10 min listen
How Secure is Your Retirement? (1/6/23)
How Secure is Your Retirement? (1/6/23)
ratings:
Length:
48 minutes
Released:
Jan 6, 2023
Format:
Podcast episode
Description
(1/6/23) Labor Trends are troubling, especially among younger workers; what makes a good employee? A preview of our next Lunch & Learn, the need for pre-marital financial counseling; digesting the Secure Act 2.0 and the confusion in Required Minimum Distributions (RMD); Why the Roth is not going away; excess 529 transfers to Roths; Moving to Texas; remaining social in retirement. SEG-1: Labor Trends w Younger Workers SEG-2: Pre-marital Financial Planning SEG-3: Digesting the Secure Act 2-0 SEG-4: Remaining Social in Retirement Hosted by RIA Advisors' Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=Hh58lKnK560&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Our new feature, "Before the Bell: Is it Time to Take Profits in Gold?" is here: https://www.youtube.com/watch?v=4XYnPlhKtOQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "The 2023 Word of the Year" https://www.youtube.com/watch?v=HwdszsVBG64&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2674s -------- Articles mentioned in this podcast: "Three Paths for 2023" https://realinvestmentadvice.com/three-paths-for-2023 "The Elephant In The Room -QT" https://realinvestmentadvice.com/the-elephant-in-the-room-qt/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #SecureAct2_0 #Jobs #Employment #YoungerWorkers #RMD #RothIRA #Markets #Money #Investing
Released:
Jan 6, 2023
Format:
Podcast episode
Titles in the series (100)
Lance W Maj Terry Pappas 7a 10 - 20 - 17 Seg - 2: Lance continues the discussion with former US Air… by The Real Investment Show Podcast