We're kicking off the New Year by discussing the financial challenges and changes that could impact your retirement in 2024. Listen in as we discuss potential interest rate cuts, inflation's impact on borrowing costs, and this year's COLA increase.

We'll also chat about the changes that are coming with the SECURE Act 2.0, the market outlook for 2024, and Medicare changes that you need to be aware of. Stay tuned as we discuss the importance of having a comprehensive financial plan as we navigate the uncertainties ahead.

Here's some of what we discuss in this episode:

0:00 – Intro

1:16 – Rate cuts + Inflation

3:37 – Social Security tax bill

5:23 – SECURE Act 2.0 changes

8:40 – Medicare updates

10:22 – Navigating an election year

17:16 – Listener question

Biggest Retirement Changes in 2024 Article: https://bit.ly/3NZ0k0Q

Get in touch:

Phone: 661-775-3704

Book an appointment with us: https://mearsmoneymanagement.as.me/schedule.php

Get in touch with us: https://mearsmoney.com/

Watch the Podcast on YouTube: https://bit.ly/3PmcOPM