Are you giving your finances the same attention as your holiday checklist? In this episode of Bridging the Gap, host Lynn Bridges shares smart, timely moves to make before December 31st—from maxing out retirement accounts and managing 401k contributions to Roth conversions, tax-loss harvesting, and RMD strategies. Discover why personalized planning matters, how to avoid costly mistakes, and ways to use charitable distributions and bonuses to your advantage. Tune in for practical tips to help you wrap up your financial year with clarity and confidence.   Book your complementary appointment to learn your retirement score and how Bridges Wealth Preservation can help at BridgesWealthPreservation.com or call 435-674-1037. Like us on FacebookSee omnystudio.com/listener for privacy information.

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