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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Wednesday Nov 27, 2024
Wednesday Nov 27, 2024
Today, Paul walks through what you need to know to make the right decisions with your employer retirement options in 2025. The IRS has made a few changes to the contribution limits on these accounts. Paul explains these in detail as well as covering topics like matches, savings credits, and an extra catch-up contribution that was added with the SECURE 2.0 Act. Later in the episode, Paul talks about the risk of long-term bonds in your portfolio and why you shouldn’t take blanket advice from financial articles.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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