EP7 - New Technology and Secure Act 2.0
March to a Million · 11 minutes ·

EP7 - New Technology and Secure Act 2.0

In this episode, Greg reflects on two things: new technology hitting the financial services industry, and the Secure Act 2.0.

Technology has made it easier than ever to provide clients with a comprehensive range of solutions. Greg talks about one specific tool in this episode.

On the other side of things, the Secure Act 2.0 is setting up a ticking tax time bomb for many consumers. Financial advocates are needed to help clients avoid this.

Connect with the Wealth Solutions Network:

Comments (0)

You Must Be Logged In To Comment

Similar podcasts

New Books in Science, Technology, and Society


Meet, Act and Part

Prepping 2.0

Safe and Secure Internet Gambling Intiative

Executive Protection and Secure Transportation Podcast

Potcast 2.0

Evolution 2.0