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…
- Backdoor Roth
- College Funding
- Economics
- Estate Planning
- Featured
- Feel Good
- Financial Planning
- healthcare
- Healthcare
- healthcare
- HSA
- Inflation
- Insurance
- Investing
- IRA
- Mega Backdoor Roth
- Open Enrollment
- Podcast
- Retire Early
- Retirement
- Roth IRA
- SEPP
- Social Security
- Student Loans
- Taxes
- Traditional IRA
- Uncategorized
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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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The SECURE Act Is Here! What You Should Know. (before you buy that annuity)
12.30.2019
MNice Investor talked about the possibility of the Stretch IRA going away with passing of the SECURE…
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Year-End Financial Checklist
11.26.2019
Working with families, and having my own, I often use the seasons and holidays as signposts. They…
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Don’t Be Afraid of The HSA This Open Enrollment Season!
11.20.2019
I don’t think it was a coincidence that #HSAAwarenessday occurred right before Open Enrollment, nor was it…
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You Can Have Your Funnel Cake On A Stick & Eat It Too!
7.22.2019
Can you have your cake and eat it too? When it comes to the magical 529 plan,…
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Beyond Meat Father’s Day Taste Test
7.4.2019
I was skeptical when I heard about the innovation of fake meat— Beyond Meat, to be exact—…
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RIP Stretch IRA (Maybe?)
6.10.2019
What Is a Stretch IRA? When an Individual Retirement Account (IRA) is left to a nonspouse, a…
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I’ll Take Jeopardy, Risk, & Retirement For $1,000, Alex.
5.25.2019
I’ll take Movies In The DirectTV Guide for $500, Alex. The answer: “Two hit men, a boxer, a crime boss,…
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3 529 Plans For 3 Types of Minnesotan Nice Parents
5.24.2019
For those of you that don’t know, a 529 account is a tax-advantaged education funding account. It…
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The College Approach
4.24.2019
Parents take many different approaches when it comes to college funding for their kids. The approach taken…