Ep 21: Financial Goals for 2021


Manage episode 282865985 series 2643568
By Walter Storholt and Mark Howard. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

“This is the year. I’m going to do (fill in the blank).” How many times have you heard people say that about New Year’s resolutions? Let’s talk about some good financial goals for the New Year and how to make them stick.

Read more and get additional financial resources here: https://retirementhuddle.com/financial-planning/ep-21-financial-goals-for-2021/356/

What we discuss on this episode:

2:12 – Understand new legislation

3:20 – Understand old legislation

4:36 – Gathering tax documents

5:32 – Adjusting to new income levels

6:26 – Reassessing overall retirement health

54 episodes