Tag: Retirement Planning
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Ep. 48: Naughty or Nice?: A Holiday Checkup for Your Retirement Plan
Many people quietly wonder if they’re doing retirement “right,” especially around the holidays. So in this episode, Certified Retirement Counselor Mark Struthers puts a seasonal…
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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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Ep. 15: Failure To Launch: Your Retirement Could Suffer (why is my 20-something still in the basement?)
11.18.2024
Summary In this conversation, Mark Struthers discusses the phenomenon of ‘failure to launch’ among young adults, highlighting…
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Ep. 9: Big Rock Little Rock
9.18.2024
Summary How can you untangle the web of financial priorities when everything seems equally urgent? On this…
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Things To Know If Moving To A Low Income Tax State For Retirement
4.13.2024
SummaryIn this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the implications of relocating to low…
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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. 3: Inflation & Retirement
4.5.2024
SummaryIn this conversation, Mark Struthers discusses the multifaceted approach to retirement planning, emphasizing the importance of understanding…

