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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🔗 Learn More: schusteranderson.com

From Airports to Adventures: Planning Year-End Travel with Purpose | SA Update | Episode 23

Ready to make your holiday travel stress-free? In this episode, Mike sits down with expert travel agent Dawn Taylor to share insider tips—from breezing through airports and packing like a pro to understanding travel insurance so you’re always covered. If you’re planning a trip this season, this is the ultimate guide you don’t want to miss!

0:37 Dawn Introduction

1:05 Year-End Travel Tips for the Holidays

1:30 Tip # 1: Flying Tips

2:20 Tip # 2: Packing Strategically

2:50 Tip # 3: Best Travel Days

3:20 Should I Buy Travel Insurance?

5:35 Current Trends: Family Experiences

6:30 Tip #4: Airline apps and Packing Cubes

7:30 Conclusion

Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content!

🔗 Learn More: schusteranderson.com

In this insightful continuation, Bryce Gill and Mike dive deeper into the evolving financial landscape across generations. From shifting spending habits to the challenges of homeownership and the growing housing crisis facing younger demographics, this episode offers a data-driven and thoughtful exploration of the economic forces shaping our future.

0:43 Spending of Different Generational Demographics

0:54 The Dent Indicator Explained

1:12 Generational Spending Habits

2:31 Generational Demographics and Homeownership

3:21 Analyzing Generational Timelines in the Context of Current Economic Trends

4:00 The Transformation of U.S. Housing into an International Financial Asset

5:00 Which Regional Strategies have been Effective in Addressing the Housing Crisis?

6:53 International Capital Flows and Regulations in Home Building

9:20 Home Building Regulations Explained & Effectiveness

10:13 Closing Remarks

10:30 Conclusion

Stay informed and connected with our community by tuning in to each episode of The SA Update. Don’t forget to comment and subscribe to stay up-to-date with all our latest content!

🔗 Learn More: schusteranderson.com