retirement contributions

Ep 101: What You Need To Know About Secure Act 2.0

The Secure Act 2.0 was recently passed, so we talk about some of the key takeaways that might impact your financial plan on today’s episode. Some changes are for the better and some changes might take some time to get used to. Which of these might benefit your financial plan the most? Listen to find out.

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Ep 80: New Year’s Financial Checklist

What things should you be focusing on in 2022? We talk through a checklist of financial things to focus on in the new year.

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