Mind Dump | 4/24/2020: My Birthday Wish, Stimulus Update, Retirement Plans, & the SECURE Act

“Leaders must determine the highest priority task and execute. When overwhelmed, fall back upon this principle: Prioritize and Execute.”

Jocko Willink and Leif Babin
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XY$ Radio 003 | Initial CARES Act Overview

The CARES Act was signed in to law on 3/26/2020. That same day, Jeffrey Levine, CPA/PFS, CFP, MSA of Kitces.com delivered a comprehensive presentation named “CARES Act – New Rules, Planning Strategies & Opportunities”. I reviewed this presentation several time and this episode will provide you with an overview of my initial understanding of the bill as of 3/27/2020.

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