Tag: Financial Planning
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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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Ep. 27: Is Social Security Going Away? Planning for a Secure Retirement
7.17.2025
Will Social Security still be around when you retire? As fears about its future continue to rise,…
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Ep. 26: Strategy vs. Tactics: Should You Change Your Portfolio Before a Recession?
7.17.2025
Should you be making changes to your portfolio with a recession looming? Market volatility brings a lot…
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Ep. 25: The Roth 5-Year Rule Explained
7.17.2025
Confused by the Roth 5-year rule? If so, you’re not alone. The Roth IRA can feel like…
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Ep. 24: It’s 5.29 (25) Day! Unlocking the Power of 529 Plans for Retirement
5.29.2025
It's 5.29 (2025) Day It's 5/29 Day! Unlocking the Power of 529 Plans for Retirement From our…
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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. 21: Navigating Retirement: Insights from The Book ‘Being Mortal’
2.10.2025
Summary In this conversation, Mark Struthers discusses the intersection of healthcare decisions and retirement planning, emphasizing the…
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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…