The Financial Answer
Episodes
Thursday Jun 24, 2021
SECURE Act 2.0
Thursday Jun 24, 2021
Thursday Jun 24, 2021
What should you know about the proposed changes in the SECURE Act 2.0? We discuss a few of the possible impacts to you and your retirement plan.
Read more and get additional financial resources here:
https://thefinancialanswer.com/podcasts/secure-act-2-0/
What we discuss on this episode:
0:44 - Nathan shares about his recent vacation.
2:06 - What RMD changes could happen?
5:53 - Employers could start to auto-enroll us in a 401(k).
8:28 - Catch-up contributions would be added.
11:20 - Matching funds for student loan payoffs are being proposed.
13:44 - A database for orphaned retirement accounts.
Thursday Jun 10, 2021
Are You Avoiding These 401K Mistakes?
Thursday Jun 10, 2021
Thursday Jun 10, 2021
What kind of 401(k) mistakes should you look out for? Nathan shares what you should know when it comes to your 401(k) and your financial plan.
Read more and get additional financial resources here: https://wp.me/paIiUZ-iW
What we discuss on this episode:
1:07 - June is here and summer trips are happening.
4:47 - Avoid 401(k) mistakes, like leaving one behind.
8:02 - Did you remember to rebalance?
8:55 - Should you use a target date fund?
11:55 - Should you use the 401(k) advisor?
14:00 - What are the hidden fees?