EPISODE · Dec 17, 2025 · 34 MIN
End of Year Financial Tasks
from Money Meets Medicine · host Dr. Jimmy Turner, Justin Harvey CFP
In this episode of "Money Meets Medicine," Dr. Jimmy Turner and Justin Harvey CFP share a comprehensive year-end financial checklist for physicians. They discuss maximizing contributions to tax-advantaged accounts, coordinating retirement savings during job transitions, managing tax withholdings and 1099 income, and optimizing investment portfolios through rebalancing and tax loss harvesting. The hosts also cover charitable giving strategies using donor-advised funds, tax planning for self-employed physicians, insurance reviews, and important deadlines for 529 plans, RMDs, and Roth conversions—offering practical advice to help medical professionals finish the year financially strong.Not sure where to start? Join the once-weekly MMM Update where we send a personal finance lesson of the week to your inbox in addition to that week's content and exclusive deals and discounts: https://moneymeetsmedicine.com/update Download a free copy of The Physician Philosopher's Guide to Personal Finance: https://moneymeetsmedicine.com/freebookEvery doctor needs own-occupation disability insurance. To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Embed this episode
What this episode covers
Follow along as Dr. Jimmy Turner and Justin Harvey CFP talk about the financial tasks and considerations that should be on your mind at the end of the year.
Ready to play
End of Year Financial Tasks
No transcript for this episode yet
Similar Episodes
No similar episodes found.