You’ve made it through the holidays, laid out your new year resolutions, and now it’s time to check in on your retirement plan. January presents another opportunity to get your finances in order and we have a checklist of items to look into for 2020.
Show notes and additional resources: https://thefinancialanswer.com/podcasts/new-year-financial-checklist-for-2020/
Today's Rundown:
2:48 – Let’s talk about a checklist of items to be thinking about as the new year begins.
3:34 – Figure out how the SECURE Act affects you.
5:53 – The Stretch IRA
7:55 – What else do you see from the SECURE Act that people need to be aware of?
8:31 – Another big change is annuities inside 401(k)s.
10:24 – What about the new W4 form?
11:28 – Any changes to contributions? This is the time of the year to be looking at these.
12:24 – It’s the time of the year to start getting all your tax info together.
14:01 – Really it’s just paying attention to your overall financial health.
Dealing with Stress in Retirement
Financial Truths and Lies
Retirement Income Planning Essentials
Avoiding Financial Temptations
Investing Like a Genius
5 Questions You Didn’t Know To Ask
What Kind of Retirement Are You Living For?
5 Things You Must Know About Decumulation To Retire Successfully
Retirement Blind Spots
SECURE Act 2.0
Are You Avoiding These 401K Mistakes?
Understanding Your Financial Statements
Reading the Financial Fine Print
Baseball and Retirement Planning
Avoiding Financial Mistakes During A Divorce
Unhealthy Foods and Financial Health
Financial Lessons Learned from Calvin and Hobbes
Last Ten Working Years Before Retirement
What You Should Know About Biden’s Executive Orders
Understanding Values-Based Planning
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