Month: April 2024
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Keystone Activities and Their Role In A Happy Retirement
SummaryIn this conversation, Mark Struthers discusses the importance of holistic retirement planning, emphasizing the role of keystone activities in fostering social connections and enhancing overall…
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- 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. 26: Strategy vs. Tactics: Should You Change Your Portfolio Before a Recession?
7.17.2025
Should you be making changes to your portfolio with a recession looming? Market volatility brings a lot…
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Ep. 25: The Roth 5-Year Rule Explained
7.17.2025
Confused by the Roth 5-year rule? If so, you’re not alone. The Roth IRA can feel like…
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Crypto in Your Retirement Portfolio: Sexy or Stable?
7.1.2025
Crypto in Your Retirement Portfolio: Sexy or Stable?
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From Finish Line to Financial Security: Grandma’s Marathon Lessons for Your Retirement
6.23.2025
From Finish Line to Financial Security: Grandma's Marathon Lessons for Your Retirement My son and I ran…
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Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix for Your Golden Years
6.16.2025
Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix From Sailing_With_Phoenix Insta If you’ve been scrolling Instagram lately,…
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May Markets: Positive Yet Unsteady
6.9.2025
May Recap and June Outlook As Father's Day approaches, we can look back on May as a…
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Travel Tips: The Art of Haggling
6.8.2025
The Art of Haggling: Your Guide to Unset Prices Abroad When you shop at home, prices are…
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Ep. 24: It’s 5.29 (25) Day! Unlocking the Power of 529 Plans for Retirement
5.29.2025
It's 5.29 (2025) Day It's 5/29 Day! Unlocking the Power of 529 Plans for Retirement From our…
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Why Target Date Funds Are Bad For Your Retirement
5.27.2025
Not On Target Are Target Date Funds Ruining Retirement? From our YouTube Channel: While target date funds…