Ep31: Maximizing End-of-Year Finances

Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, Money

Dr. Disha shares her recent family trip to Spain and provides valuable financial tips for the holiday season. She discusses the balance of enjoying guilt-free travel while being financially prudent, tips for booking travel economically, and the importance of smart spending in different countries.

Additionally, Dr. Disha delves into end-of-year financial tasks, including maximizing retirement account contributions, Backdoor Roth IRA, HSA contributions, and effective use of credit card benefits. She emphasizes the importance of tax loss harvesting, rebalancing portfolios, and reassessing insurance needs, all while sharing her personal experiences and strategies for maintaining financial freedom.

Looking for something specific? Here you go:

00:14:15. Year-end financial tasks and planning

This episode is sponsored by

PearsonRavitz– helping physicians safeguard their most valuable assets.

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Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.