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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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  1. All Episodes
  2. Planning Items to Put On Your List for 2021

Planning Items to Put On Your List for 2021

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.