Category: Investing

  • 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…

  • jeopardy risk assessment

    I’ll Take Jeopardy, Risk, & Retirement For $1,000, Alex.

    I’ll take Movies In The DirectTV Guide for $500, Alex. The answer: “Two hit men, a boxer, a crime boss,…

  • 3 529 Plans for parents

    3 529 Plans For 3 Types of Minnesotan Nice Parents

    For those of you that don’t know, a 529 account is a tax-advantaged education funding account. It…

  • parents approach to college funding

    The College Approach

    Parents take many different approaches when it comes to college funding for their kids. The approach taken…

  • Overconfidence, The Final Four, & The CFA Wealth Management Conference

    As I was buzzed through the appropriate doors and circumnavigated the new security system at my son’s…

  • Don’t Miss Your Target

    Moving from a pension-driven retirement to a 401k-driven retirement has not been easy. Because the employee not…