Year-End Financial Fixes: Essential Moves Before the New Year Ep. 105

🎙️ In this episode, Bri and Dr. Jay cover everything you need to know to wrap up the year on a strong financial note! 💡 Get expert insights on essential year-end tasks, from tax planning and harvesting unrealized losses 📉 to understanding capital gains taxes and Required Minimum Distributions (RMDs), especially for inherited IRAs. 🔍

Bri and Dr. Jay share actionable tips on managing Roth IRA contributions, adjusting tax withholdings for future income changes, and optimizing charitable donations. 💰 Plus, learn the importance of reviewing insurance policies, estate planning documents, and even your credit card spending! 💳

Don’t miss out on this opportunity to get your finances in order before the year ends and set yourself up for success in the new year. 🗓️✨ Tune in for the ultimate financial checklist and make sure you're on track to meet your goals! 🎧

✅ Get your copy of Childfree Wealth® Ultimate Financial Checklist here!

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#YearEndPlanning #FinancialChecklist #TaxPlanningTips #RMDs #RothIRA #CharitableDonations #EstatePlanning #CapitalGainsTax #SmartMoneyMoves #FinancialSuccess #WealthManagement #RetirementPlanning #InvestmentStrategy #TaxEfficiency #FinancialGoals

The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.

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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.