Happy New Year, and welcome to the first episode of 2023! It's year five and our 86th episode under our belt. Thanks again for clients and prospects listening to and supporting the show. A New Year usually brings about change in several different ways. Don't get too cozy with rules because the only thing consistent is that they change - all the time. We barely scratch the surface and look at the Secure Act 2.0 that passed days before the new year. The act changes a number of things relating to retirement plans, distributions, penalties, and a bunch more that impact business owners. Will the act's passage make things safer, more transparent and more straightforward? To be determined. One thing it does is preserve job security for #advisors, #attorneys, and #CPAs. The markets show promise, and retail investors seem to be loosening their seat belts just a couple of days into 2023. Could this mean we might have a soft landing where seat belts are optional? The first few months should indicate if the economy and the market could somehow ease away from a recession. Don't get ready for the airbags to deploy just yet!
Tune in and subscribe to hear this and more! #invest #grow #protect #stocks #bonds #alternatives #retirementplan #smallbusiness #selfemployed #secureact #spending #rules
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Website: www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
License: https://filmmusic.io/standard-license
Commercials
Grand Dark Waltz Allegretto by Kevin MacLeod
Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto
License: https://filmmusic.io/standard-license
Valse Gymnopedie by Kevin MacLeod
Link: https://filmmusic.io/song/7928-valse-gymnopedie
License: https://filmmusic.io/standard-license
Disclosure
On Hold For You by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you
