Year End Tax Planning Strategies

from Dollars & Sense · host Freedman Financial

As we approach the final days of the year, Marc and Marion are busy at the office. Amid the year-end hustle, they want to ensure clients understand key tax strategies before 2026. Tune in as they cover capital gains distributions, mutual funds, and more in one of our last episodes of 2025. Plus, hear Marc’s recap of his experience ringing the Opening Bell at Nasdaq this week with LPL Financial! A full complement of Dollars & Sense broadcasts found here. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations. Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you. Tracking #: 838158 Dollars & Sense podcast now streaming on: Spotify iHeartRadio Apple Podcasts, previously known as iTunes Google Podcasts TuneIn + Alexa Pandora PodBean

What this episode covers

As we approach the final days of the year, Marc and Marion are busy at the office. Amid the year-end hustle, they want to ensure clients understand key tax strategies before 2026. Tune in as they cover capital gains distributions, mutual funds, and more in one of our last episodes of 2025. Plus, hear Marc’s recap of his experience ringing the Opening Bell at Nasdaq this week with LPL Financial! A full complement of Dollars & Sense broadcasts found here. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations. Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you. Tracking #: 838158 Dollars & Sense podcast now streaming on:SpotifyiHeartRadioApple Podcasts, previously known as iTunesGoogle PodcastsTuneIn + AlexaPandoraPodBean

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Year End Tax Planning Strategies

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This episode was published on December 18, 2025.

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