SECURE Act 2.0: Catch Up Contributions
https://vimeo.com/829117826?share=copy This is our fifth vlog about the changes to retirement plans under the SECURE Act 2.0 which became law in December 2022. You can find all of the other…
Debt Ceiling Update: 5/25/23
https://vimeo.com/830597464?share=copy Hello from Louisville, KY at the Advisor Group’s NXT Conference. Jeremiah Thompson and I have been here at this amazing three-day conference focusing on the future of the financial…
Living Paycheck to Paycheck: Let’s Look at It Differently
https://vimeo.com/813277054 It’s not uncommon for people to say, “I live paycheck to paycheck” and naturally assume this means they are struggling to make ends meet. While this may be the…
A Quick Tip: “types of accounts” versus “types of investments”
https://vimeo.com/804634561 We want to share a quick tip about “types of accounts” and “types of investments”. People often get confused by account types and investment types. Stocks, mutual funds, IRAs,…
The cost of NOT working with a financial advisor
https://vimeo.com/813319188 People often talk about the cost of working with a financial advisor, but rarely think about the cost of NOT working with one. There is a quote that says,…
SECURE Act 2.0: Eliminate RMDs for Roth Accounts within Employer Retirement Plans
https://vimeo.com/817302997 In today’s vlog, I will be discussing the SECURE Act 2.0: eliminate Required Minimum Distributions (RMD) for Roth accounts within employer retirement plans such as 401(k) and 403(b). This…
Be Wary of Using Information From Social Media to Make Your Financial Decisions
https://vimeo.com/804631151 Hello everyone, we would like to remind all of you that everything you see on social media regarding finances, investments, advices, insurances, etc. does not mean it is…
SECURE Act 2.0: Expanded Roth Contributions
https://vimeo.com/804625324 In today’s vlog, I will be discussing the SECURE Act 2.0: Expanded Roth Contributions. This is our third vlog about the changes within the SECURE Act 2.0 which became…
What’s Going On With The Banks, Silicon Valley Bank and Signature Bank?
https://vimeo.com/808788128 Hello, everyone. We wanted to share a quick update with all of you about Silicon Valley Bank (SVB) and Signature Bank. I would like to share about SVB first.…
SECURE Act 2.0: 529 Plan Rollovers to Roth IRAs
https://vimeo.com/798533939 In today’s vlog, I will be discussing the SECURE Act 2.0: 529 Plan rollovers to Roth IRAs. Before I elaborate about it, we shared our vlog about the changes…
