Fall Financial Cleaning for Millionaire Women: Year-End Tax, Investing, and Estate Planning Tips

Welcome back to The Wealth Cafe! In this episode, our host dives into what she's calling "fall cleaning" for millionaire women and their families. As we move from summer into autumn, it's the perfect time to refresh your financial strategy and make sure you’re set up to end the year strong—and start the next one even stronger.Tune in as our host shares her personal checklist and expert tips for a comprehensive financial review. Topics covered include: revisiting your investment allocations, taking stock of your summer cash flow, reviewing equity compensation and planning meetings with your advisor or accountant. She also breaks down key year-end tax moves like tax loss harvesting and making the most of your retirement and savings account contributions.Plus, don’t miss the crucial reminders about estate planning, insurance updates, and making sure your beneficiaries are current. Whether you're adjusting your goals, prepping for open enrollment, or reflecting on big-picture plans for 2026, this episode will empower you to take proactive steps towards building and protecting your wealth.☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!