In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to walk through ten critical actions investors should complete before the end of 2025. As the year closes, many financial opportunities disappear once the calendar turns, making proactive planning essential. Paul and Jordan outline a clear and practical checklist designed to help listeners stay organized, avoid costly mistakes, and position themselves for long term success.

The conversation blends personal, financial, and tax planning priorities, covering everything from goal setting and beneficiary reviews to retirement contributions and tax strategies. With a mix of qualitative questions and quantitative action items, this episode serves as a year end roadmap for individuals and families who want to finish the year strong and start the next one with confidence.

In this episode:
 ● Reviewing personal and financial goals before year-end
 ● Confirming beneficiaries after life changes
 ● Prioritizing health, wellness, and financial readiness
 ● Planning charitable contributions strategically
 ● Ensuring emergency funds are properly funded
 ● Understanding required minimum distributions and deadlines
 ● Making timely IRA contributions
 ● Using tax loss harvesting to manage tax exposure
 ● Maximizing retirement plan contributions and catch up opportunities
 ● Taking action before year-end deadlines expire

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