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Welcome to the Wisdom and Wealth podcast. This week I break down some of the changes found inside the Secure Act 2.0. If you’d like more information, please email and ask for Jamie Hopkins whitepaper entitled: “The Complete Guide to the Secure 2.0 Act”. Thank you for listening! Please reach out with any comments or questions you may have.
Josh Klooz, CFP®, MBA
Senior Wealth Planner
Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
1780 Hughes Landing | Suite 570
The Woodlands, TX 77380
Music by bensound.com
Music by bensound.com
5
44 ratings
Welcome to the Wisdom and Wealth podcast. This week I break down some of the changes found inside the Secure Act 2.0. If you’d like more information, please email and ask for Jamie Hopkins whitepaper entitled: “The Complete Guide to the Secure 2.0 Act”. Thank you for listening! Please reach out with any comments or questions you may have.
Josh Klooz, CFP®, MBA
Senior Wealth Planner
Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
1780 Hughes Landing | Suite 570
The Woodlands, TX 77380
Music by bensound.com
Music by bensound.com
772 Listeners