Month: October 2024
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Ep. 14: Navigating Retirement Beyond Finances – A Conversation with Retirement Coach Alara Rosenberg
In this episode of the Healthy and Wealthy Retirement podcast, host Mark Struthers introduces the concept of holistic retirement planning with guest Alara Rosenberg, a…
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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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May Markets: Positive Yet Unsteady
6.9.2025
May Recap and June Outlook As Father's Day approaches, we can look back on May as a…
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Travel Tips: The Art of Haggling
6.8.2025
The Art of Haggling: Your Guide to Unset Prices Abroad When you shop at home, prices are…
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Ep. 24: It’s 5.29 (25) Day! Unlocking the Power of 529 Plans for Retirement
5.29.2025
It's 5.29 (2025) Day It's 5/29 Day! Unlocking the Power of 529 Plans for Retirement From our…
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Why Target Date Funds Are Bad For Your Retirement
5.27.2025
Not On Target Are Target Date Funds Ruining Retirement? From our YouTube Channel: While target date funds…
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Retirement’s Hidden Spending Traps & The Diderot Effect
5.15.2025
The New Couch, the Empty Nest, and the Expanding Budget: Understanding the Diderot Effect on Retirement Rather…
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The SEPP Survival Guide: Top 4 Mistakes to Avoid When Setting Up SEPP IRA Distributions
5.9.2025
The SEPP Survival Guide: Top 4 Mistakes to Avoid When Setting Up SEPP IRA Distributions So, you're…
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Recession Odds, Roth Conversions, and the Wizard of Oz
5.5.2025
Flying Monkeys: The Market’s Sudden Fear The market found Trump's 4/2/25 Wednesday night speech scarier than I…
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The Oedipus Effect & Self-Fulling Prophecy
3.28.2025
The Oedipus Effect The Oedipus Effect refers to the phenomenon where a prediction or belief about an…
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The Fed: Tariffs & Transitory
3.20.2025
Tariffs & Transitory: Insights from the Latest Fed Meeting "Inflation can be volatile month to month, and…