What's REALLY Happening with SECURE 3.0?

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Assets and Taxes

Asset Strategy

15 episodes

1 week ago

Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://linktr.ee/assetstrategy BOOK A FREE DISCOVERY CALL: https://assetstrategy.com/contact/#AS_Discovery_Call

Investing

Business

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Investing

Business

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What's REALLY Happening with SECURE 3.0? | Episode #5

Assets and Taxes

31 minutes 8 seconds

11 months ago

What's REALLY Happening with SECURE 3.0? | Episode #5

Is SECURE 3.0 coming? Join us as Asset Strategy's Director of Retirement Tim Black and American Funds Senior Retirement Specialist John Doyle break down all things in the retirement landscape. They talk about various topics such as retirement fatigue, how legislators in Washington DC feel about ongoing retirement law changes, employer sponsored retirement plans, how AI plays a role in retirement planning, and more.

DOWNLOAD OUR FREE FINANCIAL GUIDES: https://assetstrategy.com/financial-guides/ BOOK A DISCOVERY CALL WITH US: https://assetstrategy.com/contact/#AS... Contact Tim: tjb@assetstrategy.com

(0:00) Introduction (3:42) What is a Retirement Strategist? (5:29) How are legislators feeling about retirement law changes? (8:00) Is SECURE 3.0 Coming? (10:00) What does coverage mean in retirement? (11:50) How do you increase retirement participation (14:50) Where is the retirement industry going from here? (17:40) What is financial wellness? (19:05) How do you know if your retirement plan is successful (23:00) How is AI transforming the retirement planning space (26:20) Cybersecurity in Your Retirement Accounts (29:13) Retirement Savings Advice for younger people (30:31) Conclusion