Month: May 2024
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Ep. 5: SEPP Withdrawals & Early Retirement
Summary In this episode, Mark Struthers discusses the importance of a holistic approach to retirement planning, focusing on the Substantially Equal Periodic Payments (SEPP) method…
- 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
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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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Overconfidence, The Final Four, & The CFA Wealth Management Conference
4.10.2019
As I was buzzed through the appropriate doors and circumnavigated the new security system at my son’s…
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Bad People
4.10.2019
“I am ashamed of the pain I have caused my daughter, my family, my friends, my colleagues…
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Skin In The Game
2.9.2019
The conversation is rarely easy. If they haven’t already brought it up, I know the probability of…
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Don’t Miss Your Target
2.8.2019
Moving from a pension-driven retirement to a 401k-driven retirement has not been easy. Because the employee not…
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A Common Mistake Of Overachieving 401k Investors
1.9.2019
It is common knowledge that your company’s 401k match is free money. Unless you are struggling with…