『EP7 - New Technology and Secure Act 2.0』のカバーアート

EP7 - New Technology and Secure Act 2.0

EP7 - New Technology and Secure Act 2.0

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In this episode, Greg reflects on two things: new technology hitting the financial services industry, and the Secure Act 2.0.

Technology has made it easier than ever to provide clients with a comprehensive range of solutions. Greg talks about one specific tool in this episode.

On the other side of things, the Secure Act 2.0 is setting up a ticking tax time bomb for many consumers. Financial advocates are needed to help clients avoid this.

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