Month: August 2024
-
You Lost Your Job. Here’s What You Do Now!
Managing Through an Unexpected Job Transition Getting laid off from a job upends almost every aspect of your world. Besides the financial impact, there may…
- 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
-
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. 35: The 2+ Bucket Strategy Explained for Secure Retirement
7.29.2025
Is the bucket strategy right for your retirement? The idea sounds simple: set aside a few “buckets”…
-
Ep. 34: Should You Put Crypto in Your Retirement Account?
7.29.2025
Does cryptocurrency belong in your retirement account? Some say it’s the future of money. Others call it…
-
Ep. 33: Sailing with Phoenix: Lessons on Non-Traditional Retirement Paths
7.29.2025
What can a 29-year-old sailor with a cat teach us about retirement? More than you’d expect. When…
-
Ep. 32: The Diderot Effect and How Lifestyle Creep Begins in Retirement
7.29.2025
What if one purchase was enough to throw off your entire retirement plan? It starts small: a…
-
Ep. 31: Are Barrier Notes Right for Your Retirement?
7.29.2025
What are barrier notes? And should they have a place in your retirement portfolio? While barrier notes…
-
Ep. 30: Are Target Date Funds Ruining Retirement?
7.29.2025
Are TDFs (Target Date Funds) right for you? While they’re marketed as convenient, “set it and forget…
-
Ep. 29: The Top 3 Social Security Mistakes Couples Must Avoid
7.29.2025
Could a simple mistake cost you thousands in Social Security benefits? The short answer is yes. Claiming…
-
Ep. 28: The Roth IRA and SECURE Act: What Your Heirs Need to Know
7.29.2025
Will your Roth IRA survive the SECURE Act? As the rules around wealth transfer keep shifting, certified…
-
Ep. 20: Expenses In Retirement: The Floor & Ceiling
7.29.2025
Summary In this conversation, Mark Struthers discusses various models for managing expenses and withdrawals in retirement. He…