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
Saturday Sep 14, 2024
Saturday Sep 14, 2024
Welcome to the Healthy and Wealthy Retirement, where your certified retirement counselor, Mark Struthers, takes a holistic approach to retirement, going beyond finances and embracing holistic well-being. This YouTube channel will address everything you need for a healthier, a wealthier, and a happier retirement.
In today's episode, Mark Struthers discusses the recent market volatility and provides three reasons why it might not be over yet. He delves into the Japanese carry trade, Japan's government policies, and the potential sensitivity of the market to short-term data points as interest rates start to normalize.
Mark explains the implications of these factors on your investment strategy and offers practical advice on how to prepare your portfolio. Whether you're nearing retirement or already retired, his insights can help you navigate these uncertain times and maintain a stable financial outlook.
Join Mark as he guides you through understanding the current market dynamics and how to make informed decisions to ensure a healthier, wealthier, and happier retirement. Don't forget to hit subscribe to stay updated with more valuable content.
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
Saturday Sep 14, 2024
Saturday Sep 14, 2024
Welcome to The Healthy and Wealthy Retirement with your host, Mark Struthers! In this episode, Mark dives deep into the intricacies of the Mega Backdoor Roth, a powerful tool for maximizing your retirement savings.
Discover how this strategy works within your 401k plan, the significant financial benefits it offers, and the key rules and limits you need to know. Whether you’re in your 50s, 60s, or already enjoying retirement, this episode provides essential insights to help you secure a healthier, wealthier, and happier future.
Stay informed, stay prepared, and ensure your retirement is everything you’ve dreamed of. Don’t forget to subscribe for more tips on achieving a balanced and fulfilling retirement!
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
Sunday Jul 14, 2024
Sunday Jul 14, 2024
Welcome to The Healthy and Wealthy Retirement, hosted by certified retirement counselor Mark Struthers. In this special Fourth of July episode, Mark delves into what it takes to be among the top 1% of retirement savers and the surprising statistics behind retirement savings in the U.S.
Discover eye-opening data from the Federal Reserve, including the percentage of retirees who have saved $1 million, the average retirement savings, and how home equity factors into financial planning. Mark also discusses the importance of planning for a comfortable retirement, considering factors like long-term care costs and the variability of retirement ages.
Whether you're aiming to join the elite 1% or just want to ensure a secure future, this episode offers valuable insights to help you achieve a healthier, wealthier, and happier retirement.
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
Sunday Jul 14, 2024
Sunday Jul 14, 2024
Welcome to The Healthy and Wealthy Retirement, hosted by certified retirement counselor Mark Struthers. In this episode, Mark explores the concept of ROM (Return on Memories), offering three practical ways to enhance your life's experiences beyond financial gains.
Firstly, Mark emphasizes the importance of being intentional with your time and money, drawing parallels to the principles of financial planning. He shares personal anecdotes to illustrate how thoughtful investments in activities and relationships can yield lasting, meaningful memories.
Secondly, Mark advises setting the stage for organic memories rather than trying to script them. He highlights the value of spontaneous, unplanned moments that often become cherished memories, using examples from his own family life.
Lastly, Mark underscores the significance of capturing these moments through photographs. He suggests that a small investment in a quality camera and the habit of documenting experiences can provide immense joy and nostalgia over the years.
Join Mark Struthers as he guides you towards a healthier, wealthier, and happier retirement by focusing on the intangible yet invaluable return on your memories.
Stay well, and don't forget to hit subscribe!
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