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Listen "5 End of Year Money Moves for a Better 2025"
Episode Synopsis
The end of the year is a great time to start thinking about your finances for the upcoming year. So Peter with Richon Planning and Erin Kennedy are sharing 5 tips you can start now, to help you get on track for 2025. 1. Perform a Budget and Emergency Fund Checkup 2. Max Out Your Roth IRA (and HSA) 3. Consider Tax Loss Harvesting 4. Rebalance 5. Consider a QCD If you'd like to talk through your financial goals for 2025 and how you can achieve them, please reach out to Peter for a complimentary consultation by calling (919) 300-5886 or visit www.RichonPlanning.com
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