Navigating the SECURE Act

The Stacking Benjamins Show

Joe Saul-Sehy | Cumulus Podcast Network

Investing, Business, Self-improvement, Education

4.2 • 1.9K Ratings

🗓️ 15 January 2020

⏱️ 79 minutes

🔗️ Recording | iTunes | RSS

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Summary

Your retirement options just became more robust. A new law called The SECURE Act passed late last year and today we're sharing ALL of the information you need to know to change your plan to take advantage of this new, exciting legislation. If this is new to you, don't worry, we've got you covered. We'll begin the show with Joe & OG bringing you up to speed on the details. But if you're wondering how to use it well, we have something even better. Joining us on today's show we'll have Aimee Kwain from Fidelity Investments, Dan Keady from TIAA, and the Retirement Answer Man himself, Roger Whitney to walk us through their thoughts about the new law. Our goal today is to help you to understand how the SECURE Act impacts you, and we're excited about all you're about to learn. Of course, this is a Stacking Benjamins episode, so that isn't all....later we'll throw out the Haven Life Line to Leo, who is wondering what he should do with his money while he's saving up for a downpayment on a house. Should he invest, or keep the money safe in a high-yield savings account? Hoping for more? We've gotcha covererd. We'll also save some time for Doug's amazing weight loss trivia. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This just in, breaking news from Stacking Benjamin's.
0:04.0	Live from Stacking Benjamin's.
0:09.0	Live from Joe's Mom's Basement.
0:12.0	It's The Stacking Benjamin Show. I'm Joe's mom's neighbor Doug and today we're celebrating rid the world of
0:28.6	fad diets and gimmicks day in the spirit of the, it's all serious here because we're sharing
0:35.3	information about the law. The Secure Act was passed last month and on today's
0:41.2	episode we'll talk to a team of experts about what you need to know about this new legislation.
0:48.0	Here from Fidelity Investments, we welcome
0:53.4	Chief Senior Vice President Amy Quain and from TIAA we welcome Chief Financial Planning
0:58.1	strategist Dan Katie and rounding out our discussion we welcome the retirement answer man himself, a guy who also
1:06.5	shares a front row seat on all these changes, CFP Roger Whitney. Don't know about the Secure Act.
1:14.0	Don't worry.
1:15.0	In our headline segment, we'll share all the details of this important legislation.
1:20.0	And of course, we'll still save time for my amazing trivia and throw out the Haven Life Line to a lucky listener.
1:28.0	And now, two guys who can really use a diet, heck even a fad diet, it's Joe and O jjjjjjjjjjjjjjjj
1:48.3	I have been not as diligent about my diet as I should be. I hope Jesse for Met Pro is not listening but holy cow my weight is all over the place.
1:52.1	I'm all trim man. I don't know.
1:54.3	Doug is Seveld. Kiss it. Seveld. That's a great word. Every day's arm day.
2:00.3	So there's two ways to like look better. One is to really work on thinning out and
2:05.8	another one is to just make everything else bigger so then the ratio looks better.
2:11.3	So I'm just doing like shoulder and arm exercises in its entirety.
2:16.0	Do you know how we had Tim Rodon last week talking about tribe of millionaires and who you surround
	...

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