The conversation covers the proposed changes to taxation and retirement planning under President Biden's 2025 budget. The focus is on the potential impact of these changes on individuals and corporations. The discussion highlights the potential for higher taxes on higher income earners and the negative consequences of raising corporate taxes. The conversation also touches on the importance of planning for required minimum distributions (RMDs) and the potential changes to the full retirement age (FRA). Visit MWM Financial to learn more.

Retirement Isn’t Just About Money: Building Purpose, Protecting Wealth, and Planning for What’s Next
52:05

Mastering Behavioral Finance for a Secure Retirement
52:42

Joe Murphy discusses essential indicators for retirement readiness
52:57