Witty Wallet Wednesdays! In this episode of the Witty Wallet, I will discuss "Rothification" and Secure Act 2.0 and how they will impact your retirement planning.

Hello, my name is Kristoffer Fu, and in this video, I'm going to talk about "Rothification" and the Secure Act 2.0. This new legislation has a lot of people up in arms because of the potential changes it could make to retirement planning. But what does it all mean? And how will it impact you? I will break it down so you can make the best decision for your future.

ARE YOU FINANCIALLY FIT? ARE YOU READY PERSONALLY AND FINANCIALLY FOR WHAT IS TO COME YOUR WAY IN 2023?

Do you want to be financially secure? Are you unsure of your financial future? Take our FREE HEALTH ASSESSMENT TODAY >> it's FAST, FREE, and ANONYMOUS.  You don't need to sign up for anything; email is optional.    Take the health assessment here >>  https://www.mavenbridgecapital.com/ffc

The Witty Wallet: Making Sense of Finances and Financial Decisions in an Uncertain World. A weekly Wednesday podcast exploring the nuances of personal finance, economic news, and financial decisions that affect everyday people. Hosted by Financial Advisor Kristoffer Fu, Chief Executive Officer and a financial advisor at Maven Bridge Capital.  With almost 20 years of experience helping clients achieve their financial goals, tune in each week as The Witty Wallet can help you make sense of the complex world of finances. Whether you’re a seasoned investor or want to stay informed on the latest economic news, this show is perfect for you. Hear fresh insights on retirement planning, debt management, real estate investing, and more! Get ready to get up close and personal with your wallet and learn how to better manage your money – with a witty twist every Wednesday!

Sign up to receive our monthly newsletter and financial updates in your inbox.  SIGN UP HERE

Kristoffer Fu - LinkedIn

Maven Bridge Capital - YouTube

Maven Bridge Capital - Facebook

Maven Bridge Capital - Instagram

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.  Investment advisory services offered through Kestra Private Wealth Services, LLC.  Maven Bridge Capital is a member firm of  Kestra Private Wealth Services, LLC, an affiliate of Kestra IS.  Maven Bridge Capital and Kestra IS are not affiliated.

Trading instructions sent via email, fax, or voicemail will not be honored. There is no assurance that these messages can be retrieved on a timely basis, nor is there any sure method of confirming the customer identity.

The information contained in this message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.