Un Eff Your Finances

Year-End Financial Planning: Get Ahead Before the Holidays Hit (Ep. 3)

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What if December 31st is knocking at your door, and suddenly you realize you haven’t checked off your financial to-do list? Don’t worry; we’ve got you covered! Tune into this episode of Un Eff Your Finances with Nicholas St. George as we break down the essentials of year-end planning.

In this episode, Nicholas covers everything you need to know about smoothing out your financial journey before the year closes. With a focus on year-end planning, this episode lends a helping hand with a mix of humor and straightforward advice. It’s not about having a crystal ball, but it’s close!

Nicholas discusses: 

  • (02:38) Maximizing retirement contributions and why a job switch could make it tricky
  • (04:16) The scoop on capital gains and tax loss harvesting
  • (07:30) How smart charitable contributions can save you on taxes while doing good
  • (10:12) Why reviewing your budget and savings goals is a must, even when things are peachy
  • (15:14) Updating estate plans so your assets go where you intend them to
  • (20:32) How insurance coverage checkups can be as crucial as that fire extinguisher you’ve never used
  • (23:23) Tackling tax liabilities head-on to prevent any unpleasant April surprises

    • Get ready to tick off your financial checklist with us – and remember, procrastination is your wallet’s worst enemy!

    Connect with Nicholas St. George:

    • St. George Wealth
    • LinkedIn: Nicholas St. George
    • Facebook: Nicholas St. George
    • Phone: 828-481-8836
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      Un Eff Your FinancesBy Nicholas St. George