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Year-End Moves the Wealthy Make: 10 Strategies to Build Momentum Before 2026
10 Year-End Financial Moves Wealthy Individuals Make to Protect, Grow, and Direct Their Wealth
💡 Episode Summary
In this actionable year-end episode of Scaling Your Business & Wealth, host Eric Tashlein, CFP®, shares the 10 strategic financial moves that successful entrepreneurs and high-net-worth individuals use to close out the year strong—and set the stage for even greater growth in 2026.
Drawing on over 25 years of experience advising business owners and executives, Eric reveals how intentional year-end planning can reduce taxes, protect assets, and position wealth for long-term success. From optimizing cash flow and retirement contributions to reviewing insurance coverage, estate plans, and charitable giving strategies, this episode is your blueprint for ending the year with clarity, control, and purpose.
If you’ve already achieved significant success but want to elevate your wealth strategy, this discussion goes beyond numbers—it’s about aligning your financial decisions with your goals, values, and legacy.
Whether you’re planning a liquidity event, expanding your business, or ensuring your wealth lasts for generations, Eric’s insights will help you make smarter, more strategic decisions before December 31st.
🔑 Key Takeaways:
- Why year-end planning matters for high-net-worth individuals and business leaders.
- Optimize taxes, cash flow, and retirement contributions to finish the year strong.
- Review insurance coverage including life, disability, umbrella, and key person policies.
- Preserve and grow wealth through estate and trust planning, charitable giving, and strategic gifting.
- Align wealth with values and legacy to ensure intentional impact and long-term financial freedom.
📈 Perfect For:
- Entrepreneurs & business owners looking to maximize year-end opportunities
- High-net-worth individuals focused on wealth preservation and legacy building
- Executives who want clarity, control, and confidence going into the new year
🔗 Resources & Links:
- Visit OES Wealth Partners for personalized wealth strategies
- Follow Scaling Your Business & Wealth for insights to grow your business, preserve wealth, and build your legacy
- Contact Eric Tashlein, CFP®, at 1-800-878-7152
View all episodes
By Eric Tashlein10 Year-End Financial Moves Wealthy Individuals Make to Protect, Grow, and Direct Their Wealth
💡 Episode Summary
In this actionable year-end episode of Scaling Your Business & Wealth, host Eric Tashlein, CFP®, shares the 10 strategic financial moves that successful entrepreneurs and high-net-worth individuals use to close out the year strong—and set the stage for even greater growth in 2026.
Drawing on over 25 years of experience advising business owners and executives, Eric reveals how intentional year-end planning can reduce taxes, protect assets, and position wealth for long-term success. From optimizing cash flow and retirement contributions to reviewing insurance coverage, estate plans, and charitable giving strategies, this episode is your blueprint for ending the year with clarity, control, and purpose.
If you’ve already achieved significant success but want to elevate your wealth strategy, this discussion goes beyond numbers—it’s about aligning your financial decisions with your goals, values, and legacy.
Whether you’re planning a liquidity event, expanding your business, or ensuring your wealth lasts for generations, Eric’s insights will help you make smarter, more strategic decisions before December 31st.
🔑 Key Takeaways:
- Why year-end planning matters for high-net-worth individuals and business leaders.
- Optimize taxes, cash flow, and retirement contributions to finish the year strong.
- Review insurance coverage including life, disability, umbrella, and key person policies.
- Preserve and grow wealth through estate and trust planning, charitable giving, and strategic gifting.
- Align wealth with values and legacy to ensure intentional impact and long-term financial freedom.
📈 Perfect For:
- Entrepreneurs & business owners looking to maximize year-end opportunities
- High-net-worth individuals focused on wealth preservation and legacy building
- Executives who want clarity, control, and confidence going into the new year
🔗 Resources & Links:
- Visit OES Wealth Partners for personalized wealth strategies
- Follow Scaling Your Business & Wealth for insights to grow your business, preserve wealth, and build your legacy
- Contact Eric Tashlein, CFP®, at 1-800-878-7152