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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- Estate Planning
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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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Understanding Risk In Retirement
4.5.2024
SummaryIn this conversation, Mark Struthers discusses the importance of understanding and managing various risks associated with retirement….
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Ep. 3: Inflation & Retirement
4.5.2024
SummaryIn this conversation, Mark Struthers discusses the multifaceted approach to retirement planning, emphasizing the importance of understanding…
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New COVID-Related Rules For Accessing Your 401k
4.19.2020
COVID-19 surprised everyone. As part of the response to COVID, the Coronavirus Aid, Relief, and Economic Security…
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The 401k Loan, A Useful Tool (If Used Correctly)
1.15.2020
401ks are for retirement. With pensions going the way of the dodo bird, flip phones, and fax…
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The SECURE Act Is Here! What You Should Know. (before you buy that annuity)
12.30.2019
MNice Investor talked about the possibility of the Stretch IRA going away with passing of the SECURE…
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Year-End Financial Checklist
11.26.2019
Working with families, and having my own, I often use the seasons and holidays as signposts. They…
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Don’t Be Afraid of The HSA This Open Enrollment Season!
11.20.2019
I don’t think it was a coincidence that #HSAAwarenessday occurred right before Open Enrollment, nor was it…
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You Can Have Your Funnel Cake On A Stick & Eat It Too!
7.22.2019
Can you have your cake and eat it too? When it comes to the magical 529 plan,…
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Beyond Meat Father’s Day Taste Test
7.4.2019
I was skeptical when I heard about the innovation of fake meat— Beyond Meat, to be exact—…