AF020: What the CARES Act means to your finances, retirement, and business

Episode Summary

Today on Agile Finance Radio, we’re going to talk about the Coronavirus stimulus package, known as the Coronavirus Aid, Relief, and Economic Security Act or CARES Act. This is a massive $2 trillion package.

We’ll look at the things that could impact you the most from the tax credits or rebate and when you might get that to the unemployment compensation changes. Also, we will look at some of the provisions in the Act that allow you to take distributions from retirement accounts, changes in employer loans and student loans, required minimum distributions, and small business provisions.

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AF019: The Value of Advice During Coronavirus or the Good Times

Episode Summary

In today’s episode, we’re going to talk about the value of advice. I get asked what I do and most people immediately think I manage money. That’s true, but it’s only part of what I do. There’s much more to what a good financial planner will do besides invest your money. Listen in and find out how working with a planner can help you in the good times and bad times.

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