09/02/2026
In this episode of Around The Block, Caitlyn CdeBaca is introduced as the team's new Retirement Plan Specialist and shares her background working in retirement plans and helping employers design and manage their retirement programs. She explains the importance of retirement education, financial literacy, and helping employees understand and maximize their workplace retirement benefits.
The discussion highlights how retirement plans have become increasingly complex, with changing regulations such as SECURE 2.0 creating a growing need for dedicated expertise. Caitlyn also shares her passion for helping both employers and employees achieve their financial goals and prepare confidently for retirement. The episode concludes with her excitement about joining the team and supporting clients, businesses, and employees in building stronger retirement outcomes. Welcome to the team Caitlyn!