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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: https://www.crnafinancialplanning.com/blog/goodbye-2020-how-to-financially-prepare-for-2021-and-beyond
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