(1/6/23) Labor Trends are troubling, especially among younger workers; what makes a good employee? A preview of our next Lunch & Learn, the need for pre-marital financial counseling; digesting the Secure Act 2.0 and the confusion in Required Minimum Distributions (RMD); Why the Roth is not going away; excess 529 transfers to Roths; Moving to Texas; remaining social in retirement.
3:13 – Labor Trends w Younger Workers
14:29 – RIA Special Events preview
17:21 – Pre-marital Financial Planning
29:00 – Digesting the Secure Act 2-0
46:25 – Moving to Texas
50:22 – Remaining Social in Retirement
Hosted by RIA Advisors’ Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Our new feature, “Before the Bell: Is it Time to Take Profits in Gold?” is here:

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Our previous show is here:
“The 2023 Word of the Year”

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Articles mentioned in this podcast:
“Three Paths for 2023”

“The Elephant In The Room -QT”

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