
Sign up to save your podcasts
Or


Ready to turn up the heat on your finances before 2024 comes to a close? We've packed this episode with 15 savvy, high-impact financial moves to help you finish the year on top. From maxing out retirement contributions and exploring tax loss harvesting to utilizing backdoor Roth strategies and refinancing high-interest debt, we're covering it all. We'll also discuss year-end must-dos like reviewing your insurance, managing FSA funds, and checking your credit report. Tune in to make the most of the final stretch of 2024 and set yourself up for a strong start in 2025.
Key moments:
04:05 Tax-loss harvesting and backdoor Roth IRA can help trim your tax liability 09:47 A personal story on listing income sources to stay in the clear with the IRS 13:40 With interest rates coming down, now might be the perfect time to refinance student loans or your mortgage 17:42 Important tips on updating insurance coverages and taking advantage of open enrollment benefits
Links mentioned:
Like the show? There are several ways you can help!
Feeling helpless when it comes to your student loans?
Do you have a question about student loans? Leave us a voicemail here or email us at [email protected] and we might feature it in an upcoming show!
By Travis Hornsby4.8
180180 ratings
Ready to turn up the heat on your finances before 2024 comes to a close? We've packed this episode with 15 savvy, high-impact financial moves to help you finish the year on top. From maxing out retirement contributions and exploring tax loss harvesting to utilizing backdoor Roth strategies and refinancing high-interest debt, we're covering it all. We'll also discuss year-end must-dos like reviewing your insurance, managing FSA funds, and checking your credit report. Tune in to make the most of the final stretch of 2024 and set yourself up for a strong start in 2025.
Key moments:
04:05 Tax-loss harvesting and backdoor Roth IRA can help trim your tax liability 09:47 A personal story on listing income sources to stay in the clear with the IRS 13:40 With interest rates coming down, now might be the perfect time to refinance student loans or your mortgage 17:42 Important tips on updating insurance coverages and taking advantage of open enrollment benefits
Links mentioned:
Like the show? There are several ways you can help!
Feeling helpless when it comes to your student loans?
Do you have a question about student loans? Leave us a voicemail here or email us at [email protected] and we might feature it in an upcoming show!

3,553 Listeners

3,224 Listeners

1,654 Listeners

5,144 Listeners

2,446 Listeners

3,079 Listeners

618 Listeners

451 Listeners

227 Listeners

277 Listeners

1,608 Listeners

3,439 Listeners

355 Listeners

24 Listeners

23 Listeners