Ep. 202 - IS YOUR RETIREMENT PLAN REACTING...OR BUILDING?

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Retirement rules are changing, and what you don't know can derail your financial future. In this episode, Marie-Jo Caesar explores how legislative shifts like the Secure 2.0 Act and updated IRS guidance are reshaping retirement planning—from 401(k) access to alternative investments.

But retirement planning isn't just about regulations. Marie-Jo addresses the real-life pressures that influence your choices: housing affordability, family responsibilities, and the emotional pull to act quickly when uncertainty rises. You'll learn why clarity and coherence matter more than speed, and how to build a resilient strategy that withstands shifting rules and life's unpredictability.

Retirement planning is deeply personal. This episode helps you align your financial choices with the future you want to protect. Plan with purpose, not panic.

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