Blog
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Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding
Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement counselor Mark Struthers sits down with estate planning…
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New Roth Rules Explained: What SECURE Act 2.0 Means If You Make Over $150,000 (and Especially If You’re Over 65)
Crossing $150,000: How the New Roth Rules Change Retirement Strategy The “grace period” is officially over. If you earned more than $150,000 in 2025, the…
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New Roth Rules Explained: What SECURE Act 2.0 Means If You Make Over $150,000 (and Especially If You’re Over 65)
1.4.2026
Crossing $150,000: How the New Roth Rules Change Retirement Strategy The “grace period” is officially over. If…
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Nvidia FOMO: Normal Emotion, Bad Retirement Strategy
12.10.2025
Nvidia FOMO: Normal Emotion, Bad Retirement Strategy Nvidia’s strong earnings recently dominated market headlines, and with it…
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⚠️ The Call No Grandparent Wants to Get
11.13.2025
Protecting Your Nest Egg: The Scams Targeting Retirees — and How to Outsmart Them Imagine getting a…
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Year-End Planning 2025: What to Do Before the Ball Drops — and How the “Big Beautiful Bill” May Change the Rules
10.30.2025
Year-End Planning 2025: What to Do Before the Ball Drops — and How the “Big Beautiful Bill”…
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Healthcare Expert Matt Wicklund on Recent Medicare Changes and the Biggest Health-Insurance Mistakes Retirees Make
10.21.2025
What retirees should know about 2026 Medicare changes, shrinking networks, and how to avoid costly coverage mistakes…
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Lessons from the Crypto Connect Minneapolis
9.23.2025
Lessons from the Crypto Connect Minneapolis Last week, I had the chance to attend Crypto Connect Minneapolis,…
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Does Private Equity & Private Credit Belong In Your 401k Or In Your Retirement
8.26.2025
The Good, The Bad, and The Ugly of Private Equity and Private Credit in Your 401(k) For…
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Ep. 39: The Stress Paradox: Why Good Stress Is Essential for a Healthier Retirement
8.14.2025
Is all stress bad? Not quite. We’ve been told for years that stress is the enemy, but…
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Ep. 37: Top 10 Ways to Avoid IRMAA and Save on Medicare in Retirement #3
7.29.2025
Are you paying too much for Medicare? You might be, especially if you’re overlooking the IRMAA surcharge….
