Is your financial to-do list getting lost in the holiday shuffle? In this episode, host and financial advisor Scott Schuett of Cameron Wealth Group breaks down the essential year-end moves to help you step into the new year with clarity. From maximizing retirement contributions and understanding RMDs to smart Roth conversions and tax-saving charitable strategies, Scott shares practical tips for every stage of retirement planning. They also tackle the psychology of facing your finances and why a supportive advisor can make all the difference. Whether you’re a seasoned saver or just getting started, this conversation offers timely insights for a brighter financial future.

 

Book an appointment for a complimentary retirement plan, complete with an exclusive layout of lifetime income options and a tax map to minimize your taxes. Go to CameronWealth.com or call 757-447-4492 and talk to Scott and the team.

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