The Year-End Checklist - Your Safe Money Show

What this episode covers

In this episode, we walk through the essential financial moves you should consider before the calendar turns. We cover a comprehensive range of year-end tasks designed to optimize your tax situation, review your investment allocations, and maximize your retirement contributions. Join us as we provide a clear roadmap to help you tie up loose ends and start the new year on the strongest possible financial footing.

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When was this Your Safe Money Show episode published?

This episode was published on December 21, 2025.

What is this episode about?

In this episode, we walk through the essential financial moves you should consider before the calendar turns. We cover a comprehensive range of year-end tasks designed to optimize your tax situation, review your investment allocations, and maximize...

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