Blog

  • Ep. 24: It’s 5.29 (25) Day! Unlocking the Power of 529 Plans for Retirement

    It's 5.29 (2025) Day It's 5/29 Day! Unlocking the Power of 529 Plans for Retirement From our…

  • Why Target Date Funds Are Bad For Your Retirement

    Not On Target Are Target Date Funds Ruining Retirement? From our YouTube Channel: While target date funds…

  • Retirement’s Hidden Spending Traps & The Diderot Effect

    The New Couch, the Empty Nest, and the Expanding Budget: Understanding the Diderot Effect on Retirement Rather…

  • The SEPP Survival Guide: Top 4 Mistakes to Avoid When Setting Up SEPP IRA Distributions

    The SEPP Survival Guide: Top 4 Mistakes to Avoid When Setting Up SEPP IRA Distributions So, you're…

  • Recession Odds, Roth Conversions, and the Wizard of Oz

    Flying Monkeys: The Market’s Sudden Fear The market found Trump's 4/2/25 Wednesday night speech scarier than I…

  • The Oedipus Effect & Self-Fulling Prophecy

    The Oedipus Effect The Oedipus Effect refers to the phenomenon where a prediction or belief about an…

  • The Fed: Tariffs & Transitory

    Tariffs & Transitory: Insights from the Latest Fed Meeting "Inflation can be volatile month to month, and…

  • A Tarriff Tantrum

    Tariff Tantrum Boy, That Escalated Quickly – Ron Burgundy How quickly things changed. Concerns over tariffs, inflation,…

  • Ep. 23: Love & Money

    Summary In this conversation, Mark Struthers discusses the intricate relationship between love and money, emphasizing the importance…