Just Take The First Step! - Good Advice For Starting A New Year

December 26,  2022,  Season 4 Episode 45"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.Wow what a year! Our 4th season and this is our 45th episode this season. We hope you have enjoyed our financial podcasts. Wishing you all a wonderful 2023! In this episode, Keith shares some year end inspirational thoughts. On the financial side, Keith reviews some year end to-do's. Congress recently passed a new budget which includes many improvements to the retirement space particularly with IRA accounts . Referred to as SECURE 2.0 - building off of the first SECURE ACT passed in the last Administration -   the improvements bring many enhancements to the retirement space including starter 401ks. Brad Harris, Director of Fixed Income, joins Keith to discuss the bond market and municipal bonds in particular.We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern