
Episode #202
Ep. 202 - IS YOUR RETIREMENT PLAN REACTING...OR BUILDING?
<p>Send a text</p><p>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.</p><p>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 to act quickly when uncertainty rises. You'll learn why clarity and coherence matter more than speed, and how to build a resilient strategy that withstands shifting rules an...






