In this episode of Retirement Redefined, Brad Gotto and Carly Carlson discuss the significance of January in financial planning. They emphasize the importance of early tax preparation, reviewing contribution limits for retirement accounts, and the necessity of evaluating overlooked benefits and insurance. The conversation highlights the consequences of delayed financial planning and offers strategies for setting achievable financial goals for the new year. Listeners are encouraged to take proactive steps to ensure their financial well-being throughout the year.
