Podcast Episode 209: Do Your Retirement Savings Measure Up?

Everyone wants to know where they stand as it relates to retirement savings. Will you have enough or are you falling behind? Today we’ll tell you how we arrive at that number and we’ll answer another listener question about capital gains taxes.

Podcast Episode 208: SECURE Act 2.0 – What to Know

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.