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

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.Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What this episode covers

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. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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This episode is 1 hour and 20 minutes long.

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This episode was published on December 23, 2020.

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