Year-End Financial Planning

Brent chats with Anna N’Jie Konte about what financial planning moves people should consider before the end of 2025. They talk about contributing to retirement plans and determining whether to make Roth conversions. They also discuss tax loss harvesting, charitable giving, and other tax sensitive options for planning. Anna N’Jie-Konte is a Certified Financial Planner and the founder of Poder Wealth Advisors. She is a wealth advisor, speaker, and entrepreneur dedicated to helping ambitious women build, enjoy, and protect their wealth. You can find Anna at About and on LinkedIn at https://www.linkedin.com/in/annanjie/. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/