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. 33: Sailing with Phoenix: Lessons on Non-Traditional Retirement Paths

    What can a 29-year-old sailor with a cat teach us about retirement? More than you’d expect. When…

  • Ep. 32: The Diderot Effect and How Lifestyle Creep Begins in Retirement

    What if one purchase was enough to throw off your entire retirement plan? It starts small: a…

  • Ep. 31: Are Barrier Notes Right for Your Retirement?

    What are barrier notes? And should they have a place in your retirement portfolio? While barrier notes…

  • Ep. 30: Are Target Date Funds Ruining Retirement?

    Are TDFs (Target Date Funds) right for you? While they’re marketed as convenient, “set it and forget…

  • Ep. 29: The Top 3 Social Security Mistakes Couples Must Avoid

    Could a simple mistake cost you thousands in Social Security benefits? The short answer is yes. Claiming…

  • Ep. 28: The Roth IRA and SECURE Act: What Your Heirs Need to Know

    Will your Roth IRA survive the SECURE Act? As the rules around wealth transfer keep shifting, certified…

  • Ep. 20: Expenses In Retirement: The Floor & Ceiling

    Summary In this conversation, Mark Struthers discusses various models for managing expenses and withdrawals in retirement. He…

  • Ep. 11: 3 Reasons People Resist Retirement

    SummaryIn this conversation, Mark Struthers discusses the holistic approach to retirement, emphasizing the importance of psychological aspects…

  • Ep. 8: Why The Market Dropped — The Japanese Carry Trade

    SummaryIn this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the recent market crash attributed to…