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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!
Subscribe on these platforms or wherever you listen to podcasts for new episodes every Friday, live streams every Tuesday at 10am CT, and new highlight clips throughout the week.
How Much Should You Save?
How much of your income can you replace in retirement? You can replace different portions of your income in retirement…
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Tax Guide 2023
Updated for 2023! Ever wonder what the highly trained professionals use to tax plan? Wonder no more! We’ve assembled the…
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The Money Guy Guide to Retirement
Here are 9 insights you don’t want to miss… Whether you are 30 years away from retirement or 5 years…
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Is it Worth Moving to Another State Just to Save Taxes?
Read MoreShould You Diversify Retirement Assets Beyond Pre-Tax Investments?
Read MoreSecrets of the 1%: Wealth Building and Tax Strategies for Business Owners
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Watch or listen every week to learn and apply financial strategies to grow your wealth and live your best life.
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