Welcome to another episode of Your Wealth Health! Today's show is hosted by Director of Wealth Management, Matt Aurenz. Matt is joined by Bill Davis, Private Wealth Advisor, and virtually by Erik Brenner, Founder and President of Hilltop Wealth Solutions.

There are many differences in retirement planning today compared to even just 20 years ago. In today's discussion, we review these major differences and highlight the many ways our team takes a proactive approach in helping clients prepare. We also take a look at new rules within the SECURE Act and underscore the importance of working with a fiduciary to ensure you have a solid plan moving forward.

New episodes every Saturday at 9:30am EST on FOX Michiana or at YourWealthHealth.com!