It’s getting down to crunch time in 2024 so what needs to be on your financial planning checklist before we hit the end of the year? As the year draws to a close, it's time to take a closer look at your financial plans and ensure you're on track for a secure future. In this episode, Matt and Steve provide a comprehensive end-of-year financial checklist that covers everything from maximizing retirement contributions to exploring tax-saving strategies. You might not need to check everything off this list, but reviewing all of these areas will keep your on track for a secure financial future. Here’s what we discuss in this episode:0:00 – Intro 1:58 – Max contributions3:17 – Tax-loss harvesting5:10 – Check RMDs7:19 – Charitable contributions9:18 – HSA & FSA contributions12:07 – Roth conversions14:46 – Rebalance16:25 – Review insurance18:18 – Pay off debt20:07 – Gifting strategiesLearn more about us: https://www.rwpaul.com/our-firm Contact Matt & Steve: https://www.rwpaul.com/contact Phone: 248-305-9911 Find us on YouTube: https://bit.ly/481OA51

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