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,…
- 401k
- Backdoor Roth
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- College Funding
- Crypto
- Economics
- Estate Planning
- Featured
- Feel Good
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- Healthcare
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- Inflation
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- Uncategorized
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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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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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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
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HSAs (Health Savings Accounts) a Powerful Planning Tool
10.6.2024
Health Savings Accounts Just Got More Powerful Healthcare is one of the biggest expenses in retirement. Medicare…


