EPISODE · Nov 21, 2025 · 17 MIN
Enjoy Your Holidays. Knock Out This Financial Checklist for the End of 2025
from The Investor Coaching Show with Paul Winkler · host The Investor Coaching Show
Today, Evan shares a list of important items to consider before the holiday season ramps up and most people scramble to complete their end-of-year financial planning. Whether you are newer at investing or have been in retirement for many years, listen along to hear how to ring in the New Year with confidence around money and investing. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.
What this episode covers
Today, Evan shares a list of important items to consider before the holiday season ramps up and most people scramble to complete their end-of-year financial planning. Whether you are newer at investing or have been in retirement for many years, listen along to hear how to ring in the New Year with confidence around money and investing. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.
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Enjoy Your Holidays. Knock Out This Financial Checklist for the End of 2025
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