Ep. 202 - IS YOUR RETIREMENT PLAN REACTING...OR BUILDING?

Send us Fan Mail Retirement rules are changing, and what you don't know can derail your financial future. In this episode, Marie-Jo Caesar explores how legislative shifts like the Secure 2.0 Act and updated IRS guidance are reshaping retirement planning—from 401(k) access to alternative investments. But retirement planning isn't just about regulations. Marie-Jo addresses the real-life pressures that influence your choices: housing affordability, family responsibilities, and the emotional pull...