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As the year wraps up, it’s the perfect chance to step back and make sure your financial plan is aligned, optimized, and ready for the year ahead. Matt highlights key areas worth reviewing before the calendar turns, and what can happen if we don’t. Year-end planning doesn’t have to be overwhelming. A few intentional steps now can create more clarity and confidence moving forward.
Here’s some of what we discuss in this episode:
🗓️ Year-end planning & tax strategies: reviewing contributions, deductions, and opportunities
💼 Retirement contributions & Roth components: maximizing what goes into qualified accounts
🎁 Charitable contributions: using tax-advantaged moves before 12/31
📊 Investment rebalancing: aligning your portfolio with your retirement timeline
📜 Legacy & estate planning: ensuring documents, beneficiaries, and structures match your goals
 
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