Your December Financial Checklist

24/11/2025 46 min Temporada 6 Episodio 422
Your December Financial Checklist

Listen "Your December Financial Checklist"

Episode Synopsis

The holiday season is here, and while festivities take center stage, now is the critical moment to make smart financial decisions that set up next year (and your long-term retirement) on the right track.  In this week's podcast, we break down the key year-end actions retirees shouldn't overlook: Required Minimum Distributions, strategic withdrawals, potential Roth opportunities, rebalancing investments, reviewing charitable gifts, and updating long-ignored beneficiary forms. Your tax bill is being shaped right now, and every dollar saved is a dollar that keeps working for you throughout retirement. Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/