Retirement Talk Podcast Episodes

social security

164. Beware of the Pitfalls of SECURE Act 2.0

164. Beware of the Pitfalls of SECURE Act 2.0

We’re more than halfway through 2023 and we’ve already seen the impact SECURE Act 2.0 has on retirement planning. These first six months have given the financial industry time to identify some of the potential pitfalls that the legislation creates for retirees. In...

128. Unprecedented Times

128. Unprecedented Times

The steep decline in the stock market and rising inflation is impacting all Americans but no one is feeling it quite like people that are nearing retirement or those that recently made the transition to retirement. The drop in account value paired with the decline in...

127. What to Know About Financial Advisor Fees & Costs

127. What to Know About Financial Advisor Fees & Costs

With all the volatility this year, there are a lot of individuals re-examining the value their advisor brings in. Without knowing every option and without understanding how different financial services are structured, it can be difficult to truly evaluate your...