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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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Year-End Planning 2025: What to Do Before the Ball Drops — and How the “Big Beautiful Bill” May Change the Rules
Year-End Planning 2025: What to Do Before the Ball Drops — and How the “Big Beautiful Bill” May Change the Rules As 2025 winds down,…
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Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding
7.26.2025
Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement…
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Managing Your Stock Options After A Layoff
9.23.2024
Employee stock options have increasingly become a piece of total compensation over the last few years, particularly…
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National 401(k) Day Is September 6: Are You on Track?
9.23.2024
Saving for retirement should be part of every stage of your work life, from your first job…
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Recalibrate Your Portfolio for a New Interest Rate Cycle
9.23.2024
After a steep rate hike cycle in which the Fed raised rates eleven times between March of…
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Ep. 9: Big Rock Little Rock
9.18.2024
Summary How can you untangle the web of financial priorities when everything seems equally urgent? On this…
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Ep. 10: 3 Reasons Why The Volatility Is Probably Not Over
9.18.2024
00:28 I’m going to give you three reasons why I think the volatility that we saw about…
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You Lost Your Job. Here’s What You Do Now!
8.10.2024
Managing Through an Unexpected Job Transition Getting laid off from a job upends almost every aspect of…
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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…