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Ep 98: Four Ways The SECURE Act 2.0 Might Impact You

  After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. This follows the original piece of legislation that took effect at the beginning of 2020. With a list of nearly 100 provisions, there’s too much to sort out in one show. Instead, we want [...]

By |2023-03-02T14:11:08+00:00March 1st, 2023|Podcast|Comments Off on Ep 98: Four Ways The SECURE Act 2.0 Might Impact You

Ep 2: 3rd & 4th Quarther Planning To-Do List

As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree, or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s podcast to find out.

By |2019-09-19T05:00:18+00:00September 19th, 2019|Podcast|Comments Off on Ep 2: 3rd & 4th Quarther Planning To-Do List
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