Category: Financial Planning
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Ep. 36: Run Your Retirement Like a Marathon: Lessons in Discipline and Strategy
Is retirement more like a sprint or a marathon? Turns out, it’s definitely a marathon, and the lessons from long-distance running might be exactly what…
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Ep. 21: Navigating Retirement: Insights from The Book ‘Being Mortal’
2.10.2025
Summary In this conversation, Mark Struthers discusses the intersection of healthcare decisions and retirement planning, emphasizing the…
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Maximizing Retirement: The Role of Guardrails
2.3.2025
Summary In this conversation, Mark Struthers discusses retirement guardrails, strategies designed to help retirees manage their withdrawal…
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Ep. 19: Expenses In Retirement: Retirement Stages
2.3.2025
Summary In this conversation, Mark Struthers discusses the often-overlooked topic of retirement expenses, emphasizing the importance of…
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Social Security & Taxes – Changes 2025
12.21.2024
Social Security and Taxes: Changes for 2025 Social security benefits are linked to inflation, and with inflation…
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Ep. 7: What do the top 1% of 50-somethings have saved for retirement?
12.21.2024
Summary In this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the importance of a holistic…
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Ep. 17: Is an Indexed Universal Life (IUL) Right For Your Retirement?
12.17.2024
In this conversation, Mark Struthers discusses the intricacies of permanent insurance, particularly focusing on its pros and…
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Ep. 16: Navigating Mortgage Rates in Retirement Planning. Why Did Rates Go Up After The Fed Lowered Rates?
12.4.2024
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…
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Ep. 15: Failure To Launch: Your Retirement Could Suffer (why is my 20-something still in the basement?)
11.18.2024
Summary In this conversation, Mark Struthers discusses the phenomenon of ‘failure to launch’ among young adults, highlighting…
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Sona’s Healthy & Wealthy Newsletter
10.7.2024