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. 15: Failure To Launch: Your Retirement Could Suffer (why is my 20-something still in the basement?)

    Summary In this conversation, Mark Struthers discusses the phenomenon of ‘failure to launch’ among young adults, highlighting…

  • Ep. 14: Navigating Retirement Beyond Finances – A Conversation with Retirement Coach Alara Rosenberg

    In this episode of the Healthy and Wealthy Retirement podcast, host Mark Struthers introduces the concept of…

  • Sona’s Healthy & Wealthy Newsletter

  • HSAs (Health Savings Accounts) a Powerful Planning Tool

    Health Savings Accounts Just Got More Powerful Healthcare is one of the biggest expenses in retirement. Medicare…

  • Ep. 13: The Fed is Recalibrating: Here are 4 Things You Should be Recalibrating Too.

    Summary In this conversation, Mark Struthers discusses the importance of a holistic approach to retirement planning, emphasizing…

  • Donor Advised Funds (DAF): A Powerful Tool for a New Generation of Giving

    Donor advised funds (DAFs) empower individuals and families to manage their charitable giving in a streamlined, flexible…

  • Managing Your Stock Options After A Layoff

    Employee stock options have increasingly become a piece of total compensation over the last few years, particularly…

  • National 401(k) Day Is September 6: Are You on Track?

    Saving for retirement should be part of every stage of your work life, from your first job…

  • Recalibrate Your Portfolio for a New Interest Rate Cycle

    After a steep rate hike cycle in which the Fed raised rates eleven times between March of…