End Of The Year Money To-Do List

 It's officially quarter four and there are a few tasks to complete before the end of the year. In this episode, we cover essential financial moves to make before year-end, from reviewing your retirement accounts, contributing to FSAs, and checking your portfolio for tax-loss harvesting opportunities to managing 401(k) and 457(b) contributions, planning charitable giving, and making sure your emergency fund and insurance coverage are up to date. Learn practical, actionable tips to tackle these tasks efficiently, optimize your finances, and set yourself up for success. Tune in to learn how to finish 2025 strong and set yourself up for financial peace in 2026.

[00:09:03] End-of-Year Financial Checklist
[00:22:03] How to Maximize Your Solo 401(k) Contributions Before Year-End
[00:23:27] Smart Charitable Giving Strategies to Maximize Tax Benefits
[00:27:00] Making 529 Contributions and Managing Student Loans Effectively
[00:32:22] Complete Your Year-End Financial Checkup for a Strong 2026 Start

🎉 This episode is sponsored by Bona Fide Finance – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd or email [email protected] and tell them we sent you.

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