Month: October 2024

  • Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding

    Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement…

  • 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…

  • Ep. 12: Is the 10x Retirement Rule Right For You?

    SummaryIn this episode, Mark Struthers discusses the 10 times rule for retirement savings, exploring its relevance and…

  • Ep. 27: Is Social Security Going Away? Planning for a Secure Retirement

    Will Social Security still be around when you retire? As fears about its future continue to rise,…

  • Ep. 26: Strategy vs. Tactics: Should You Change Your Portfolio Before a Recession?

    Should you be making changes to your portfolio with a recession looming? Market volatility brings a lot…

  • Ep. 25: The Roth 5-Year Rule Explained

    Confused by the Roth 5-year rule? If so, you’re not alone. The Roth IRA can feel like…

  • Crypto in Your Retirement Portfolio: Sexy or Stable?

    Crypto in Your Retirement Portfolio: Sexy or Stable?

  • From Finish Line to Financial Security: Grandma’s Marathon Lessons for Your Retirement

    From Finish Line to Financial Security: Grandma's Marathon Lessons for Your Retirement My son and I ran…

  • Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix for Your Golden Years

    Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix From Sailing_With_Phoenix Insta If you’ve been scrolling Instagram lately,…