Tag: budgeting
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Ep. 29: The Top 3 Social Security Mistakes Couples Must Avoid
Could a simple mistake cost you thousands in Social Security benefits? The short answer is yes. Claiming too early, misjudging work penalties, or overlooking survivorship…
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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. 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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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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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…
