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What's REALLY Happening with SECURE 3.0? | Episode #5
Is SECURE 3.0 coming? Join us as Asset Strategy's Director of Retirement Tim Black and American Funds Senior Retirement Specialist John Doyle break down all things in the retirement landscape.
They talk about various topics such as retirement fatigue, how legislators in Washington DC feel about ongoing retirement law changes, employer sponsored retirement plans, how AI plays a role in retirement planning, and more.
DOWNLOAD OUR FREE FINANCIAL GUIDES:
https://assetstrategy.com/financial-guides/
BOOK A DISCOVERY CALL WITH US: https://assetstrategy.com/contact/#AS...
Contact Tim: [email protected]
(0:00) Introduction
(3:42) What is a Retirement Strategist?
(5:29) How are legislators feeling about retirement law changes?
(8:00) Is SECURE 3.0 Coming?
(10:00) What does coverage mean in retirement?
(11:50) How do you increase retirement participation
(14:50) Where is the retirement industry going from here?
(17:40) What is financial wellness?
(19:05) How do you know if your retirement plan is successful
(23:00) How is AI transforming the retirement planning space
(26:20) Cybersecurity in Your Retirement Accounts
(29:13) Retirement Savings Advice for younger people
(30:31) Conclusion
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By Asset Strategy
5
22 ratings
Is SECURE 3.0 coming? Join us as Asset Strategy's Director of Retirement Tim Black and American Funds Senior Retirement Specialist John Doyle break down all things in the retirement landscape.
They talk about various topics such as retirement fatigue, how legislators in Washington DC feel about ongoing retirement law changes, employer sponsored retirement plans, how AI plays a role in retirement planning, and more.
DOWNLOAD OUR FREE FINANCIAL GUIDES:
https://assetstrategy.com/financial-guides/
BOOK A DISCOVERY CALL WITH US: https://assetstrategy.com/contact/#AS...
Contact Tim: [email protected]
(0:00) Introduction
(3:42) What is a Retirement Strategist?
(5:29) How are legislators feeling about retirement law changes?
(8:00) Is SECURE 3.0 Coming?
(10:00) What does coverage mean in retirement?
(11:50) How do you increase retirement participation
(14:50) Where is the retirement industry going from here?
(17:40) What is financial wellness?
(19:05) How do you know if your retirement plan is successful
(23:00) How is AI transforming the retirement planning space
(26:20) Cybersecurity in Your Retirement Accounts
(29:13) Retirement Savings Advice for younger people
(30:31) Conclusion