341: SECURE Act 2.0: What it Means for Your Retirement Savings
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 20 January 2023
⏱️ 31 minutes
🧾️ Download transcript
Summary
This week's retirement reading is from Eversheds Sutherland titled, SECURE 2.0 in 2023 and beyond. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/341.
Show Notes: Howardbailey.com/341
Rate & Review the Podcast: RetireWithPurpose.com/review
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Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading
Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show designed to help retirees and free retirees |
| 0:11.8 | maximize their financial confidence. Casey Weed is the CEO and founder of Howard Bailey Financial. |
| 0:17.9 | With office locations in Indiana and Ohio and serving clients all across |
| 0:23.0 | the United States virtually, Howard Bailey was voted first place, best financial advisor in 2020, |
| 0:29.2 | 2021 and 2022. Casey is a certified financial planner and Wall Street Journal bestselling author. |
| 0:36.2 | He's your host on Retire with Purpose. |
| 0:39.3 | Hey, I'm Casey, and I believe in retirement strategies that are driven by meaning and purpose. |
| 0:46.1 | Join me this week and every week as we discuss thoughts and ideas with some of today's |
| 0:51.9 | foremost experts in the field of finance and retirement, as well as discussing |
| 0:56.8 | trending topics that could impact your bottom line. These discussions can help you make better |
| 1:01.8 | financial decisions so you can live the lifestyle you've always imagined and deserve. Welcome |
| 1:07.8 | to the show. |
| 1:16.5 | Hey, what's up, y'all? I am here today with my good friend co-hosts for these Friday editions of the podcast. You have Marshall here with me. |
| 1:18.8 | Hey, hey. |
| 1:19.5 | Marshall, and we are going to talk about some stuff today, just like we do every Friday. |
| 1:26.4 | This is our opportunity to talk about stuff, but not just any |
| 1:29.7 | stuff. This is our opportunity to cover with you, things that we think are trending that are also |
| 1:35.2 | important to you. And we call this our weekend reading for retirees. So every week, we put an email |
| 1:41.3 | in front of you with four articles on trending topics, all designed to |
| 1:45.1 | help you make better decisions about your finances. Then we like to pull out one of those articles |
| 1:48.9 | and dive a bit deeper here with you in the podcast. And you can get a link to this particular |
| 1:55.3 | article right there in our show notes at retireth purpose.com. Sign up for the weekend reading |
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