Your Retirement Blueprint: A 210 Financial Podcast
210 Financial
37 episodes
8 months ago
We all imagine hitting retirement and buying our dream boat, dream car, or dream [you fill in the blank]. But how big of a purchase can you make in retirement? Can you make big purchases at all? In this episode, Phil and Kendall are helping us understand when we can shoot for the stars and when we should pinch our pennies in retirement. They also share some guidelines for how to ensure our retirement plan aligns with our retirement goals and how to make big purchases when it fits into our re...
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We all imagine hitting retirement and buying our dream boat, dream car, or dream [you fill in the blank]. But how big of a purchase can you make in retirement? Can you make big purchases at all? In this episode, Phil and Kendall are helping us understand when we can shoot for the stars and when we should pinch our pennies in retirement. They also share some guidelines for how to ensure our retirement plan aligns with our retirement goals and how to make big purchases when it fits into our re...
New Legislation: What is the Secure Act 2.0 & What Does it Mean for You? - Episode 23
Your Retirement Blueprint: A 210 Financial Podcast
32 minutes
2 years ago
New Legislation: What is the Secure Act 2.0 & What Does it Mean for You? - Episode 23
We’ve got you covered as new legislation has been passed which will take effect in 2024. This includes the Secure Act 2.0, which has over 90 provisions that could affect your taxes and financial plan. In this solo episode, Kendall will let you in on the major changes from this legislation and how that could impact you today! Because there are so many changes with this legislation, both big and small, be sure to meet with your financial advisor to see what these changes mean for you specific...
Your Retirement Blueprint: A 210 Financial Podcast
We all imagine hitting retirement and buying our dream boat, dream car, or dream [you fill in the blank]. But how big of a purchase can you make in retirement? Can you make big purchases at all? In this episode, Phil and Kendall are helping us understand when we can shoot for the stars and when we should pinch our pennies in retirement. They also share some guidelines for how to ensure our retirement plan aligns with our retirement goals and how to make big purchases when it fits into our re...