-
▼
-
▼
On December 20th, a big piece of legislation was passed called the SECURE Act. It will affect retirement, IRAs, taxes, and more! Don’t worry, in this episode, we break down everything you need to know about the SECURE Act and how your strategies may need to change. Plus, we make it fun!
In this episode, you’ll learn:
- How the SECURE Act stole money from your kids
- The positives and negatives of the new rules
- The best planning opportunities made possible by the SECURE Act
- Legal “loopholes” to help you make the most of your investments
Resources and research from this episode:
- U.S. retirement assets at $28 trillion in Q1, little changed from end of 2017 (Pensions & Investments)
- RMD Rules for Inherited IRAs (Fidelity)
- Department of the Treasury Internal Revenue Service (IRS)
- Financial Architects, LLC
- SECURE Act And Tax Extenders Creates Retirement Planning Opportunities And Challenges (Kitces)
Enjoy the Show?
Where You Can Watch and Listen:
Subscribe on these platforms or wherever you listen to podcasts! Turn on notifications to keep up with our new content, including:
- Episodes of The Money Guy Show every Friday
- Episodes of Making a Millionaire every other Monday
- Mini-shows every Wednesday
- Ask Money Guy Livestreams every Tuesday
- Tons of other fun content!
Free Resources
Free Resources
Financial Order of Operations®: Maximize Your Army of Dollar Bills!
Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...
Free Resources
Wealth Multiplier By Age
If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.
Free Resources
Car Buying Checklist
Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...
Articles
Articles
How Much Do You Need To Retire With an Average Income?
It’s easy to become discouraged if you have an average or below average income. Saving for retirement is normally more difficult with a lower income;...
Articles
The Best Tools for Filing Your Taxes in 2026
Have you filed your taxes yet? You still have ample time left until the April 15th deadline, but it’s probably best not to procrastinate too...
Articles
Should You Be Spending More in Retirement?
It’s difficult to overstate the risk of spending too much in retirement (or saving too little for retirement). Running out of money means moving in...
Financial FAQs
Courses & Tools
How about more sense and more money?
Check for blindspots and shift into the financial fast-lane. Join a community of like minded Financial Mutants as we accelerate our wealth building process and have fun while doing it.
Free Resources
Financial Order of Operations®: Maximize Your Army of Dollar Bills!
Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...
Free Resources
Wealth Multiplier By Age
If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.
Free Resources
Car Buying Checklist
Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...
Recent Episodes
It's like finding some change in the couch cushions.
Watch or listen every week to learn and apply financial strategies to grow your wealth and live your best life.
Episodes
Is Aggressive Saving Derailing Their Short Term Goals?
High earners in their mid-twenties, cash poor, and a wedding 12 months away. In this episode of Making a Millionaire, we show Joey and Leah...
Episodes
Why This Money Advice Has EXPIRED
Traditional financial advice isn't always wrong, but some money rules simply haven't kept up with today's economy. In this episode, we reveal which classic money...
Episodes
S&P 500 vs Charizard: Which Investment Wins?
Are Pokémon cards and index funds better than the S&P 500? Brian separates the hype from reality on today's hottest collectible investments and reveals what...