year end financial planning and investment checklist with Sharaz Khan, CFP

​​In this recording - Sharaz Khan, CFP, Investor Advisor Representative, Cetera Investors goes over last-minute things that you should take care of financially before ending the year such as: ​Plan for Major Life Changes Tax Planning Retirement Planning Investment Portfolio Insurance Review Estate Planning Chapters 00:00 Introduction and Community Engagement 03:24 Year-End Financial Checklist Overview 06:15 Choosing the Right Financial Advisor 09:13 Life Changes and Their Financial Implications 12:01 Tax Considerations for Year-End Planning 15:13 Retirement Planning Essentials 18:15 Investment Strategies and Review 20:52 Insurance and Beneficiary Updates 23:47 Estate and Legacy Planning 26:41 Sharia Investment Process and Q&A 31:21 Exploring Halal Investment Options 32:35 Navigating Required Minimum Distributions (RMDs) 34:00 The Value of IRAs and Avoiding Riba 36:25 Choosing Between Roth and Traditional 401(k)s 37:39 The Importance of Financial Education 39:53 Investment Strategies for 1099 Contractors 41:08 Understanding RSUs and Tax Implications 45:11 Strategies for Managing Equity in Acquisitions 48:33 Leveraging Professional Financial Advice 50:49 Addressing Financial Literacy in the Community