18 min

Financial Markets, Cash, Unclaimed Property, Secure Act 2.0 Whole Life Stewardship: Financial Planning, Investment Management - Money, Abilities, Time, Health

    • Investing

In this episode, we discuss what is going on in the financial markets as of early March 2023.  Why it is important to check unclaimed property databases of states that you have lived in.  And a look at some of the changes that affect investors in the Secure Act 2.0 bill that was passed in December of 2022.  

In this episode, we discuss what is going on in the financial markets as of early March 2023.  Why it is important to check unclaimed property databases of states that you have lived in.  And a look at some of the changes that affect investors in the Secure Act 2.0 bill that was passed in December of 2022.  

18 min