This week David brings the final Q&A show for 2025, with some year-end thoughts and suggestions for 2026 as well.

Are you one to get your taxes done on January 2? David will share the planned IRS dates important for tax filing, plus share some financial tasks to consider in January.

Also on the list... how are Social Security funds managed? What is a Solo 401(k)? Is the first of the year a good time to revisit your investment allocations? There is plenty to discuss - so tune in!