Welcome to Episode Six of “ The Credit You Deserve” podcast. In this episode, host David Murphy, President of Marshfield Medical Center Credit Union, talks with guest Trevor Neufeld from Neufeld Capital Management.
In this episode, they talk about the new Secure Act 2.0, which was included in one of the largest bills that were was signed into law at the end of December 2022.
They also discuss investing for retirement and how this new law may impact savings goals, as well as changes to ROTH accounts and 529 plans – and much more!
In this podcast, we will cover relevant topics that impact your personal finances. You will walk away better informed about the basics of personal finances with tips and recommendations you can incorporate into your own daily lives. We will also inform you to the latest developments in the financial world and the impact they may have on you. You work hard to take care of your finances. Isn’t it time you get the credit you deserve?
