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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

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Dec 23, 2020

As we approach the end of the year, it’s important to review a handful of key items before the calendar turns to January 1. Use the list we provide on this episode to help you get your finances in order and make some planning decisions.


Read more and get additional financial resources here: 


What we discuss on this show: 

0:59 – Item 1: Maxing out retirement contributions

3:11 – Item 2: Review the CARES Act and the related relief

6:58 – Item 3: Tax Loss Harvesting

8:54 – Item 4: Evaluating charitable contributions and tax deductions

10:48 – Item 5: Roth conversions

12:16 – Money Map Retirement Review