When the SECURE Act was signed into law last December, it delivered the most sweeping changes to retirement planning we’ve seen in decades—some of which will have major repercussions for years to come. On today’s episode of Money & Meaning, Jeff and Mike discuss the changes that impact pre-retirees and retirees the most (including the elimination of the “stretch” provision for IRAs) and share how to use the SECURE Act to your advantage to protect your retirement savings and support multi-generational planning.
Everything I Learned About Investing I Learned in Court
Investment Update for Midyear 2020
Navigating the complexities of Medicare with special guest Melinda Caughill
How to Reclaim Your Time and Live a Happier Life with Dr. Ashley Whillans
Take the opportunity to carve out time for Deep Work
Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson
A New Year’s buffet: Make 2020 your best year yet!
How and when to claim Social Security—with special guest Alicia Lipscomb
End-of-Year Planning: What’s on your checklist?
Minds, Markets & Money—with special guest Dr. Daniel Crosby
The Path to Purpose—with special guest Rick Thompson
The Power of Decisions: Moulaye Niang’s path from star athlete to valued portfolio advisor
The Experience Transformer: Turning every experience into a learning experience
Getting rational: Lessons from Hans Rosling on how real data about the real world can drive better investment decisions
Millennials and Money: Special guest Cam Marston shares how to talk money with your next generation
The true cost of ‘certainty’ when investing for the future
Achieve life-long financial freedom by creating an income stream that can actually rise in retirement
Exploring your "Retirementality" with special guest Mitch Anthony
Understanding the (wild and crazy) capital markets heading into 2019
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