Month: February 2019
-
Skin In The Game
The conversation is rarely easy. If they haven’t already brought it up, I know the probability of some awkwardness increases. Body language becomes closed. Arms…
- Backdoor Roth
- College Funding
- Economics
- Estate Planning
- Featured
- Feel Good
- Financial Planning
- healthcare
- Healthcare
- healthcare
- HSA
- Inflation
- Insurance
- Investing
- IRA
- Mega Backdoor Roth
- Open Enrollment
- Podcast
- Retire Early
- Retirement
- Roth IRA
- SEPP
- Social Security
- Student Loans
- Taxes
- Traditional IRA
- Uncategorized
-
Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding
7.26.2025
Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement…
-
Ep. 5: SEPP Withdrawals & Early Retirement
5.20.2024
Summary In this episode, Mark Struthers discusses the importance of a holistic approach to retirement planning, focusing…
-
Keystone Activities and Their Role In A Happy Retirement
4.13.2024
SummaryIn this conversation, Mark Struthers discusses the importance of holistic retirement planning, emphasizing the role of keystone…
-
Using A Mega Backdoor Roth For A Wealthier Retirement
4.13.2024
SummaryIn this conversation, Mark Struthers discusses the concept of the mega backdoor Roth, a strategy that allows…
-
Things To Know If Moving To A Low Income Tax State For Retirement
4.13.2024
SummaryIn this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the implications of relocating to low…
-
The Basics & Issues of The 3 Bucket Retirement
4.13.2024
Today’s discussion focuses on the “bucket strategy” for allocating retirement funds, which helps manage risk by separating…
-
Ep. 1 The TCJA Sunsets In 2026 and Taxes Could Go Up! What You Can Do About It
4.13.2024
SummaryToday’s topic is potential tax changes in 2026, when the Tax Cuts and Jobs Act (TCJA) is…
-
Understanding Risk In Retirement
4.5.2024
SummaryIn this conversation, Mark Struthers discusses the importance of understanding and managing various risks associated with retirement….
-
Ep. 3: Inflation & Retirement
4.5.2024
SummaryIn this conversation, Mark Struthers discusses the multifaceted approach to retirement planning, emphasizing the importance of understanding…
-
New COVID-Related Rules For Accessing Your 401k
4.19.2020
COVID-19 surprised everyone. As part of the response to COVID, the Coronavirus Aid, Relief, and Economic Security…