Year-End Financial Checklist

It's the final quarter of the year, which means the most critical deadlines for tax savings and retirement planning are fast approaching. We provide a simple, step-by-step "Year-End Financial Checklist," guiding you through essential moves like maximizing 401(k) contributions and executing tax-loss harvesting before December 31st. Don't leave money on the table; this episode is your required reading to ensure a financially strong start to the new year.