As we hit the final weeks of December, we’re gearing up for the financial challenges and opportunities that lie ahead in 2025. The conversation kicks off with expert insights on recent market movements, helping you understand what's driving the end-of-year volatility.

Brian and Jeremiah talk about value and growth investing, offering practical guidance on where to focus your attention as interest rates fluctuate and the Federal Reserve sets its course for the coming year. This is a segment worth paying attention to going into January.

Wrapping things up, we dive into year-end tax strategies designed to boost your bottom line. From maximizing Roth conversions to smart tax planning for retirees, these actionable tips will help you make the most of your financial opportunities before the clock strikes midnight on December 31st.

Have a very Merry Christmas!

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Brian Wiley & Jeremiah Bates

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