Month: August 2025

  • 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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  • Recalibrate Your Portfolio for a New Interest Rate Cycle

    9.23.2024

    After a steep rate hike cycle in which the Fed raised rates eleven times between March of…

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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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