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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Seniors & Financial Scams
6.24.2024
Seniors & Financial Scams As a Gen X Sandwich Generationer, I understand the crucial role we play…
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Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST
6.24.2024
Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST If you own real…
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529 Plans and SECURE 2.0: More Flexibility
6.24.2024
The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of…
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Ep. 6: 3 Ways To Get A High ROM – A Return On Your Memories
6.3.2024
Summary In this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the concept of Return on…
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Ep. 5: SEPP Withdrawals & Early Retirement
5.20.2024
Summary In this episode, Mark Struthers discusses the importance of a holistic approach to retirement planning, focusing…
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Keystone Activities and Their Role In A Happy Retirement
4.13.2024
SummaryIn this conversation, Mark Struthers discusses the importance of holistic retirement planning, emphasizing the role of keystone…
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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…
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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…
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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…