secure act

The IRS Gave Us A Gift (Or Did They?)

In today’s episode, we’re going to discuss the ongoing confusion surrounding inherited IRAs and Required Minimum Distributions (RMDs).

Read More

Why Retirees Need to Pay Attention to SECURE Act 2.0

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was recently passed by Congress as a follow-up to the original SECURE Act that was passed in 2019. The new legislation includes dozens of provisions designed to make it easier for Americans to save for retirement and better prepare for their golden years. However,…

Read More

Ep 166: SECURE Act 2.0 – RMD & Roth Changes (Part 1)

Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this could open up. With a significant number of changes beginning…

Read More

Ep 65: What to Know About Biden’s Tax Proposals

The Tax Foundation released a detailed analysis of Biden’s tax proposals and this week we look at a few of the items that caught Phil’s attention. Are there tax changes ahead? Anything different you should do with your plan now? We’ll try to help you answer those questions today.

Read More

Ep 23: Beware of Bias in Financial Media

How closely do you pay attention to the sources that provide you with information about investing? Just like other outlets of media, financial news is not immune from bias. Let’s discuss the landscape today and how you can protect yourself from being misled by incorrect information.

Read More

Ep #9: Excuses We Make for Sticking With the Wrong Financial Advisor

Every decision you make in regard to your finances goes a long way to determining how much you’ll get to enjoy retirement, but using the correct advisor will have a big impact on your planning process. Despite that, investors will often make excuses for working with someone that doesn’t fit their needs and goals. Let’s talk about some of the common excuses that are used.

Read More

Ep #8: Financial Planning With a Sense of Urgency

No matter how well you plan, there are times in your life where things shaken up and force you to change course. All of a sudden you shift to planning with a sense of urgency. On this episode, we’ll discuss some of those scenarios and how you can prepare yourself.

Read More