The Year-End Retirement Checklist You Can’t Afford to Miss

from Texas Sized Retirement … Simplified · host David Hodson and Glen Hancock

As the year wraps up, are you overlooking key steps that could shape your financial future? In this episode, David Hodson and Glen Hancock share a practical end-of-year checklist to help you maximize retirement contributions, harvest investment gains and losses, avoid costly RMD penalties, and make the most of charitable giving. They also break down Roth conversions, FSA and HSA strategies, and why a year-end review with your advisor can make all the difference. Whether you’re planning for 2026 or just want to keep more in your pocket, these timely tips can help simplify your retirement plan. Call 800-876-3817, email [email protected] , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.See omnystudio.com/listener for privacy information.

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This episode was published on December 9, 2025.

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