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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Jan 7, 2022

The new year means another opportunity to start fresh and reset your goals. To help you take positive steps towards retirement success, we’re going to share a few areas of your finances that should be a priority to begin the year.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-234-financial-items-to-prioritize-in-the-new-year/ 

 

What we discuss in this episode: 

0:41 – New year update

3:32 – Fact of the week

4:23 – Tax withholdings

7:49 – Retirement account contributions

8:55 – Start gathering tax info

11:31 – An overall retirement checkup

14:14 – How we can help with these