Tag: investment strategies
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Ep. 47: Don’t Let FOMO Destroy Your Nest Egg: NVIDIA, Concentration Risk, and Retirement
Strong earnings from Nvidia have dominated headlines, and with it comes a familiar emotional tug for many investors: FOMO (the fear of missing out). For…
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Ep. 17: Is an Indexed Universal Life (IUL) Right For Your Retirement?
12.17.2024
In this conversation, Mark Struthers discusses the intricacies of permanent insurance, particularly focusing on its pros and…
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Ep. 16: Navigating Mortgage Rates in Retirement Planning. Why Did Rates Go Up After The Fed Lowered Rates?
12.4.2024
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…
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The Basics & Issues of The 3 Bucket Retirement
4.13.2024
Today’s discussion focuses on the “bucket strategy” for allocating retirement funds, which helps manage risk by separating…
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Ep. 1 The TCJA Sunsets In 2026 and Taxes Could Go Up! What You Can Do About It
4.13.2024
SummaryToday’s topic is potential tax changes in 2026, when the Tax Cuts and Jobs Act (TCJA) is…
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Understanding Risk In Retirement
4.5.2024
SummaryIn this conversation, Mark Struthers discusses the importance of understanding and managing various risks associated with retirement….