Blog
-
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…
-
Ep. 39: The Stress Paradox: Why Good Stress Is Essential for a Healthier Retirement
Is all stress bad? Not quite. We’ve been told for years that stress is the enemy, but what if some stress is exactly what your…
- Backdoor Roth
- College Funding
- Economics
- Estate Planning
- Featured
- Feel Good
- Financial Planning
- healthcare
- Healthcare
- healthcare
- HSA
- Inflation
- Insurance
- Investing
- IRA
- Mega Backdoor Roth
- Open Enrollment
- Podcast
- Retire Early
- Retirement
- Roth IRA
- SEPP
- Social Security
- Student Loans
- Taxes
- Traditional IRA
- Uncategorized
-
Using A Mega Backdoor Roth For A Wealthier Retirement
4.13.2024
SummaryIn this conversation, Mark Struthers discusses the concept of the mega backdoor Roth, a strategy that allows…
-
Things To Know If Moving To A Low Income Tax State For Retirement
4.13.2024
SummaryIn this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the implications of relocating to low…
-
The Basics & Issues of The 3 Bucket Retirement
4.13.2024
Today’s discussion focuses on the “bucket strategy” for allocating retirement funds, which helps manage risk by separating…
-
Ep. 1 The TCJA Sunsets In 2026 and Taxes Could Go Up! What You Can Do About It
4.13.2024
SummaryToday’s topic is potential tax changes in 2026, when the Tax Cuts and Jobs Act (TCJA) is…
-
Understanding Risk In Retirement
4.5.2024
SummaryIn this conversation, Mark Struthers discusses the importance of understanding and managing various risks associated with retirement….
-
Ep. 3: Inflation & Retirement
4.5.2024
SummaryIn this conversation, Mark Struthers discusses the multifaceted approach to retirement planning, emphasizing the importance of understanding…
-
New COVID-Related Rules For Accessing Your 401k
4.19.2020
COVID-19 surprised everyone. As part of the response to COVID, the Coronavirus Aid, Relief, and Economic Security…
-
The 401k Loan, A Useful Tool (If Used Correctly)
1.15.2020
401ks are for retirement. With pensions going the way of the dodo bird, flip phones, and fax…
-
The SECURE Act Is Here! What You Should Know. (before you buy that annuity)
12.30.2019
MNice Investor talked about the possibility of the Stretch IRA going away with passing of the SECURE…