Our Top 5 Lessons from 2020 (plus year-end tax tips from Ed Slott)

Our Top 5 Lessons from 2020 (plus year-end tax tips from Ed Slott)

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What was YOUR biggest lesson from 2020, besides avoid pandemics? Today we'll share our top 5 (plus an "honorable mention") events from maybe the weirdest year in recent memory. There were MANY great takeaways this year, so it was difficult to decide. Today we'll talk about the importance of emergency funds, relationships, giving, sticking to your investment strategy, and more!

Plus in our headline segment, we're joined by IRA and tax guru Ed Slott, who shares a few last-minute tax tips. He'll talk about your Roth IRA, giving, and (gasp!) spending money.

That's not all. Doug shares trivia about today's Festivus holiday AND Joe and OG answer a Haven Life line call from a guy named Nick in Alaska.

0:04:17 - Headlines
0:15:34 - Joe & OG's Top 5 Lessons from 2020
0:51:23 - Doug’s Trivia
0:58:47 - Haven Life Line

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FULL SHOW NOTES: https://www.stackingbenjamins.com/lessons-from-2020-982

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