January 30, 2023 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for January 30, 2023

This Week’s Podcast – Looking Ahead for 2023 in Retirement

In 2023, we’re committed to adding a lot of value with the information we’re putting out through this podcast.

In this episode of the Secure Your Retirement podcast, we look ahead at what we’ve prepared for you in 2023. We list some things to look forward to in our 2023 content, including the Secure Act 2.0, trust, social security strategies, IRMAA, tax planning, and quarterly updates.


This Week’s Blog – Looking Ahead for 2023

In 2023, there is a lot to look forward to, which is what we want to cover in this article today. We do want to alert you to our podcast for this blog post, which you can find here. With that said, we’ll have the following on our podcast and in our blog in the coming weeks/months:

Today we did a live online presentation explaining structured notes. 

We recorded that presentation for all that could not make it live.  CLICK HERE TO WATCH THE RECORDING