Welcome to the Wisdom and Wealth podcast. This week I break down some of the changes found inside the Secure Act 2.0. If you’d like more information, please email and ask for Jamie Hopkins whitepaper entitled: “The Complete Guide to the Secure 2.0 Act”. Thank you for listening! Please reach out with any comments or questions you may have. 

Josh Klooz, CFP®, MBASenior Wealth Planner

Phone 281.719.0036

Text 281.699.8691

Fax 281.719.0156

jklooz@carsonwealth.com

1780 Hughes Landing | Suite 570

The Woodlands, TX 77380 

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