Cole and Baileigh discuss the importance of a year-end review of your finances. The holidays are coming up, and 2026 is just around the corner. Do you have your finances in order?

On today's episode:

** Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.​ Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal.  Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. **

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This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).

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