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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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The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Are you making the most of your year-end tax planning strategy? In this episode, the guys share the top 10 tax mistakes that could be costing you more than you realize. From the importance of filing away crucial documents to understanding the nuances between Traditional IRAs, Roth IRAs, and 401(k)s, each mistake presents a unique opportunity for improvement. Tune in as they dive into often-overlooked tax deductions, credits, and strategies to optimize your financial plan. Don’t miss out on essential insights that could help you save money and navigate the complexities of the tax system!

For show notes, links, and the full transcript, visit theinvesteddads.com/224

Have episode ideas? Have a question? Send us a text!

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The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts