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The second half of the year is here, making it the optimal time to check on your 2019 goals. 

In today’s episode, Sam Legaspi and Koz Tsukamoto provide a list of important things to look at during your mid-year checkup. From budgets to retirement contribution goals, they put you on track to end the year in the best way possible.

In this episode, you will learn:

• The importance of a half-year financial check-up
• Why your subscriptions are a good place to save money
• Why you should check if you’re on track to achieving your retirement contribution amount goals
• Why sole proprietors may want to look into starting a solo 401k considering the changes coming up in the Secure Act
• And more!

Tune in now to learn which areas of your finances you should be checking on and the adjustments you can make today to end the year right! 

Resources:  Financial Liberty Project: 800-640-8105

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | Email | TuneIn | RSS | More

Uncle Sam’s new plan for retirees, the SECURE Act, is a real mixed bag.

In today’s episode, Sam Legaspi and Koz Tsukamoto discuss the SECURE Act’s proposed changes, which have potential for both good and bad outcomes. This is your chance to find out how this new plan could shake up your retirement planning. 

In this episode, you will learn:

• The new rules included in the SECURE Act
• How the new requirement to empty out your IRA within 10 years threatens the strategy to stretch it out
• The positive and negative sides to the Act’s new 401(k) feature 
• Some of the reasons for these changes
• Why the new law that allows small businesses to band together to create a 401(k) plan for their employees is a good thing
• How the proposal to push the required minimum distribution age from 70 ½ to 72 is good but only delays the inevitable

Tune in to learn about the upcoming changes proposed in the SECURE Act and how they may impact you. 

Resources:  Financial Liberty Project: 800-640-8105