MEDIA COVERAGE

Mark Henry is a wealth management advisor on a mission to take the guesswork out of maximizing your retirement savings.

He’s made dozens of TV appearances on QC Life, WBTV, WCNC and other stations across the country. He’s been quoted as a financial expert in U.S. News & World Report, Fortune, GOBankingRates, Yahoo! Finance, Forbes, and Next Advisor, among others.

Mark also co-hosts a weekly radio & TV show, Living Large, which airs every Sunday on WJZY FOX as well as WBT News Talk 1110AM / 99.3 FM and WORD 106.3 FM. The mission of Living Large Productions is to highlight the importance of a comprehensive financial plan and to equip you with the tools and knowledge that you need to successfully navigate through today’s volatile financial markets. Each week Mark discusses the latest financial news while sharing some commonsense strategies that help take the guesswork out of maximizing your retirement savings. Mark stresses the importance of working with an independent financial advisor when it comes to retirement planning and investment management.

RECENT PRESS HITS

How Much Do You Need to Retire at 40? (Travel + Leisure)

Loud Budgeting Helps Control Personal Finances (WCNC)

How to Avoid the Dangers of Lifestyle Creep (AskMen)

Tips for Millennials to Pay Down Debt (GOBankingRates)

Understanding the “Great Wealth Transfer” (WBTV QC Life)

10 Essential Sources of Retirement Income (U.S. News & World Report)

Ask the Expert: (TALK magazine)

Which Bills Should You Put on Autopay? (WJAR-TV)

How to Avoid Tax Scams (WBTV QC Life)

Smart Investing Moves to Make (GOBankingRates)

What is Loud Budgeting? (WYFF-TV)

10 Financial Moves To Boost Your Savings (Yahoo! Finance)

Common Expenses Draining Your Savings (WJAR-TV)

Biggest Paycheck Mistakes, According to Financial Experts (GOBankingRates)

Should You Open a High-Yield Savings Account? Experts Weigh In (CBS MoneyWatch)

How High Will Savings Rates Go in 2024? (USA TODAY Blueprint)

How to earn guaranteed income in retirement (US News & World Report)

How Many Savings Accounts Do You Really Need? (Yahoo! Finance)

Here’s how you can tackle student loan debt (ABC7 Chicago)

Preparing Your Finances for Holiday Shopping (WBTV)

12 Expenses That Drain Your Savings Without You Realizing It (GOBankingRates)

Smart Strategies for Student Loan Repayments (ABC7 New York)

Savings Myths Debunked (MindBodyGreen)

How much should you have in savings? (CBS News)

Tips for Saving Money After a Layoff (InvestigateTV)

How to open a brokerage account (USA Today BluePrint)

Living Large TV Episode 129

Living Large TV Episode 127

Living Large TV Episode 128

Living Large TV Episode 130

Living Large TV Episode 126

Living Large TV Episode 125

Important Financial Dates 2022, WCNC

Giving Tuesday 2021, WCNC

Online Shopping 2021 Cyber Monday, WBTV

Turkey talk 2021, WCNC

Early Holiday Shopping 2021

Halloween Effect Oct 31 2021

Video News Feed

Credit Score Get Smart About Credit Day 2021

Debt Limit Standoff 2021

The Great Resignation 2021

Summer Stock Market

Student Loan Interest Rates

Student Loans

Skip the 401k Contribution

Ways to Use Your Tax Refund

Student Loans

TikTok Financial Advice

Cryptocurrency Craze!

On Your Side With Mark Henry

Bitcoin & Your Finances 2021

Coronavirus Crash

How Can You Recover Financially From 2020?

How Can You Save Money During Your Holiday Shopping This year?

How Can You Avoid Online Scams

(3:12) Managing Risk in Retirement

(4:18) Retirement Income is Critical

(5:05) Estate Planning

(3:08) Tax Planning

(2:56) Holistic Planning

(4:07) Market Bubble

(4:00) Fear of Running Out of Money

(4:46) Mark Featured on NBC Charlotte

(5:50) Mark Featured on WCNC Charlotte

Contact Us

When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.

The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.

Alloy Wealth Management

Charlotte, NC

Contact Information

North Carolina

13840 Ballantyne Corporate Place
Suite 115
Charlotte, NC 28277

South Carolina

631 Augusta St
Greenville, SC 29601

Mon-Fri: 9:00 AM – 5:00 PM

Toll-Free: (800) 689-3935

Fax: (877) 496-9797

erica@alloywealth.com

Charlotte, NC

Greenville, SC

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC – DBA Alloy Investment Management is a state registered investment adviser in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.

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