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https://youtu.be/ghC-S8N2P60 Summary In this conversation, Mark Struthers discusses the importance of holistic retirement planning, emphasizing the role of keystone activities in fostering social connections and enhancing overall well-being. He highlights how these activities can significantly impact one’s lifestyle and relationships, especially as individuals age. Struthers also explores the need for deeper connections in a world …

Keystone Activities and Their Role In A Happy Retirement Read More »

https://youtu.be/zG_zMsmXhNw Today’s discussion focuses on the “bucket strategy” for allocating retirement funds, which helps manage risk by separating assets into different categories based on time or spending types. The first bucket strategy divides assets into three categories: the first bucket holds low-risk, easily accessible assets like T-bills and money market funds to cover immediate expenses …

The Basics & Issues of The 3 Bucket Retirement Read More »

https://youtu.be/L7jUmq5TUpM Summary Today’s topic is potential tax changes in 2026, when the Tax Cuts and Jobs Act (TCJA) is set to expire, potentially leading to increases in individual income tax rates, halved standard deductions, and altered estate planning exemption amounts. Taxpayers should stay informed and not act hastily since government action may be last-minute and …

The TCJA Sunsets In 2026 and Taxes Could Go Up! What You Can Do About It Read More »