The Flaws in Secure Act 2.0

(9/29/23) Candy Corn martini's & market commentary; why Larry Fink won't be surprised with higher structural inflation: Permatory inflation. No one is ready for rates to be higher for longer. The uptick in 401-k loans and why we can't save: More credit card debt, car payments, and mortgage payments. Flaw in Secure Act 2.0: Elimination of some catch-up provisions. Boosting the Roth: Paying taxes now before taxes increase, which they will. Mrs. Roberts' Halloween decorations; old westerns & Medicare marketing; the pitfalls of Medicare Advantage plans; Open Enrollment strategies: Always shop Park-D. Candid Coffee preview; How to take Social Security survivor benefits: The folly of taking SS too soon, and effects on spousal benefits.

2:01 - Why No One is Ready for Higher Rates for Longer
13:21 - Flaws in Secure Act 2.0 & Why We Can't Save
29:21 - Old Westerns & Medicare Marketing
43:18 - Candid Coffee preview; How to Take SS Survivor's Benefits

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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