Who says personal finance has to be all spreadsheets, stock charts, and retirement calculators? A growing number of financial advisors are taking a broader approach, blending traditional wealth management with conversations about family, psychology, lifestyle, and even faith. Rather than simply telling clients where to invest, many now focus on helping people build healthy financial habits that can support them through every stage of life.
That shift has also changed how advisors connect with the public. Instead of relying exclusively on seminars and office meetings, many now reach audiences through YouTube, podcasts, blogs, television, and social media. These platforms allow advisors to explain complex financial topics in plain language while helping people become more financially confident before they ever step into an office.
One advisor who has embraced that approach is Mark Henry, founder and CEO of Alloy Wealth. In addition to working with clients, Henry has built an audience through his Living Large Retirement television, radio, blog, and YouTube platforms, where he regularly discusses retirement planning, investing, taxes, and current financial topics.
Who Is Mark Henry?
Mark Henry founded Alloy Wealth in 2011 after spending more than 30 years working in finance and business. Today, the firm offers retirement planning services, including investment management, estate planning, tax planning, insurance strategies, and fixed-indexed annuities.
Henry is also the host of the Living Large Radio and TV show, where he explores retirement planning, market trends, and common financial questions. His goal is to make subjects that often seem intimidating more approachable for everyday investors who are planning for retirement or looking to better manage their finances.
Beyond his work with clients, Henry has become known for producing educational content designed to help people better understand the financial decisions they make throughout their lives.
Living Large Retirement
Much of Henry’s public work centers on the Living Large Retirement YouTube channel and blog. There, he covers topics including retirement income, taxes, inflation, Social Security, market volatility, and common financial planning mistakes.
Henry is also a regular guest on television, radio programs, and podcasts, where he shares his perspective on retirement planning and personal finance. Rather than focusing exclusively on investment performance, his discussions often examine how financial decisions fit into broader life goals.
Preparing for the Unexpected
A recurring theme in Henry’s work is preparing for uncertainty. While saving and investing remain central to retirement planning, he frequently discusses how taxes, healthcare costs, inflation, market downturns, and unexpected life events can affect long-term financial security.
That philosophy was reflected in a recent article on the Living Large Retirement blog discussing the importance of planning for unexpected events. Henry noted that global developments, including geopolitical conflicts, can influence markets, energy prices, inflation, and household budgets, ultimately affecting retirement planning.
Rather than trying to predict every economic event, Henry argues that retirement plans should be flexible enough to adapt as financial conditions change. Building contingency plans into a long-term strategy, he says, can help people stay focused on their financial goals even when circumstances shift unexpectedly.