Day: March 20, 2025
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The Fed: Tariffs & Transitory
Tariffs & Transitory: Insights from the Latest Fed Meeting “Inflation can be volatile month to month, and we do not overreact to one or two…
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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. 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…
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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…
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You Lost Your Job. Here’s What You Do Now!
8.10.2024
Managing Through an Unexpected Job Transition Getting laid off from a job upends almost every aspect of…
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Seniors & Financial Scams
6.24.2024
Seniors & Financial Scams As a Gen X Sandwich Generationer, I understand the crucial role we play…
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Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST
6.24.2024
Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST If you own real…
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529 Plans and SECURE 2.0: More Flexibility
6.24.2024
The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of…
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Ep. 6: 3 Ways To Get A High ROM – A Return On Your Memories
6.3.2024
Summary In this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the concept of Return on…
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Ep. 5: SEPP Withdrawals & Early Retirement
5.20.2024
Summary In this episode, Mark Struthers discusses the importance of a holistic approach to retirement planning, focusing…
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Keystone Activities and Their Role In A Happy Retirement
4.13.2024
SummaryIn this conversation, Mark Struthers discusses the importance of holistic retirement planning, emphasizing the role of keystone…