Financial Wrap-Up & Future Plans: Year-End Insights | SA Update | Episode 24

As 2025 comes to a close, it’s the perfect time to review key financial deadlines and set intentions for the year ahead. In this episode, Mike chats with Paige Wood to walk through important year-end reminders, including charitable giving deadlines, Required Minimum Distributions (RMDs), and Qualified Charitable Distributions. They also dive into what collaboration looks like at Schuster Anderson and hear Paige’s personal New Year’s resolution.

Whether you’re planning your charitable contributions or preparing for a fresh start, this episode offers practical tips and inspiration to finish strong and start the new year with confidence.

0:38 Paige Introduction

1:05 Year-End Reminders

1:26 Charitable Giving and Deadline

1:43 Required Minimum Distribution (RMD) Deadlines

2:10 Qualified Charitable Distribution Deadlines

2:45 Collaboration: What That Looks Like Here at Schuster Anderson

4:22 Paige’s New Year's Resolution

5:04 Conclusion

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