The Smart Money Gal - The Financial Complexities of 2020
Play • 28 min

In her second edition of The Smart Money Gal, Jennifer Perri dives into the complex financial nature that 2020 has thrown our way. In a time with so much uncertainty, it's important, now more than ever, to have a strong relationship with your finances. Take the necessary steps now to ensure financial stability moving into the new year.

Jennifer's topics include the importance of access to essential documentation, establishing a personal cash flow plan, making cutbacks where necessary, and establishing financial goals for 2021.

Tune in and allow The Smart Money Gal to shed some light on productive strategies to get your finances in order for 2021.


00:48 - We need to step back and unpack all that has occurred in 2020

02:00 - Essential documents and their importance these days

05:20 - You need to be reviewing your beneficiaries and the documents impacting them

10:00 - We have more time to make our finances a priority

11:15 - Examine your personal budget or cash flow plan as you enter 2021

14:00 - Cutbacks and how we should be viewing them

16:22 - Start saving towards next year's vacation or financial splurge

18:44 - Make 2021 your year!

21:00 - It's okay to ask for help to achieve your financial goals

23:50 - What kinds of things are easy to cut from your budget today?

26:00 - We are 100% responsible for the decisions we make

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