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…

  • 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…