How Secure is Your Retirement?

(1/6/23) Labor Trends are troubling, especially among younger workers; what makes a good employee? A preview of our next Lunch & Learn, the need for pre-marital financial counseling; digesting the Secure Act 2.0 and the confusion in Required Minimum Distributions (RMD); Why the Roth is not going away; excess 529 transfers to Roths; Moving to Texas; remaining social in retirement.
3:13 - Labor Trends w Younger Workers
14:29 - RIA Special Events preview
17:21 - Pre-marital Financial Planning
29:00 - Digesting the Secure Act 2-0
46:25 - Moving to Texas
50:22 - Remaining Social in Retirement
Hosted by RIA Advisors' Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Our new feature, "Before the Bell: Is it Time to Take Profits in Gold?" is here:
https://www.youtube.com/watch?v=4XYnPlhKtOQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here:
"The 2023 Word of the Year"
https://www.youtube.com/watch?v=HwdszsVBG64&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2674s
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Articles mentioned in this podcast:
"Three Paths for 2023"
https://realinvestmentadvice.com/three-paths-for-2023
"The Elephant In The Room -QT"
https://realinvestmentadvice.com/the-elephant-in-the-room-qt/
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Contact Us: 1-855-RIA-PLAN
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