Month: July 2019
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You Can Have Your Funnel Cake On A Stick & Eat It Too!
Can you have your cake and eat it too? When it comes to the magical 529 plan, the answer may be, yes. MN Nice Investors…
- 401k
- Backdoor Roth
- Bitcoin
- College Funding
- Crypto
- Economics
- Estate Planning
- Featured
- Feel Good
- Financial Planning
- Healthcare
- healthcare
- healthcare
- HSA
- Inflation
- Insurance
- Investing
- IRA
- Mega Backdoor Roth
- Open Enrollment
- Podcast
- Private Equity
- Retire Early
- Retirement
- Roth IRA
- SEPP
- Social Security
- Student Loans
- Taxes
- Traditional IRA
- Uncategorized
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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…
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Ep. 21: Navigating Retirement: Insights from The Book ‘Being Mortal’
2.10.2025
Summary In this conversation, Mark Struthers discusses the intersection of healthcare decisions and retirement planning, emphasizing the…
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Ep. 19: Expenses In Retirement: Retirement Stages
2.3.2025
Summary In this conversation, Mark Struthers discusses the often-overlooked topic of retirement expenses, emphasizing the importance of…
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Social Security & Taxes – Changes 2025
12.21.2024
Social Security and Taxes: Changes for 2025 Social security benefits are linked to inflation, and with inflation…
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Ep. 7: What do the top 1% of 50-somethings have saved for retirement?
12.21.2024
Summary In this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the importance of a holistic…
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Ep. 17: Is an Indexed Universal Life (IUL) Right For Your Retirement?
12.17.2024
In this conversation, Mark Struthers discusses the intricacies of permanent insurance, particularly focusing on its pros and…
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Ep. 16: Navigating Mortgage Rates in Retirement Planning. Why Did Rates Go Up After The Fed Lowered Rates?
12.4.2024
Mark in Bloomberg Wealth talking Mortgage Rates: https://www.bloomberg.com/news/newsletters/2024-11-07/how-to-invest-after-trump-win-and-federal-reserve-rate-cut Summary In this conversation, Mark Struthers discusses the current…
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Ep. 15: Failure To Launch: Your Retirement Could Suffer (why is my 20-something still in the basement?)
11.18.2024
Summary In this conversation, Mark Struthers discusses the phenomenon of ‘failure to launch’ among young adults, highlighting…
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Ep. 14: Navigating Retirement Beyond Finances – A Conversation with Retirement Coach Alara Rosenberg
10.31.2024
In this episode of the Healthy and Wealthy Retirement podcast, host Mark Struthers introduces the concept of…
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Sona’s Healthy & Wealthy Newsletter
10.7.2024