Q4 Moves That Protect and Multiply Wealth

What Dewey Do?

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With markets shifting, interest rates easing, and 2026 within reach, your Q4 money moves can help you end the year strong and step into the next one with momentum.

In Season 6 episode 3, of What Dewey Do?, the conversation gets laser-focused on smart investing before the clock strikes midnight on December 31st. From portfolio rebalancing, maximizing 401(k) and HSA contributions, tax-loss harvesting, and charitable giving, to equity compensation and RMD deadlines, nothing is left off the list.

You’ll also learn the 5 market signals that truly matter in Q4, including sector rotation, earnings guidance, and the underrated economic clues buried in holiday spending.

This episode walks through how to build momentum, fix tax issues now, and make sure you have cash ready for next year’s opportunities. Tune in NOW!

Quotes:

- Dewey Steffen: "Many entrepreneurs make sacrifices sometimes going without a paycheck so the team gets paid."

- Dewey Steffen: "Delegate to elevate. Don’t try to do it all yourself. Know when to bring in the right expertise to move to the next level."

- Dewey Steffen: "The best time to sell is when your business is running beautifully, with the right team in place and everything going well."

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Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (https://www.evry.media.com) and Broadcast Your Authority (https://www.BroadcastYourAuthority.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207.

Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.