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As the year draws to a close, it’s the perfect time to review your finances and ensure you’re ending the year on a strong note. In this episode of The Optometry Money Podcast, Evon Mendrin, CFP®, walks through a comprehensive year-end financial checklist tailored specifically for optometrists. Whether you’re an associate OD or a private practice owner, you’ll find actionable tips to optimize your finances, make tax-smart decisions, and set yourself up for a successful new year.

What You’ll Learn:

• Retirement Planning: How to evaluate and maximize your 401(k), SIMPLE IRA, and profit-sharing contributions before year-end.
• Tax-Saving Opportunities: Key actions to take before December 31, including charitable donations, state tax payments, and practice-related investments.
• Investment Strategy: How to identify tax-loss harvesting and capital gains opportunities in your portfolio.
• Estate & Insurance Review: Why it’s essential to update your beneficiaries, estate plan, and insurance policies.
• Cash Flow Check: Tips to review your spending, savings rate, and liquidity for emergencies and upcoming goals.

Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. 

Resources mentioned on this episode:

• The Optometry Money Podcast Ep 114: Tax Targets to Aim For Mid-Year
• The Optometry Money Podcast Ep 51: An Optometrist’s Guide to the Qualified Business Income Deduction
• The Optometry Money Podcast Ep 47: An Optometrist’s Guide to How Taxes Work
• The Optometry Money Podcast Ep 37: Tax Planning For Charitable Giving
• The Optometry Money Podcast Ep 34: Five Levers to Control Capital Gains on Your Tax Return
• IRS Withholdings Estimator

The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.