Jan 22, 2021
After one tumultuous 2020, we’re bound and determined to have a positive year in 2021. No matter what comes our way, let’s keep taking steps to build a strong financial plan. To help you do that, we’ve laid out four planning items that should be on everyone’s list.
Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-184-planning-items-to-put-on-your-list-for-2021/
What we discuss on this episode:
2:49 – Understanding new legislation
5:57 – The SECURE Act
9:28 – Adjusting to new income levels
12:56 – Assess your overall retirement health
16:18 – Mailbag question about leaving money behind to kids
19:11 – Giving your children a better financial opportunity
21:01 – Mailbag question about the 4% rule
22:56 – Mailbag question about severance packages and leaving work early.