Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-doDon’t be that family staring at last year’s tax bill in April, wishing you’d planned ahead. Rob reveals three powerful year-end strategies and a five-step checklist packed with actionable moves you can make before December 31. A few smart choices today could save you thousands, and help you keep more of what you’ve built.Here’s what we discuss in this episode:📅 Fourth Quarter Focus: why smart planning starts before year-end📉 Tax Loss Harvesting: turning market losses into future tax savings💼 Employer Plans: maximizing 401(k), profit sharing, and cash balance opportunities🎁 Giving with Purpose: charitable strategies that create impact and efficiency✅ Year-End Moves: key actions to reduce your tax bill and boost confidenceOur website: https://www.axiowm.com/Phone: 801-717-9237Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do Get your copy of Rob’s books: https://www.axiowm.com/bookLet us speak at your next event: https://www.axiowm.com/speaking Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87QFacebook: https://www.facebook.com/AxioWMLinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/X: https://x.com/RobShelton_FAInstagram: https://www.instagram.com/axio.wm/

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