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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Year-End Planning 2025: What to Do Before the Ball Drops — and How the “Big Beautiful Bill” May Change the Rules
Year-End Planning 2025: What to Do Before the Ball Drops — and How the “Big Beautiful Bill” May Change the Rules As 2025 winds down,…
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Ep. 4: TCJA Sunset Follow-Up – Gifting – Thoughts From The IWI Conf
7.28.2025
SummaryMark Struthers, Certified Retirement Counselor and host of the Healthy and Wealthy Retirement YouTube channel, explores the…
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Ep. 2: Retirement Risks: Health, Lifestyle, Career, Inflation — Knowledge is Power
7.28.2025
SummaryIn this conversation, Mark Struthers discusses the importance of understanding and managing various risks associated with retirement….
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Ep. 18: Expenses In Retirement: The Retirement Spending Smile
7.28.2025
Summary In this conversation, Mark Struthers discusses the often-overlooked topic of retirement expenses, emphasizing the importance of…
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Keystone Activities and Their Role In A Happy Retirement
7.28.2025
SummaryIn this conversation, Mark Struthers discusses the importance of holistic retirement planning, emphasizing the role of keystone…
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Ep. 12: Is the 10x Retirement Rule Right For You?
7.28.2025
SummaryIn this episode, Mark Struthers discusses the 10 times rule for retirement savings, exploring its relevance and…
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Ep. 27: Is Social Security Going Away? Planning for a Secure Retirement
7.17.2025
Will Social Security still be around when you retire? As fears about its future continue to rise,…
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Ep. 26: Strategy vs. Tactics: Should You Change Your Portfolio Before a Recession?
7.17.2025
Should you be making changes to your portfolio with a recession looming? Market volatility brings a lot…
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Ep. 25: The Roth 5-Year Rule Explained
7.17.2025
Confused by the Roth 5-year rule? If so, you’re not alone. The Roth IRA can feel like…
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Crypto in Your Retirement Portfolio: Sexy or Stable?
7.1.2025
Crypto in Your Retirement Portfolio: Sexy or Stable?