Is your financial checklist ready for the end of the year? In this episode of Guard Your Savings, Dolph Janis shares practical tips for wrapping up 2025—from maximizing retirement contributions and RMDs to making charitable gifts and updating beneficiaries. Discover why small habits, monthly reviews, and a spirit of generosity can make a big difference in your financial future. Dolph shares real-life stories, budgeting strategies, and the importance of planning ahead—so you can enter the new year prepared and inspired. For more resources or to schedule a complimentary consultation, visit guardyoursavings.com.

 

Schedule a 20 min., complimentary “Ask Anything” session with Dolph here or call 704-919-0149.

Learn more about Dolph’s book “Cross the Bridge to Retirement” here.

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