advisor.
Listen on:
Episodes
14 hours ago
14 hours ago
Talk of Connecticut Gary Byron, interviews Mark on the most tax efficient ways to convert your Taxable IRA into a Roth IRA and the pitfalls you must avoid.
Financial planning and investment advisory services offered through Financial Resources Group, LLC, a registered investment advisor.
Sunday Jul 06, 2025
Sunday Jul 06, 2025
Talk of Connecticut host Gary Byron talk with Mark about the Ugly 11 tax proposals that could resurface, and why tax planning is so important. Call me for a no obligation consultation and see how you could get a $100.00 gift card. #OBBB
Saturday Jun 28, 2025
Saturday Jun 28, 2025
Mark talks with Talk of Connecticut radio host Gary Byron on why every retiree should take his 10-question "Three Little Pigs" retirement stress test.
Call Mark at (860) 657-8380 to get your copy and learn how you could win a $100 gift card.
Tuesday Jun 24, 2025
Tuesday Jun 24, 2025
Gary Byron interviews Mark Pappa, CIO-IAR of Financial Resource Group, LLC, on strategies to help high net worth clients and business owners reduce their taxable income to pay less in taxes.
Tax Preparation and Tax Planning services are affiliated with Financial Resource Group, LLC, A registered investment advisor. Glastonbury Tax Professionals is listed as an outside business activity for Mark Pappa as a separate entity.
Saturday Jun 14, 2025
Saturday Jun 14, 2025
Gary Byron from WDRC Talk of Connecticut interviews Mark on ways to maximize your Social Security income. Mark also discusses the Institute of Untaxable Wealth, highlighting the ways he helps retirees minimize their tax bills.
Saturday Jun 07, 2025
Saturday Jun 07, 2025
Gary Byron interviews Mark Pappa who discusses real strategies to help retirees to pay less in taxes during retirement.
Sunday Jun 01, 2025
Sunday Jun 01, 2025
Gary Byron talks with Mark Pappa about tax strategies, some of which have been on the books for decades, to help people lower their tax bills. #QOZ #1031# #IRC 351# IDC #Capital Gains
Sunday May 25, 2025
Sunday May 25, 2025
Mark talks with Gary Byron of WDRC to help people avoid being scammed and opens the conversation on income planning using the 12 different withdrawal strategies to give them the most income, lower their chance of running out of money, and pay less in taxes.
Sunday May 18, 2025
Sunday May 18, 2025
WDRC Talk of CT Host Gary Byron Interviews Mark Pappa on why the US Markets have recovered from the sharp tariff related sell off and what may lie ahead. He also talks about ways retirees can avoid being scammed.
Financial planning and investment advisory services offered through Financial Resources Group, LLC, a registered investment advisor
Saturday May 10, 2025
Saturday May 10, 2025
Mark talks about bond portfolio construction using unique strategies that utilize interest rate hedges to reduce risk and volatility.
Financial planning and investment advisory services offered through Financial Resources Group, LLC, a registered investment advisor.