Host Mark Struthers CFA CFP® will give you tips and strategies to build wealth on your terms. Mark is a father; he knows how important balance is in our lives. Mark’s focus for the podcast is to give you the tools for well-balanced wealth building, realizing we all have goals beyond making money. Wealth has a different meaning for everyone.
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Host Mark Struthers CFA CFP® will give you tips and strategies to build wealth on your terms. Mark is a father; he knows how important balance is in our lives. Mark’s focus for the podcast is to give you the tools for well-balanced wealth building, realizing we all have goals beyond making money. Wealth has a different meaning for everyone.
Are TDFs (Target Date Funds) right for you? While they’re marketed as convenient, “set it and forget it” solutions, certified retirement counselor Mark Struthers explains why these popular investment tools may not work for everyone—especially retirees.
Many retirees (notably baby boomers) equate the “target date” with a pension-like guarantee, only to be blindsided by volatility and inflexible investment structures when it matters most. Don't let this happen to you—listen to this episode to learn the limitations of TDFs, how they can fall short, and other options that can help you plan for a more secure retirement.
Curious about working with Mark? Go to:
https://www.videoask.com/fd9svtp2l
www.SonaWealthAdvisors.com
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 or article 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.
The Healthy & Wealthy Retirement
Host Mark Struthers CFA CFP® will give you tips and strategies to build wealth on your terms. Mark is a father; he knows how important balance is in our lives. Mark’s focus for the podcast is to give you the tools for well-balanced wealth building, realizing we all have goals beyond making money. Wealth has a different meaning for everyone.
