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About This Podcast
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.
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Recent Episodes
A Year-End Reset: Protecting Health, Judgment, and Retirement Decisions
The holidays often bring more than celebration. Shorter days, disrupted routines, family obligations, and year-end financial noise can quietly drain energy and cloud judgment. Many people don’t…
Naughty or Nice?: A Holiday Checkup for Your Retirement Plan
Many people quietly wonder if they’re doing retirement “right,” especially around the holidays. So in this episode, Certified Retirement Counselor Mark Struthers puts a seasonal spin on some of the…
Don’t Let FOMO Destroy Your Nest Egg: NVIDIA, Concentration Risk, and Retirement
Strong earnings from Nvidia have dominated headlines, and with it comes a familiar emotional tug for many investors: FOMO (the fear of missing out). For retirees and near-retirees, moments like these…
Travel in Retirement: Smart Strategies for Cost, Comfort, and Connection
Retirement is your time to explore, but meaningful travel takes more than just picking a destination. It’s about creating experiences that align with your values, health, and financial goals. In this…
Give More, Keep More: Tax-Smart Charitable Strategies for Retirees
The holiday season brings out our generous spirit, but are you giving in the smartest way possible? In this episode, Certified Retirement Counselor Mark Struthers explains how to make your charitable…
How to Protect Your Retirement Savings: Spot Scams Targeting Seniors
Scams are getting smarter, and retirees are increasingly in the crosshairs. In this episode, Certified Retirement Counselor Mark Struthers talks about one of the fastest-growing threats to retirees:…
Medicare Changes 2025: What Retirees Need to Know About the One Big Beautiful Bill
Healthcare costs are rising, and new legislation could bring big changes to Medicare, Medicaid, and retirement planning. In this episode, certified retirement counselor Mark Struthers interviews…
Rethink Retirement: How Green Light Spending Beats the 4% Rule
The 4% rule has been the gold standard for decades, but is it holding you back? What if you could retire earlier, spend more, and still feel confident your money will last? In this episode, certified…
How to Write a Retirement Letter to Your Spouse
We all know about retirement letters to employers, but what about the person who’s been by your side through every late night, career win, and missed vacation? What if retirement was marked not just…
Private Equity in 401(k)s: The Good, Bad, and Ugly
Private equity and private credit have long been the playground of institutional investors and the ultra-wealthy, but now they may be coming to your 401(k). Is this a golden opportunity or a risky…
The Stress Paradox: Why Good Stress Is Essential for a Healthier Retirement
Is all stress bad? Not quite. We’ve been told for years that stress is the enemy, but what if some stress is exactly what your body and mind need—especially as you age? In this episode, certified…
Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding
Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement counselor Mark Struthers sits down with estate planning attorney Jennifer…
Top 10 Ways to Avoid IRMAA and Save on Medicare in Retirement
Are you paying too much for Medicare? You might be, especially if you’re overlooking the IRMAA surcharge. This little-known fee can quietly eat into your retirement savings if you're not careful. In…
Run Your Retirement Like a Marathon: Lessons in Discipline and Strategy
Is retirement more like a sprint or a marathon? Turns out, it’s definitely a marathon, and the lessons from long-distance running might be exactly what your retirement plan needs. Certified…
The 2+ Bucket Strategy Explained for Secure Retirement
Is the bucket strategy right for your retirement? The idea sounds simple: set aside a few “buckets” to manage your money in retirement. But is it really that easy or effective? Certified retirement…
Should You Put Crypto in Your Retirement Account?
Does cryptocurrency belong in your retirement account? Some say it’s the future of money. Others call it a digital tulip bubble. With all the hype, headlines, and heated opinions, it’s hard to know…
Sailing with Phoenix: Lessons on Non-Traditional Retirement Paths
What can a 29-year-old sailor with a cat teach us about retirement? More than you’d expect. When Instagram adventurer Oliver Widger, known as “Sailing with Phoenix,” quit his job, cashed out his…
The Diderot Effect and How Lifestyle Creep Begins in Retirement
What if one purchase was enough to throw off your entire retirement plan? It starts small: a new couch, a dream vacation, upgraded luggage… Before you know it, your spending snowballs, and your…
Are Barrier Notes Right for Your Retirement?
What are barrier notes? And should they have a place in your retirement portfolio? While barrier notes promise higher returns and some downside protection, certified retirement counselor Mark…
Are Target Date Funds Ruining Retirement?
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…
Frequently Asked Questions
Tax-Smart Retirement Investing with Mark Struthers has published 48 episodes since July 2024, covering topics in Business, Education.
Tax-Smart Retirement Investing with Mark Struthers is currently declining with new episodes every 2 weeks. Average episode length is 17m.
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