Over the next 35 days, you may have the opportunity to make significant financial moves. Our hosts, Guilian DiLeonardo & Jacky Petit-Homme break down complex topics into actionable steps, helping you navigate the year-end financial landscape with ease.

Join Jacky & Guilian as they unwrap year-end financial tips in a relaxed, easy-to-follow chat. From boosting your retirement savings to smart tax moves, this episode is your cozy guide through the financial to-dos before the New Year bells ring

Highlights:

✨ Max out those 401(k)s and IRAs.

✨ Navigate capital gains and losses like a pro.

✨ Charitable giving: good for the heart and your taxes.

✨ Peek into 2024: What's new and what matters.

Pour yourself a cup of something nice and tune in for insights that could save you big.