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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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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Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST
6.24.2024
Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST If you own real…
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529 Plans and SECURE 2.0: More Flexibility
6.24.2024
The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of…
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Ep. 6: 3 Ways To Get A High ROM – A Return On Your Memories
6.3.2024
Summary In this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the concept of Return on…
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Ep. 5: SEPP Withdrawals & Early Retirement
5.20.2024
Summary In this episode, Mark Struthers discusses the importance of a holistic approach to retirement planning, focusing…
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Keystone Activities and Their Role In A Happy Retirement
4.13.2024
SummaryIn this conversation, Mark Struthers discusses the importance of holistic retirement planning, emphasizing the role of keystone…
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Using A Mega Backdoor Roth For A Wealthier Retirement
4.13.2024
SummaryIn this conversation, Mark Struthers discusses the concept of the mega backdoor Roth, a strategy that allows…
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Things To Know If Moving To A Low Income Tax State For Retirement
4.13.2024
SummaryIn this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the implications of relocating to low…
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The Basics & Issues of The 3 Bucket Retirement
4.13.2024
Today’s discussion focuses on the “bucket strategy” for allocating retirement funds, which helps manage risk by separating…
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Ep. 1 The TCJA Sunsets In 2026 and Taxes Could Go Up! What You Can Do About It
4.13.2024
SummaryToday’s topic is potential tax changes in 2026, when the Tax Cuts and Jobs Act (TCJA) is…