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…
-
HSAs (Health Savings Accounts) a Powerful Planning Tool
10.6.2024
Health Savings Accounts Just Got More Powerful Healthcare is one of the biggest expenses in retirement. Medicare…
-
Ep. 13: The Fed is Recalibrating: Here are 4 Things You Should be Recalibrating Too.
10.3.2024
Summary In this conversation, Mark Struthers discusses the importance of a holistic approach to retirement planning, emphasizing…
-
Donor Advised Funds (DAF): A Powerful Tool for a New Generation of Giving
9.23.2024
Donor advised funds (DAFs) empower individuals and families to manage their charitable giving in a streamlined, flexible…
-
Managing Your Stock Options After A Layoff
9.23.2024
Employee stock options have increasingly become a piece of total compensation over the last few years, particularly…
-
National 401(k) Day Is September 6: Are You on Track?
9.23.2024
Saving for retirement should be part of every stage of your work life, from your first job…
-
Recalibrate Your Portfolio for a New Interest Rate Cycle
9.23.2024
After a steep rate hike cycle in which the Fed raised rates eleven times between March of…
-
Ep. 9: Big Rock Little Rock
9.18.2024
Summary How can you untangle the web of financial priorities when everything seems equally urgent? On this…
-
Ep. 10: 3 Reasons Why The Volatility Is Probably Not Over
9.18.2024
00:28 I’m going to give you three reasons why I think the volatility that we saw about…
-
Seniors & Financial Scams
6.24.2024
Seniors & Financial Scams As a Gen X Sandwich Generationer, I understand the crucial role we play…