As we celebrate 2019 and look to the year ahead, what do you want 2020 to look like? That answer for your short term goals needs to fit into your vision for your life, something we call your Primary Aim. We are going to define that further, help you identify your Primary Aim, and then help you set the right financial goals for 2020 in this episode of Wise Money.
Season 5 Episode 18
What Happens to a 401k Loan if You Switch Jobs?
4 Potential Changes Coming To Social Security
How The SECURE Act 2.0 Impacts Your 401k and Retirement
The State of the Consumer in 2023
3 Questions to Ask Every Year for Optimal Tax Planning
Debt in Retirement: Tips and Strategies for Managing Debt
Understanding the Changes to Roth Accounts and Maximizing Your Retirement Savings
Biggest Ways the SECURE Act 2.0 Will Impact Your Finances
Tax Law Changes From the SECURE Act 2.0
Traps to Avoid When Going From an HSA to Medicare
What Changes Should You Make in Your Investments for 2023
How to Avoid Paying Tax on Your Social Security
Do These 5 Things if You Plan to Retire in 2023
How to Thrive Financially in 2023 - Recession or Not
Financial Lessons from Past, Present, and Future
How to Raise Financially Responsible Kids
How to Invest if Nearing Retirement
End of Year Tax Planning Strategies for 2022
3 Tax Planning Strategies Are Getting Better in 2023
Will the Social Security COLA Raise Your Taxes?
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