Join us on “The Healthy & Wealthy Retirement” podcast as Certified Retirement Counselor, Mark Struthers, takes a holistic approach to retirement. Going Beyond Finances and Embracing Holistic Well-being. Whether you’re approaching retirement age or already enjoying your golden years, our expert guests will share practical advice, inspiring stories, and actionable strategies. We cover everything from optimizing your health and wellness to managing your investments. Get ready to unlock the secrets to a vibrant and prosperous retirement! Remember, retirement isn’t just about financial planning—it’s about living your best life. Tune in to “The Healthy & Wealthy Retirement,” which will address not only the Financial but also the Social, Physical, and Emotional aspects of retirement. Everything you need for a Healthier, Wealthier, and Happier retirement.
Episodes
Wednesday Sep 18, 2024
Wednesday Sep 18, 2024
Welcome to another episode of the Healthy and Wealthy Retirement, hosted by certified retirement counselor, Mark Struthers. In this episode, Mark introduces a unique setting featuring his son, Will, to demonstrate the concept of "big rock, little rock" financial and retirement planning.
Mark discusses how prioritizing important financial goals can lead to a healthier, wealthier, and happier retirement. Through a practical demonstration with rocks of varying sizes, they illustrate the significance of addressing critical financial needs like retirement funds, emergency funds, housing, and education before focusing on smaller, less critical expenses.
This episode serves as a valuable guide for anyone feeling overwhelmed by financial pressures, providing a clear and engaging method for managing and prioritizing financial resources effectively. Join Mark and Will in this insightful session and learn how to fit all your financial goals into your "jar" efficiently. Don't forget to hit subscribe for more tips on achieving a holistic and fulfilling retirement!
Mark talks big-rock, little-rock in MarketWatch:
Disclosure-
Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.
This video is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.
This content has not been reviewed by FINRA.
www.SonaWealthAdvisors.com
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