Month: June 2024
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Seniors & Financial Scams
Seniors & Financial Scams As a Gen X Sandwich Generationer, I understand the crucial role we play in our families’ lives. We are not just…
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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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A Tarriff Tantrum
3.14.2025
Tariff Tantrum Boy, That Escalated Quickly – Ron Burgundy How quickly things changed. Concerns over tariffs, inflation,…
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Ep. 23: Love & Money
2.17.2025
Summary In this conversation, Mark Struthers discusses the intricate relationship between love and money, emphasizing the importance…
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Ep. 22: Cash Flow Pre-Retirement
2.15.2025
Summary In this conversation, Mark Struthers discusses the importance of financial planning, particularly focusing on cash flow…
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February Market Commentary
2.11.2025
A New Administration Gets Down to Business January Recap and February Outlook A New Administration Gets Down…
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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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Maximizing Retirement: The Role of Guardrails
2.3.2025
Summary In this conversation, Mark Struthers discusses retirement guardrails, strategies designed to help retirees manage their withdrawal…
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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…