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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Ep. 17: Is an Indexed Universal Life (IUL) Right For Your Retirement?
12.17.2024
In this conversation, Mark Struthers discusses the intricacies of permanent insurance, particularly focusing on its pros and…
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Ep. 16: Navigating Mortgage Rates in Retirement Planning. Why Did Rates Go Up After The Fed Lowered Rates?
12.4.2024
Mark in Bloomberg Wealth talking Mortgage Rates: https://www.bloomberg.com/news/newsletters/2024-11-07/how-to-invest-after-trump-win-and-federal-reserve-rate-cut Summary In this conversation, Mark Struthers discusses the current…
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Ep. 15: Failure To Launch: Your Retirement Could Suffer (why is my 20-something still in the basement?)
11.18.2024
Summary In this conversation, Mark Struthers discusses the phenomenon of ‘failure to launch’ among young adults, highlighting…
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Sona’s Healthy & Wealthy Newsletter
10.7.2024
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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…
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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…
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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…
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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…
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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…