What SECURE Act 2.0 Means for YOU (2025) | Education, Retirement, and MORE! - Ep. #101

Do you know what effects the Secure Act 2.0 will have on your financial planning? Find out in today's episode.

00:00 – Intro
00:53 – The Most FRUSTRATING Financial Move I've Made
08:30 – Changes from the Secure Act 2.0
10:15 – 1) Educational Investments
14:32 – 2) Retirement Contributions
18:06 – 3) Retirement Matching
20:40 – 4) Retirement Distributions
24:56 – 5) Other Miscellaneous Changes
27:55 – 6) Seldom Mentioned Changes

Today's story describes one of the most painfully frustrating financial moves we have ever made. And it ALL could have been avoided if we had known about the changes to the Secure Act 2.0! What was the most frustrating financial move that you have made?

The main topic goes over 6 broad categories of changes that the Secure Act 2.0 has caused in the financial world. These changes could be VERY important for your financial journey. Let us know what you think in the comments!

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Disclaimer: This podcast serves as educational entertainment only. Any and all opinions relating to real estate, law, taxes, insurance, and/or securities investing that may be contained within this podcast should not be interpreted or implemented as recommendations nor advice. The opinions related to these topics – especially those regulated by state and/or federal entities – should never be taken as replacement for advice from a competent, licensed professional. HopeFilled Financial Coaching is not liable for any individual acting on any understanding of topics directly or indirectly related to real estate, legal practice, taxes, insurance, or investing even if an individual in question changed their understanding after listening to this podcast. All listeners are entirely responsible for seeking advice from licensed professionals before taking any action of their own.

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Music: "Take Me Higher" by Jahzzar

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