Looking Back To Move Forward with Erik Schei, CPA

With new COVID-19 variants, potential tax law changes, and high inflation rates, 2021 was full of uncertainties.

In this episode, Esther Szabo and Erik Schei reflect back on 2021 and share valuable financial and retirement planning advice. They also discuss the themes they noticed throughout the year to help clients, and their recommendations for moving into the new year with financial confidence despite continued uncertainties. 

Esther and Erik discuss: 

  • Reasons that inflation and supply chain headlines may continue well into 2022
  • How retirement planning has changed over time 
  • The key questions to ask when planning or evaluating investments
  • How to maintain financial confidence in the face of ongoing uncertainties
  • And more

Related: Protect Your Home and Assets