The Ultimate Year-End Financial Planning Checklist + Big Announcement!

The Wealth Mindset Show

Discover 10 year-end financial planning tips that can help you maximize savings, minimize taxes, and set yourself up for a successful new year!
In this episode, the guys are back with an end-of-year financial planning checklist to make sure you’re set for a strong financial start to the new year! They’ll walk through ten key actions, like reviewing your budget, checking up on healthcare benefits, and maximizing your contributions to keep your finances on track. From tax-loss harvesting to charitable giving and making adjustments for the year ahead, Josh and Austin cover each step to help listeners optimize their financial wellness.
And stay tuned—there’s a special announcement about the podcast that you won’t want to miss!
For the show notes, transcript, and resources, visit theinvesteddads.com/225

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1. The Ultimate Year-End Financial Planning Checklist + Big Announcement! (00:00:00)

2. Action #1: Reviewing Your Budget (00:01:21)

3. Action #2: Reviewing Healthcare Plan & Benefits (00:03:05)

4. Action #3: Maximize Contributions (00:04:58)

5. Action #4: Tax-Loss Harvesting (00:07:39)

6. Action #5: Make Your Charitable Contributions (00:12:16)

7. Dad Joke of the Week (00:14:51)

8. Action #6: Reviewing Insurance Policies (00:15:10)

9. Action #7: Check Your Credit Score (00:17:06)

10. Action #8: Determine Adjustments for the New Year (00:18:40)

11. Action #9: Review Your Investments (00:20:00)

12. Action #10: Meet With Your Financial Advisor (00:21:41)