#263 – [REPLAY] Year-End Financial Checklist for Families: Year End Planning

Welcome back to the Money Boss Parent Podcast! With the holidays just around the corner, it’s easy to let financial planning take a backseat, but this time of year offers the perfect opportunity to set yourself up for success.

Today, I want to share a few year-end money goals I’m personally working on, in hopes that they’ll inspire you to take intentional steps toward your financial health. From refreshing our estate plan to prioritizing wellness, my focus is on aligning money with life’s bigger picture.

Although this is the perfect time to think about end-of-year tax planning and financial wellness investing in your health is also important—because wellness is wealth. It’s all part of a bigger mindset: taking care of your finances and yourself so you can step into the new year with confidence.

Anna's Takeaways:

• Year-End Money Goals Introduction (00:00)
• Estate Plan Update and One-Page Estate Plan Summary (01:08)
• Travel Budget and Family Trip Planning (02:48)
• Holiday Shopping and Tax Planning (05:16)
• Health and Wellness Focus (07:43)
• Year-End Money Management Strategies (10:21)
• 529 College Savings Accounts and Deductible Bills (17:04)

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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. 

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