2024 Financial Planning Year-End Checklist Podcast Por  arte de portada

2024 Financial Planning Year-End Checklist

2024 Financial Planning Year-End Checklist

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It’s getting down to crunch time in 2024 so what needs to be on your financial planning checklist before we hit the end of the year? As the year draws to a close, it's time to take a closer look at your financial plans and ensure you're on track for a secure future.

In this episode, Matt and Steve provide a comprehensive end-of-year financial checklist that covers everything from maximizing retirement contributions to exploring tax-saving strategies. You might not need to check everything off this list, but reviewing all of these areas will keep your on track for a secure financial future.

Here’s what we discuss in this episode:

0:00 – Intro

1:58 – Max contributions

3:17 – Tax-loss harvesting

5:10 – Check RMDs

7:19 – Charitable contributions

9:18 – HSA & FSA contributions

12:07 – Roth conversions

14:46 – Rebalance

16:25 – Review insurance

18:18 – Pay off debt

20:07 – Gifting strategies

Learn more about us: https://www.rwpaul.com/our-firm

Contact Matt & Steve: https://www.rwpaul.com/contact

Phone: 248-305-9911

Find us on YouTube: https://bit.ly/481OA51

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