Sunday, January 1st. Year in Review.
With 2022 in the rearview mirror, Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirement planning each decade of our lives--and how to prevent them. Wh
January 1, 2023
55 min
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Episode 163 · January 1, 2023
Sunday, January 1st. Year in Review.
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Episode 161 of 342 — walk the feed in the order it was published.
Sunday, January 1st. Year in Review.
Summary
With 2022 in the rearview mirror, Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirement planning each decade of our lives--and how to prevent them. What is Secure 2.0 and how might it affect your retirement planning? Robert Chastain digs in. Ask Annex tackles another TikTok financial planning question. If you're planning on 'aging in place' in your family home, what should you consider?
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