Sona Wealth Management Logo
Menu
Schedule a Meeting

#Retirement

The Fed is Recalibrating: Here are 4 Things You Should be Recalibrating Too.

Leave a Comment / Economics / By

https://www.youtube.com/watch?v=1wBsf8HtH6U Summary In this conversation, Mark Struthers discusses the importance of a holistic approach to retirement planning, emphasizing the need for recalibration in mindset, portfolio management, and debt strategies in light of recent economic changes. He highlights the Federal Reserve’s actions, the current economic landscape, and offers insights into investment strategies and market trends to …

The Fed is Recalibrating: Here are 4 Things You Should be Recalibrating Too. Read More »

Big Rock Little Rock

Leave a Comment / Financial Planning, Roth IRA, Student Loans / By

https://www.youtube.com/watch?v=rUCBWCYlOzc Summary How can you untangle the web of financial priorities when everything seems equally urgent? On this episode of Healthy and Wealthy Retirement, I, Mark Struthers, and my son, Will, present a practical and visually engaging solution. Together, we break down the “big rock, little rock” exercise, a straightforward strategy for prioritizing financial goals …

Big Rock Little Rock Read More »

Using A Mega Backdoor Roth For A Wealthier Retirement

Leave a Comment / Backdoor Roth, Mega Backdoor Roth, Roth IRA / By

https://youtu.be/mGi6mQzzNCo Summary In this conversation, Mark Struthers discusses the concept of the mega backdoor Roth, a strategy that allows individuals to maximize their retirement contributions and tax benefits through their 401k plans. He explains the differences between traditional and Roth contributions, the importance of free cash flow, and the potential for significant contributions for those …

Using A Mega Backdoor Roth For A Wealthier Retirement Read More »