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Your Money Momentum

Jan 11, 2023

Investors are wondering what’s on the horizon with Secure Act 2.0. In episode 55 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER Professionals Tom Kennedy and Kevin M. Curley, II chat about the effects of Secure Act 2.0 on RMDs, 529 Plans, and Roth conversions....


Jan 6, 2023

In episode 54 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER Professionals Tom Kennedy and Kevin M. Curley, II revisit the pain of 2022 and make some bold predictions of their own for 2023. Definitely worth a listen for Tom and Kevin’s hot takes as they...