The SECURE Act was first introduced at the beginning of 2020 with a handful of new retirement planning changes included, but there could be additional amendments added in the near future. What could the new changes include? We’ll share six key proposals that are on the table and find out what Joel makes of each one.
Podcast Episode 180: End-of-Year Planning Items
Today’s Wisdom: As we approach the end of the year, it’s important to review a handful of key items before … Read More
Podcast Episode 178: Are These Unreasonable Financial Requests?
Today’s Wisdom: Who doesn’t want to get the most out of their relationship with a financial advisor, but when does … Read More
Podcast Episode 174: Are You Playing Financial Chess, Roulette, or Poker?
Today’s Wisdom: Is it luck or analytics that drives your financial decisions? Or is it a little of both? Let’s … Read More
Podcast Episode: 165 Best of Our Money Wisdom Questions Series
Today’s Wisdom: We pride ourselves in putting out as much content as possible to assist people with their financial planning … Read More
Mailbag – Answering Your Investing, Insurance, and Savings Questions
Today’s Wisdom: It’s time to open up the mailbag again and answer the questions you have about financial planning and … Read More
On Financial Instruments and Financial Advisors
Today’s Wisdom: There are a lot of different tools to get you to retirement and some products will work better … Read More
2020: A Busy First Half of the Year for Financial Legislation
Today’s Wisdom: We’re a little more than halfway through 2020 but there’s been enough news to keep us busy through … Read More
7 Questions from Pre-Retirees
Today’s Wisdom: We’re going back to the mailbag and taking questions that specifically deal with concerns from pre-retirees. Let’s look … Read More
2 Common Questions Retirees Ask Advisors
Today we’re going to talk about two of the most common questions that retirees ask advisors. In fact, we’re going … Read More
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