Ep. 89 - Your Year End Financial Review (Deadlines Approaching)
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Ep. 89 - Your Year End Financial Review (Deadlines Approaching)
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On this episode of Through The Pines we'll cover your year-end financial planning checklist!
- Maxing out Retirement Contributions
- Harvest Investment
- Taking Required Minimum Distributions
- Charitable Gifts
- Deferring Income
- Roth Strategies
- Spending FSA Funds
- Portfolio Rebalancing
- Evaluating Business Retirement Plans
- Updating Estate Plans
- Reflecting on Financial Goals
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while buffing his vintage Porsche 911 Speedster, this is Through the Pines.
Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com
2023, 2024 & 2025 Forbes Best in State Wealth Management Teams For Utah -
Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -
Receivers of the Ameriprise Client Experience Award -
Financial Advisors: Baxter, Smith & Associates
Contact: rex.m.baxter@ampf.com
Website: planwithbaxter.com
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