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In this episode of WashingtonWise Investor, Dan Stein, branch manager in Bethesda, Maryland, joins Mike to talk about the SECURE Act, which was recently signed into law. They discuss the various aspects of the law, consider real-life scenarios the SECURE Act creates, and most importantly, offer clear steps to help investors of all ages navigate the changes to retirement planning.

With Congress back in session, Mike also offers updates on the China trade deal, the market’s reactions to the Iran air strike and the looming impeachment trial, and why there’s no threat of a government shutdown—for now. He also looks at the state of the 2020 election and a new SEC proposal that could reshape the way investors get market information.

WashingtonWise Investor is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/WashingtonWise.

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