Mike discusses the SECURE Act - the latest legislation aimed at opening up the 401k world to even more people. The SECURE Act has bipartisan support and has 4 key provisions in addition to some other minor components. Mike covers these as well as the funding mechanisms for the legislation.
Mike Pruitt, CFP®,RICP® and financial advisor Jason Henrich discuss some of their favorite books and what they feel should be required reading for people serious about building wealth.
Mike Pruitt, CFP®,RICP® and Kevin Block, CPA, discuss their backgrounds as well as the credentials behind their names and why you just may want your financial professional to have those as well.
Mike Pruitt, CFP®,RICP® and Kevin Block, CPA, discuss a collection of financial mistakes they have seen people make over the years. From tax disorganization to annuity penalties, Mike and Kevin try to condense some mistakes down so you can avoid them.
Mike Pruitt, CFP®,RICP® discusses the doom and gloom headlines around Social Security and lays out some facts.
Mike Pruitt, CFP®,RICP® talks about simplifying some rules of personal finance to fit on an index card.