Broker Check

PODCAST: Goodbye 2020 – How CRNAs Can Financially Prepare for 2021 and Beyond

We’ve finally reached the end of 2020, and everyone is looking forward to turning the page to a new year. These past ten months have been a financial burden on so many CRNAs, as well as their families and friends, but now is an opportunity to assess your future and make the changes you need. Financial planning can feel overwhelming, so we have put together a checklist to guide you through the most important areas of your money.

Check it out at the top of the page and use the timestamps to help you navigate through the many topics we discussed. You can read more and get additional resources on our blog:

Today's show schedule: 

6:52 – How Sharon & Jeremy feel about the vaccine  

9:49 – The financial topics we’re going to cover on this show

12:03 – Are you scared?   

13:21 – People have spent less this year

14:58 – Make sure you have your emergency reserve fund

16:20 – Should you refinance your mortgage?

20:00 – Have you checked your credit recently?  

26:21 – Investing considerations for 2021

29:20 – Where will taxes go in the future

31:52 – Retirement contributions

33:20 – College funding

34:20 – If you’re getting close to retirement

38:32 – Charitable giving

41:54 – Estate planning