Retirement Unlocked

Top 10 Financial Planning Tips for 2020 (Ep. 58)


Listen Later

There’s no better time than the start of a new year to learn top financial tips. This is the time when many are not only setting goals for the year, but you also have the entire year to implement them!

In this episode, Larry Heller walks you through his top 10 financial planning tips for 2020. This is a highly practical and tip-filled episode that will have you taking notes and feeling prepared to boost your planning strategies and savings this year. 

In this episode, you’ll learn:

  • Recommendations for apps and software that can help you to budget and save
  • Ideas for making automatic contributions to your savings account
  • Why Larry believes that contributing to 401(k)s, profit-sharing plans, and IRAs are the best ways of saving for retirement
  • How much you can now contribute to a 401(k) if you’re over 50
  • And more!
  • Tune in now to learn Larry’s top 10 financial planning tips for 2020!

    Resources:  Heller Wealth Management | Episode 51: Here’s What You Need to Know About Your Credit in Retirement — With Guest, Leslie H. Tayne

    ...more
    View all episodesView all episodes
    Download on the App Store

    Retirement UnlockedBy Larry Heller

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    6 ratings


    More shows like Retirement Unlocked

    View all
    Money Guy Show by Brian Preston and Bo Hanson

    Money Guy Show

    3,212 Listeners

    The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

    The Stacking Benjamins Show

    1,977 Listeners

    Allworth Financial‘s Money Matters by Allworth Financial

    Allworth Financial‘s Money Matters

    845 Listeners

    Sound Retirement Radio by Jason Parker

    Sound Retirement Radio

    443 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    806 Listeners

    Talking Real Money - Investing Talk by Don McDonald

    Talking Real Money - Investing Talk

    771 Listeners

    Money Tree Investing by Money Tree Investing Podcast

    Money Tree Investing

    679 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    539 Listeners

    The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

    The Retirement and IRA Show

    751 Listeners

    Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

    Big Picture Retirement®

    543 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    678 Listeners

    Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

    Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

    27 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    824 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    993 Listeners

    Catching Up to FI by Bill Yount & Jackie Cummings Koski

    Catching Up to FI

    355 Listeners