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By Mark Struthers CFA, CFP®
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Episodes: 48
Description
Tax-Smart Retirement Investing with Mark Struthers
Tax-Smart Retirement Investing is an educational podcast for professionals, pre-retirees, and business owners who want to make smarter decisions about retirement, taxes, investing, and long-term spending.
Hosted by Mark Struthers, CFA®, CFP®, CRC®, RMA®, the show focuses on how real people navigate the trade-offs that come with retirement planning—before and after they stop working.
Topics include:
• Tax-aware retirement planning
• Investment decisions before and during retirement
• Retirement income and withdrawal strategies
• Coordinating portfolios, taxes, and cash flow
• Major financial events like retirement transitions, severance, and liquidity events
Rather than rules of thumb or quick fixes, the podcast emphasizes process, judgment, and making better decisions under uncertainty—so you can get more out of what you’ve built.
This content is for general informational and educational purposes only and does not constitute personalized investment, tax, or legal advice.
| Episode | Date |
|---|---|
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A Year-End Reset: Protecting Health, Judgment, and Retirement Decisions
|
Jan 02, 2026 |
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Naughty or Nice?: A Holiday Checkup for Your Retirement Plan
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Dec 19, 2025 |
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Don’t Let FOMO Destroy Your Nest Egg: NVIDIA, Concentration Risk, and Retirement
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Dec 05, 2025 |
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Travel in Retirement: Smart Strategies for Cost, Comfort, and Connection
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Nov 14, 2025 |
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Give More, Keep More: Tax-Smart Charitable Strategies for Retirees
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Oct 31, 2025 |
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How to Protect Your Retirement Savings: Spot Scams Targeting Seniors
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Oct 17, 2025 |
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Medicare Changes 2025: What Retirees Need to Know About the One Big Beautiful Bill
|
Sep 26, 2025 |
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Rethink Retirement: How Green Light Spending Beats the 4% Rule
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Sep 12, 2025 |
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How to Write a Retirement Letter to Your Spouse
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Aug 29, 2025 |
|
Private Equity in 401(k)s: The Good, Bad, and Ugly
|
Aug 15, 2025 |
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The Stress Paradox: Why Good Stress Is Essential for a Healthier Retirement
|
Aug 01, 2025 |
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Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding
|
Jul 18, 2025 |
|
Top 10 Ways to Avoid IRMAA and Save on Medicare in Retirement
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Jul 11, 2025 |
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Run Your Retirement Like a Marathon: Lessons in Discipline and Strategy
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Jul 04, 2025 |
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The 2+ Bucket Strategy Explained for Secure Retirement
|
Jun 27, 2025 |
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Should You Put Crypto in Your Retirement Account?
|
Jun 20, 2025 |
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Sailing with Phoenix: Lessons on Non-Traditional Retirement Paths
|
Jun 13, 2025 |
|
The Diderot Effect and How Lifestyle Creep Begins in Retirement
|
Jun 06, 2025 |
|
Are Barrier Notes Right for Your Retirement?
|
May 30, 2025 |
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Are Target Date Funds Ruining Retirement?
|
May 23, 2025 |
|
The Top 3 Social Security Mistakes Couples Must Avoid
|
May 16, 2025 |
|
The Roth IRA and SECURE Act: What Your Heirs Need to Know
|
May 09, 2025 |
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Is Social Security Going Away? Planning for a Secure Retirement
|
May 02, 2025 |
|
Strategy vs. Tactics: Should You Change Your Portfolio Before a Recession?
|
Apr 23, 2025 |
|
The Roth 5-Year Rule Explained
|
Apr 15, 2025 |
|
Navigating Life's Toughest Decisions: Financial Planning Insights from 'Being Mortal'
|
Feb 10, 2025 |
|
Mastering Retirement Expenses: The Floor & Ceiling
|
Feb 03, 2025 |
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Mastering Retirement Expenses: The Guardrails Approach
|
Feb 03, 2025 |
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Mastering Retirement Expenses: Retirement Stages
|
Feb 03, 2025 |
|
Mastering Retirement Expenses: The Retirement Spending Smile
|
Feb 02, 2025 |
|
Decoding the 10x Rule for Retirement: Is It Too Conservative?
|
Dec 27, 2024 |
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Navigating Volatility: The Japanese Carry Trade Explained
|
Dec 27, 2024 |
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Mastering the 3-Bucket Strategy for a Secure Retirement
|
Dec 27, 2024 |
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Moving to a Low-Tax State for Retirement
|
Dec 27, 2024 |
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Keystone Activities: The Cornerstone of a Happy Retirement
|
Dec 27, 2024 |
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Navigating Inflation in Retirement
|
Dec 27, 2024 |
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Navigating Risk in Retirement
|
Dec 27, 2024 |
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Unlocking Early IRA Access: Understanding SEPP (72t)
|
Dec 22, 2024 |
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Is Index Universal Life Insurance Right For Your Retirement?
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Dec 18, 2024 |
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The Economic and Political Influence on Mortgage Rates
|
Dec 04, 2024 |
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Navigating the Challenges of "Failure to Launch" in Today's Economy
|
Nov 19, 2024 |
|
Navigating Retirement Beyond Finances - A Conversation with Retirement Coach Alara Rosenberg
|
Oct 31, 2024 |
|
The Fed is Recalibrating: Here are 4 Things You Should be Recalibrating Too
|
Oct 03, 2024 |
|
Prioritizing Your Retirement: The Big Rock, Little Rock Approach
|
Sep 18, 2024 |
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Navigating Market Volatility: 3 Reasons It May Not Be Over
|
Sep 14, 2024 |
|
Mega Backdoor Roth: Supercharging Your Retirement Savings
|
Sep 14, 2024 |
|
Are You on Track to Join the Top 1% of Retirement Savers?
|
Jul 14, 2024 |
|
Maximizing Your Return on Memories for a Fulfilling Retirement
|
Jul 14, 2024 |