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.