Tag: Holistic Approach
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Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding
Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement counselor Mark Struthers sits down with estate planning…
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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. 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…
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Ep. 14: Navigating Retirement Beyond Finances – A Conversation with Retirement Coach Alara Rosenberg
10.31.2024
In this episode of the Healthy and Wealthy Retirement podcast, host Mark Struthers introduces the concept of…
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Ep. 13: The Fed is Recalibrating: Here are 4 Things You Should be Recalibrating Too.
10.3.2024
Summary In this conversation, Mark Struthers discusses the importance of a holistic approach to retirement planning, emphasizing…
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Ep. 10: 3 Reasons Why The Volatility Is Probably Not Over
9.18.2024
00:28 I’m going to give you three reasons why I think the volatility that we saw about…