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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From Finish Line to Financial Security: Grandma’s Marathon Lessons for Your Retirement
6.23.2025
From Finish Line to Financial Security: Grandma's Marathon Lessons for Your Retirement My son and I ran…
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Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix for Your Golden Years
6.16.2025
Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix From Sailing_With_Phoenix Insta If you’ve been scrolling Instagram lately,…
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May Markets: Positive Yet Unsteady
6.9.2025
May Recap and June Outlook As Father's Day approaches, we can look back on May as a…
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Travel Tips: The Art of Haggling
6.8.2025
The Art of Haggling: Your Guide to Unset Prices Abroad When you shop at home, prices are…
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Ep. 24: It’s 5.29 (25) Day! Unlocking the Power of 529 Plans for Retirement
5.29.2025
It's 5.29 (2025) Day It's 5/29 Day! Unlocking the Power of 529 Plans for Retirement From our…
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Why Target Date Funds Are Bad For Your Retirement
5.27.2025
Not On Target Are Target Date Funds Ruining Retirement? From our YouTube Channel: While target date funds…
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Retirement’s Hidden Spending Traps & The Diderot Effect
5.15.2025
The New Couch, the Empty Nest, and the Expanding Budget: Understanding the Diderot Effect on Retirement Rather…
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The SEPP Survival Guide: Top 4 Mistakes to Avoid When Setting Up SEPP IRA Distributions
5.9.2025
The SEPP Survival Guide: Top 4 Mistakes to Avoid When Setting Up SEPP IRA Distributions So, you're…
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Recession Odds, Roth Conversions, and the Wizard of Oz
5.5.2025
Flying Monkeys: The Market’s Sudden Fear The market found Trump's 4/2/25 Wednesday night speech scarier than I…