Our latest installment of Your Money & A Cup of Joe examines some key planning considerations surrounding retirement in 2024, as well as the impacts the Secure Act 2.0 will have on everyone's retirement planning efforts and timeline.

Additionally, Joe analyzes updated information on Social Security and Medicare, as well as higher income taxes in the event Congress does not extend 2017 tax cuts that were made.

Enjoy a deep dive into some key strategies, with a holistic approach, which is bound to leave you with considerations for your own financial world!

Chapters:

0:00 - Introduction and overview on the topic of the day

1:32 - How retirees have been impacted lately given rising interest rates

4:17 - Secure Act 2.0 revisions and how it'll change things for retirees

6:40 - Giving money to a charity instead of taking your RMD

8:42 - College 529 plans and how they can be leveraged towards retirement

11:31 - Why you should be revisiting your estate planning efforts right now

14:36 - What employers can be doing to help employees with retirement planning efforts

18:44 - How to get in touch with Joe and his team

19:34 - Closing remarks