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. 22: Cash Flow Pre-Retirement

    Summary In this conversation, Mark Struthers discusses the importance of financial planning, particularly focusing on cash flow…

  • February Market Commentary

    A New Administration Gets Down to Business January Recap and February Outlook A New Administration Gets Down…

  • Ep. 21: Navigating Retirement: Insights from The Book ‘Being Mortal’

    Summary In this conversation, Mark Struthers discusses the intersection of healthcare decisions and retirement planning, emphasizing the…

  • Maximizing Retirement: The Role of Guardrails

    Summary In this conversation, Mark Struthers discusses retirement guardrails, strategies designed to help retirees manage their withdrawal…

  • Ep. 19: Expenses In Retirement: Retirement Stages

    Summary In this conversation, Mark Struthers discusses the often-overlooked topic of retirement expenses, emphasizing the importance of…

  • Social Security & Taxes – Changes 2025

    Social Security and Taxes: Changes for 2025 Social security benefits are linked to inflation, and with inflation…

  • Ep. 7: What do the top 1% of 50-somethings have saved for retirement?

    Summary In this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the importance of a holistic…

  • Ep. 17: Is an Indexed Universal Life (IUL) Right For Your Retirement?

    In this conversation, Mark Struthers discusses the intricacies of permanent insurance, particularly focusing on its pros and…

  • Ep. 16: Navigating Mortgage Rates in Retirement Planning. Why Did Rates Go Up After The Fed Lowered Rates?

    Mark in Bloomberg Wealth talking Mortgage Rates: https://www.bloomberg.com/news/newsletters/2024-11-07/how-to-invest-after-trump-win-and-federal-reserve-rate-cut Summary In this conversation, Mark Struthers discusses the current…