meta_pixel
Tapesearch Logo
Log in
Money Guy Show

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

Education, Investing, Business

4.73.1K Ratings

🗓️ 11 January 2023

⏱️ 33 minutes

🧾️ Download transcript

Summary

The SECURE Act 2.0 was signed into law by President Biden, and could have some big impacts on your investing and retirement saving. We’ll break down what you need to know, how it affects you, and how to optimize your finances under the new legislation. Watch more exclusive content only on YouTube! Visit our website - Get our FREE financial resources - Check out our course, Know Your Number! - Sign up for our Financial Order of Operations course - Get easy to understand answers to your financial questions Follow us on social media! -Instagram -Twitter -Facebook -TikTok Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

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

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.