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Financial Planning

What do the top 1% of 50-somethings have saved for retirement?

Leave a Comment / Financial Planning, Retirement / By

https://youtu.be/sOfat-dEN4o Summary In this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the importance of a holistic approach to retirement planning, emphasizing not just financial aspects but also social, physical, and emotional well-being. He explores the statistics surrounding retirement savings, particularly focusing on the top 1% of savers, and highlights the need for careful …

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Is an Indexed Universal Life (IUL) Right For Your Retirement?

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https://youtu.be/EKBcbjRyFKYsummary In this conversation, Mark Struthers discusses the intricacies of permanent insurance, particularly focusing on its pros and cons, how it fits into financial planning, and the importance of making informed decisions. He emphasizes the need to understand what one is insuring, the potential benefits of tax-free death benefits, and the trade-offs between insurance and …

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Navigating Retirement Beyond Finances – A Conversation with Retirement Coach Alara Rosenberg

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https://youtu.be/Dsqypl2kbvo In this episode of the Healthy and Wealthy Retirement podcast, host Mark Struthers introduces the concept of holistic retirement planning with guest Alara Rosenberg, a non-financial retirement coach. They discuss the importance of addressing not just financial aspects but also emotional, social, and spiritual dimensions of retirement. Alara shares her journey into retirement coaching, …

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Big Rock Little Rock

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https://www.youtube.com/watch?v=rUCBWCYlOzc Summary How can you untangle the web of financial priorities when everything seems equally urgent? On this episode of Healthy and Wealthy Retirement, I, Mark Struthers, and my son, Will, present a practical and visually engaging solution. Together, we break down the “big rock, little rock” exercise, a straightforward strategy for prioritizing financial goals …

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3 Ways To Get A High ROM – A Return On Your Memories

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https://www.youtube.com/watch?v=fysOehZkpT8 Summary In this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the concept of Return on Memories (ROM) and how to enhance the quality of our experiences in retirement. He emphasizes the importance of being intentional in our choices, creating organic memories, and capturing these moments through photography. The conversation highlights the balance …

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