Tag: investment strategies

  • Ep. 30: Are Target Date Funds Ruining Retirement?

    Are TDFs (Target Date Funds) right for you? While they’re marketed as convenient, “set it and forget…

  • Ep. 20: Expenses In Retirement: The Floor & Ceiling

    Summary In this conversation, Mark Struthers discusses various models for managing expenses and withdrawals in retirement. He…

  • Ep. 8: Why The Market Dropped — The Japanese Carry Trade

    SummaryIn this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the recent market crash attributed to…

  • Ep. 4: TCJA Sunset Follow-Up – Gifting – Thoughts From The IWI Conf

    SummaryMark Struthers, Certified Retirement Counselor and host of the Healthy and Wealthy Retirement YouTube channel, explores the…

  • Ep. 2: Retirement Risks: Health, Lifestyle, Career, Inflation — Knowledge is Power

    SummaryIn this conversation, Mark Struthers discusses the importance of understanding and managing various risks associated with retirement….

  • Ep. 27: Is Social Security Going Away? Planning for a Secure Retirement

    Will Social Security still be around when you retire? As fears about its future continue to rise,…

  • Ep. 25: The Roth 5-Year Rule Explained

    Confused by the Roth 5-year rule? If so, you’re not alone. The Roth IRA can feel like…

  • Ep. 19: Expenses In Retirement: Retirement Stages

    Summary In this conversation, Mark Struthers discusses the often-overlooked topic of retirement expenses, emphasizing the importance of…

  • Ep. 17: Is an Indexed Universal Life (IUL) Right For Your Retirement?

    In this conversation, Mark Struthers discusses the intricacies of permanent insurance, particularly focusing on its pros and…