Plan With Dan

Finding Financial Security

Informações:

Synopsis

“Financial security” might mean different things to different people, but for nearly everyone, finding financial security is the most important part of their retirement plan. So, how do you define financial security? Full show notes: http://betzelwealthadvisors.com/2019/07/finding-financial-security/ ----more----   Tactical Points: In The News 1:15 RMD age change Congress is working on a bill that would raise the RMD (required minimum distributions) age from 70.5 to 72. Would this be a good thing? Dan was really excited when he first heard about this change and he is all for it. There’s increased life expectancy and sometimes people need more time to save. This will give more choices to people and opportunities to do some effective tax planning. The change is part of the SECURE Act which has been proposed. Getting To Know Dan 2:59 Danger Dan What’s the most physical danger Dan’s ever been in? Dan shares a story about a plane ride with his son that included a potentially treacherous landing. It lu