About this episode
On today's show Andrew and Mo review The SECURE Act 2.0 which was signed just before the New Year, bringing big changes for folks from every phase and stage of their retirement planning journey. Just in case you missed the game… don’t worry because we’ve got the highlights for you. Also,
A brand-new year marks a fresh new beginning. With the New Year comes new resolutions to work out, save money, quit smoking, lose weight, get a raise or promotion... and the list goes on from there. Yet around 75% of New Year’s resolutions are abandoned by February.
The best way to prevent this phenomenon of resolution fatigue is by using a systematic approach and with that in mind, let’s start with a 2023 financial planning checklist.
Reach out to Andrew and Mo at 800-419-6164 or https://www.assetmg-inc.com/
See omnystudio.com/listener for privacy information.
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