From RMDs to Roths: Smart Moves Before the Ball Drops

As the days get shorter and the year winds down, it’s not just your home that needs a seasonal checkup—your finances do too. In this episode of the Vision Wealth Podcast, Ben and Megan Smith share their essential end-of-year financial checklist, from budgeting and tax planning to Roth conversions, charitable giving, and RMD strategies. Discover why even high earners need guardrails, how to make the most of charitable donations, and what steps can help you start the new year strong. Tune in for practical tips, candid stories, and a dose of humor to make financial planning feel less daunting.

Schedule your discovery call with Ben to help calculate the future costs of current decisions at MyVisionWealth.com or call or text 503-831-9011.

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