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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HSAs (Health Savings Accounts) a Powerful Planning Tool
10.6.2024
Health Savings Accounts Just Got More Powerful Healthcare is one of the biggest expenses in retirement. Medicare…
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Ep. 13: The Fed is Recalibrating: Here are 4 Things You Should be Recalibrating Too.
10.3.2024
Summary In this conversation, Mark Struthers discusses the importance of a holistic approach to retirement planning, emphasizing…
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Donor Advised Funds (DAF): A Powerful Tool for a New Generation of Giving
9.23.2024
Donor advised funds (DAFs) empower individuals and families to manage their charitable giving in a streamlined, flexible…
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Managing Your Stock Options After A Layoff
9.23.2024
Employee stock options have increasingly become a piece of total compensation over the last few years, particularly…
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National 401(k) Day Is September 6: Are You on Track?
9.23.2024
Saving for retirement should be part of every stage of your work life, from your first job…
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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…