Sona Wealth Management Logo
Menu
Schedule a Meeting

investment strategies

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

Leave a Comment / Financial Planning, Insurance / By

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 …

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

Navigating Mortgage Rates in Retirement Planning. Why Did Rates Go Up After The Fed Lowered Rates?

Leave a Comment / Financial Planning / By

https://youtu.be/4KUzhoPKWQk Mark in Bloomberg Wealth talking Mortgage Rates: https://www.bloomberg.com/news/newsletters/2024-11-07/how-to-invest-after-trump-win-and-federal-reserve-rate-cut Summary In this conversation, Mark Struthers discusses the current state of mortgage rates, their relationship with treasury rates, and the impact of political events on the economy. He emphasizes the importance of understanding inflation and fixed-income strategies for retirement planning, especially in the context of rising …

Navigating Mortgage Rates in Retirement Planning. Why Did Rates Go Up After The Fed Lowered Rates? Read More »

Understanding Risk In Retirement

Leave a Comment / Healthcare, healthcare, Investing / By

https://youtu.be/T_FUJSZANM8 Summary In this conversation, Mark Struthers discusses the importance of understanding and managing various risks associated with retirement. He emphasizes a holistic approach to retirement planning that includes financial, health, and emotional aspects. Struthers highlights specific risks such as longevity, inflation, and investment risks, and provides insights on how to navigate these challenges effectively. …

Understanding Risk In Retirement Read More »