1/17/21 - Setting Financial Goals for 2021
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Description
Host Miss Shannan is joined with Cassandra Brashier and Carla Zevnik-Seufzer (Clearstep Financial) to discuss how to set financial goals for 2021.
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Hosts Miss Shannan, Cassandra Brashier, and Carla Zevnik-Seufzer with ClearStep Financial talk about year end financial tips, including review beneficiary designations, Roth conversions, and consider what to do with your old 401k if you were laid off or changed jobs in 2020. 
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