The Secure Act changed what you need to know about the Required Minimum Distributions (RMD) of your retirement accounts. Paul and Evan talk about the many exceptions for taking your RMDs, including some new ones you might not know about. Learn how to make a good plan for taking an income in retirement.
Why Everyone Needs an Investing Coach in Their Corner
Not all financial planners provide advice that aligns with your goals. In this episode, Paul shares lessons from 30 years in the