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Episode 25 - End of Year Planning
Summary
In this conversation, Mike and Amy discuss essential financial planning strategies to consider as the year comes to a close. They cover topics such as maximizing retirement contributions, reviewing investment portfolios, preparing for tax season, and the importance of insurance and estate planning. The discussion emphasizes the need for proactive financial management to ensure a strong financial position heading into the new year.
Chapters
00:00 End of Year Financial Planning Essentials
03:17 Maximizing Retirement Contributions
06:22 Investment Portfolio Review and Rebalancing
09:26 Preparing for Tax Season
12:20 Insurance and Estate Planning Review
15:26 Cash Flow and Budgeting Strategies
18:24 Planning for College Expenses
Takeaways
Maximize your retirement contributions before the year ends.
Review your investment portfolio for necessary adjustments.
Create or update your financial inventory for better clarity.
Prepare for tax season by organizing financial documents early.
Review insurance coverage to ensure adequate protection.
Update your estate plan to reflect any life changes.
Track your cash flow and budget to align with your financial goals.
Understand FAFSA requirements for college planning.
Don't procrastinate on financial deadlines; act early.
Finish the year strong with comprehensive financial planning.
Operation Retirement Readiness: www.operationretirementreadiness.com
Schedule a consultation with Mike: https://nextmissionfinancialplanning.com/contact/
Schedule a consultation with Amy: https://www.instarfp.com/contact
Disclaimer: This podcast represents the views of the hosts and any guests. It is for informational purposes only and should not be considered tax, financial, or legal advice. All information is regarded to be from reliable sources. The hosts are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional, individualized advice.
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By Mike Hunsberger & Amy King
5
33 ratings
Summary
In this conversation, Mike and Amy discuss essential financial planning strategies to consider as the year comes to a close. They cover topics such as maximizing retirement contributions, reviewing investment portfolios, preparing for tax season, and the importance of insurance and estate planning. The discussion emphasizes the need for proactive financial management to ensure a strong financial position heading into the new year.
Chapters
00:00 End of Year Financial Planning Essentials
03:17 Maximizing Retirement Contributions
06:22 Investment Portfolio Review and Rebalancing
09:26 Preparing for Tax Season
12:20 Insurance and Estate Planning Review
15:26 Cash Flow and Budgeting Strategies
18:24 Planning for College Expenses
Takeaways
Maximize your retirement contributions before the year ends.
Review your investment portfolio for necessary adjustments.
Create or update your financial inventory for better clarity.
Prepare for tax season by organizing financial documents early.
Review insurance coverage to ensure adequate protection.
Update your estate plan to reflect any life changes.
Track your cash flow and budget to align with your financial goals.
Understand FAFSA requirements for college planning.
Don't procrastinate on financial deadlines; act early.
Finish the year strong with comprehensive financial planning.
Operation Retirement Readiness: www.operationretirementreadiness.com
Schedule a consultation with Mike: https://nextmissionfinancialplanning.com/contact/
Schedule a consultation with Amy: https://www.instarfp.com/contact
Disclaimer: This podcast represents the views of the hosts and any guests. It is for informational purposes only and should not be considered tax, financial, or legal advice. All information is regarded to be from reliable sources. The hosts are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional, individualized advice.
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