Category: Financial Planning

  • 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. 9: Big Rock Little Rock

    Summary How can you untangle the web of financial priorities when everything seems equally urgent? On this…

  • Ep. 10: 3 Reasons Why The Volatility Is Probably Not Over

    00:28 I’m going to give you three reasons why I think the volatility that we saw about…

  • Things To Know If Moving To A Low Income Tax State For Retirement

    SummaryIn this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the implications of relocating to low…

  • The Basics & Issues of The 3 Bucket Retirement

    Today’s discussion focuses on the “bucket strategy” for allocating retirement funds, which helps manage risk by separating…

  • Ep. 1 The TCJA Sunsets In 2026 and Taxes Could Go Up! What You Can Do About It

    SummaryToday’s topic is potential tax changes in 2026, when the Tax Cuts and Jobs Act (TCJA) is…

  • Understanding Risk In Retirement

    SummaryIn this conversation, Mark Struthers discusses the importance of understanding and managing various risks associated with retirement….

  • Ep. 3: Inflation & Retirement

    SummaryIn this conversation, Mark Struthers discusses the multifaceted approach to retirement planning, emphasizing the importance of understanding…

  • New COVID-Related Rules For Accessing Your 401k

    COVID-19 surprised everyone. As part of the response to COVID, the Coronavirus Aid, Relief, and Economic Security…