Summary In this conversation, Mark Struthers discusses the intersection of healthcare decisions and retirement planning, emphasizing the importance of being an active participant in both areas. He explores the themes presented in the book ‘Being Mortal’ by Atul Gawande, highlighting key questions that individuals should consider regarding their fears, hopes, and understanding of their situations. Struthers argues that making informed decisions can lead to a healthier, wealthier, and happier retirement. Takeaways The book ‘Being Mortal’ is essential for understanding end-of-life care. Active participation in healthcare and financial planning is crucial. Understanding your fears and hopes can guide decision-making. Quality of life should be prioritized over mere longevity. Healthcare decisions often mirror financial planning challenges. Trade-offs in healthcare and retirement planning are inevitable. Informed decisions lead to better outcomes in retirement. Questions about understanding situations are vital for planning. Retirement planning should consider personal goals and values. Being proactive can enhance the retirement experience. Sound Bites “What is your understanding of your situation and possible outcomes?” “What are your fears, and what are your hopes?” “What are the tradeoffs you are willing to make and not willing to make?” “What is the best course of action that best serves this understanding?” “You need to be your own advocate.” “Return on your memories.” Chapters 00:00 Introduction to Healthy and Wealthy Retirement 00:55 Exploring ‘Being Mortal’ and Its Relevance 04:16 Key Questions for Healthcare and Retirement Planning 09:39 Making Informed Decisions for a Fulfilling Life The book talked about: https://www.amazon.com/s?k=being+mortal+amazon&hvadid=414503958154&hvdev=c&hvlocphy=9019584&hvnetw=g&hvqmt=e&hvrand=787212831021922015&hvtargid=kwd-352346696140&hydadcr=21749_11236939&mcid=7505eba8b7a23b3d9618d15b97287d07&tag=googhydr-20&ref=pd_sl_4tj5gf7b29_e Curious about working with Mark: https://www.videoask.com/fd9svtp2l www.SonaWealthAdvisors.com Disclosure: Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document. This video or article is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation. This content has not been reviewed by FINRA