Tag: Retirement

  • Ep. 28: The Roth IRA and SECURE Act: What Your Heirs Need to Know

    Will your Roth IRA survive the SECURE Act? As the rules around wealth transfer keep shifting, certified…

  • 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. 11: 3 Reasons People Resist Retirement

    SummaryIn this conversation, Mark Struthers discusses the holistic approach to retirement, emphasizing the importance of psychological aspects…

  • 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. 18: Expenses In Retirement: The Retirement Spending Smile

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

  • Keystone Activities and Their Role In A Happy Retirement

    SummaryIn this conversation, Mark Struthers discusses the importance of holistic retirement planning, emphasizing the role of keystone…

  • Ep. 12: Is the 10x Retirement Rule Right For You?

    SummaryIn this episode, Mark Struthers discusses the 10 times rule for retirement savings, exploring its relevance and…

  • 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. 24: It’s 5.29 (25) Day! Unlocking the Power of 529 Plans for Retirement

    It's 5.29 (2025) Day It's 5/29 Day! Unlocking the Power of 529 Plans for Retirement From our…