{"store":{"baseInfo":{"podcastTitle":"On The Mark","slug":"markmd3","podcastDescription":"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. \n\nAs 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. \n\nA “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. \n\nFinancial Planning and Investment Advisory Services are offered through Financial Resources Group LLC, a registered investment advisor.","podcastLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/20206889/7157_Pappa_Mark_File_002_9758g.jpg","podcastShareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/20206889/7157_Pappa_Mark_File_002_9758g_1200x628.jpg?s=dd1586bf39cd2496270005e6eccc40f8&e=jpg","podcastUrl":"https://markmd3.podbean.com","podcastCanSearched":true,"feedUrl":"https://feed.podbean.com/markmd3/feed.xml","theme":"elegant","podcastDeepLink":"https://www.podbean.com/pw/pbblog-8ucxw-1345529?from=usersite","removePodbeanBranding":"no","brandingLogo":null,"timeZone":{"timeZoneId":17,"gmtAdjustment":"GMT-04:00","useDaylightTime":1,"value":-4,"text":"(GMT-04:00) Atlantic Time (Canada)","daylightStartTime":"Second Sunday Of March +2 Hours","daylightEndTime":"First Sunday Of November +2 Hours","timezone":"America/Halifax"},"podcastDownloads":null,"totalEpisodes":24,"showComments":true,"iOSAppDownloadLink":null,"customizeCssUrl":null,"androidAppDownloadLink":null,"showPostShare":true,"showLike":true,"author":"Mark Pappa","enableEngagementStats":true,"shareEmbedLink":"https://admin5.podbean.com/embed.html?id=pbblog-8ucxw-1345529-playlist","language":"en","sensitivitySessionExpireTime":3600,"podcastApps":[{"name":"Podbean App","link":"https://www.podbean.com/pw/pbblog-8ucxw-1345529?from=usersite","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/podbean-app.png","title":null}],"components":{"base":[{"id":"MainStyle","val":"light"},{"id":"Font","val":"Geometric Humanist"},{"id":"SecondaryFont","val":"Geometric Humanist"},{"id":"PlayerColor","val":"#8fc31f"},{"id":"PlayerStyle","val":"player1"},{"id":"PlayerWave","val":"show"},{"id":"Favicon","val":null},{"id":"CookiesNotice","val":"hide"},{"id":"CookiesNoticeContent","val":"

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In his second episode, Mark discusses the importance of updating your will or trust, how your durable power of attorney does not work with social security, and much more.

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In his second episode, Mark discusses the importance of updating your will or trust, how your durable power of attorney does not work with social security, and much more.