Will the SECURE Act 2.0 Negatively Impact Your Finances?
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 11 January 2023
⏱️ 33 minutes
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Summary
Transcript
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| 0:00.0 | You asked for it, we've got the answers. |
| 0:03.1 | You want to know how secure 2.0 is going to impact your finances. |
| 0:07.7 | It's Brian Preston, the money guy, restoring order to your financial chaos, retirement, |
| 0:14.6 | investing, taxes. |
| 0:16.4 | You've got financial questions, he's got financial answers. |
| 0:20.0 | It's Brian Preston, the money guy. |
| 0:23.3 | Run I am so excited about this because one of the things we love that we get to do is |
| 0:26.7 | whatever, there's new legislation passed whenever new things come into being, we want to be |
| 0:32.1 | able to help you sift through that, help you understand, okay, what does it say? |
| 0:35.6 | How does it work? |
| 0:36.6 | And more importantly, how does it affect your financial life? |
| 0:39.8 | What is actually good actual information and what's noise that maybe isn't as exciting |
| 0:45.0 | as we thought it was? |
| 0:46.0 | I know you get excited about this stuff, but the word love might be a little oversim. |
| 0:50.6 | I love that we get to do this. |
| 0:52.6 | Because I actually do not like it when the rules get changed. |
| 0:57.6 | Sure. |
| 0:58.6 | Because here we are, we're building, we have a financial order of operations, we have |
| 1:02.2 | systems, we have processes, and then we try to stay out of politics. |
| 1:07.7 | And then what do you know our government decides, let's just, let's change rules, let's |
| 1:12.0 | 2.0 this thing. |
| 1:14.2 | And a lot of us, and I got to tell you, the headlines are deceiving on what this legislation |
... |
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