Podcast: Sona Wealth Advisors
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Ep. 46: Travel in Retirement: Smart Strategies for Cost, Comfort, and Connection
Retirement is your time to explore, but meaningful travel takes more than just picking a destination. It’s about creating experiences that align with your values,…
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- Backdoor Roth
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Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding
7.26.2025
Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement…
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The SEPP Survival Guide: Top 4 Mistakes to Avoid When Setting Up SEPP IRA Distributions
5.9.2025
The SEPP Survival Guide: Top 4 Mistakes to Avoid When Setting Up SEPP IRA Distributions So, you're…
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Recession Odds, Roth Conversions, and the Wizard of Oz
5.5.2025
Flying Monkeys: The Market’s Sudden Fear The market found Trump's 4/2/25 Wednesday night speech scarier than I…
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The Oedipus Effect & Self-Fulling Prophecy
3.28.2025
The Oedipus Effect The Oedipus Effect refers to the phenomenon where a prediction or belief about an…
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The Fed: Tariffs & Transitory
3.20.2025
Tariffs & Transitory: Insights from the Latest Fed Meeting "Inflation can be volatile month to month, and…
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A Tarriff Tantrum
3.14.2025
Tariff Tantrum Boy, That Escalated Quickly – Ron Burgundy How quickly things changed. Concerns over tariffs, inflation,…
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Ep. 23: Love & Money
2.17.2025
Summary In this conversation, Mark Struthers discusses the intricate relationship between love and money, emphasizing the importance…
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Ep. 22: Cash Flow Pre-Retirement
2.15.2025
Summary In this conversation, Mark Struthers discusses the importance of financial planning, particularly focusing on cash flow…
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February Market Commentary
2.11.2025
A New Administration Gets Down to Business January Recap and February Outlook A New Administration Gets Down…
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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…