EPISODE · Nov 7, 2024 · 25 MIN
The Ultimate Year-End Financial Planning Checklist + Big Announcement!
from The Wealth Mindset Show · host Josh Robb & Austin Wilson
Discover 10 year-end financial planning tips that can help you maximize savings, minimize taxes, and set yourself up for a successful new year! In this episode, the guys are back with an end-of-year financial planning checklist to make sure you’re set for a strong financial start to the new year! They’ll walk through ten key actions, like reviewing your budget, checking up on healthcare benefits, and maximizing your contributions to keep your finances on track. From tax-loss harvesting to charitable giving and making adjustments for the year ahead, Josh and Austin cover each step to help listeners optimize their financial wellness. And stay tuned—there’s a special announcement about the podcast that you won’t want to miss!For the show notes, transcript, and resources, visit theinvesteddads.com/225Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts
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What this episode covers
Discover 10 year-end financial planning tips that can help you maximize savings, minimize taxes, and set yourself up for a successful new year! In this episode, the guys are back with an end-of-year financial planning checklist to make sure you’re set for a strong financial start to the new year! They’ll walk through ten key actions, like reviewing your budget, checking up on healthcare benefits, and maximizing your contributions to keep your finances on track. From tax-loss harvesting to c...
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The Ultimate Year-End Financial Planning Checklist + Big Announcement!
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