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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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  2. Recapping 2022 & Making a Checklist for 2023

Recapping 2022 & Making a Checklist for 2023

Jan 13, 2023

The start of a new year always provides a chance for reflection and opportunity to reset goals for the next 12 months. Today’s episode will do both of those things as Eric highlights the biggest financial takeaways from a volatile 2022 and lays out a checklist of action items for 2023.

 

Here’s what we discuss in this episode:

0:38 – Stocks and bonds drop in 2022

2:43 – Mortgage rates doubled in 2022

4:01 – Bitcoin had an awful year in 2022

6:09 – Gas prices soared in 2022

7:46 – On the Case with Heath Grossman, CFP® - Sequence of returns risk

16:45 – New Year Checklist – Tax withholdings

17:57 – New Year Checklist – Retirement account contributions

18:56 – New Year Checklist – Gather all your tax info

19:30 – Mythbusting with Matt

 

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