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The Flaws in Secure Act 2.0

(9/29/23) Candy Corn martini's & market commentary; why Larry Fink won't be surprised with higher structural inflation: Permatory inflation. No one is ready for rates to be higher for longer. The uptick in 401-k loans and why we can't save: More credit card debt, car payments, and mortgage payments. Flaw in Secure Act 2.0: Elimination of some catch-up provisions. Boosting the Roth: Paying taxes now before taxes increase, which they will. Mrs. Roberts' Halloween decorations; old westerns & Medicare marketing; the pitfalls of Medicare Advantage plans; Open Enrollment strategies: Always shop Park-D. Candid Coffee preview; How to take Social Security survivor benefits: The folly of taking SS too soon, and effects on spousal benefits.

2:01 - Why No One is Ready for Higher Rates for Longer
13:21 - Flaws in Secure Act 2.0 & Why We Can't Save
29:21 - Old Westerns & Medicare Marketing
43:18 - Candid Coffee preview; How to Take SS Survivor's Benefits

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Our previous show is here: "Is the Fed in a Trap?"
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Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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