Skip to content
2 min read

JDLTM: What To Consider For Your Retirement in 2021

Featured Image

 

 

 

In this episode of Just Don't Lose The Money Radio, Randy and Ryan discuss:
- What did people do with their money during the pandemic?
- Should the Dow's new record highs have you reconsider where your money is?
- Why business owners need to be aware of how they file taxes this year (especially PPP recipients)
- Why you should keep your estate plan (will) up-to-date
- At what age should you consider meeting with a financial advisor?
- How are your retirement funds allocated, and is that right for your situation?
- Is it all about “the number” in your retirement account, or are there other things that could give you confidence to retire?
- What you need to know about Required Minimum Distributions in 2021
- Why Social Security income in retirement may not be enough to keep up with rising inflation (especially in New England)
 
Unsure of your retirement situation?   Click here to book time to speak wtih us!