Podcasts about year end planning

As the year winds down, it's time to pause and reflect on what's working and what needs to change. In this episode of The Career Refresh, executive coach Jill Griffin guides you through powerful questions designed to help you realign your career, sharpen your leadership, and set yourself up for success in 2026.These aren't surface-level questions, they're the kind that make you stop, think, and confront what you've been avoiding. From identifying the one change that could create a ripple effect across your life to auditing your habits like a CEO, this episode will help you cut through the noise and focus on what truly matters.In this episode, you'll explore:What would create the biggest ripple effect if you improved it in 2026How to identify what's no longer worth defending in your career or lifeWhether your daily habits actually align with the results you wantThe difference between real progress and just staying busyWhat a competent CEO would immediately eliminate from your scheduleHow to calculate the hidden cost of inactionSmall, intentional steps you can take now to get ahead in the new yearWhether you're a senior leader, emerging executive, or professional ready for your next chapter, this episode offers the clarity and framework you need to end the year with intention,and start 2026 with momentum.Perfect for: Leaders, executives, coaches, and ambitious professionals navigating career transitions, strategic planning, or personal leadership development.Grab your journal, press play, and let's rethink your next chapter together.Support the showJill Griffin, host of The Career Refresh, delivers expert guidance on workplace challenges and career transitions. Jill leverages her experience working for the world's top brands like Coca-Cola, Microsoft, Hilton Hotels, and Martha Stewart to address leadership, burnout, team dynamics, and the 4Ps (perfectionism, people-pleasing, procrastination, and personalities). Visit JillGriffinCoaching.com for more details on: Book a 1:1 Career Strategy and Executive Coaching HERE Build a Leadership Identity That Earns Trust and Delivers Results. Gallup CliftonStrengths Corporate Workshops to build a strengths-based culture Team Dynamics training to increase retention, communication, goal setting, and effective decision-making Keynote Speaking Grab a personal Resume Refresh with Jill Griffin HERE Follow @JillGriffinOffical on Instagram for daily inspiration Connect with and follow Jill on LinkedIn

Are you feeling overwhelmed by the year-end rush? As the holidays approach, the pressure to finish tasks, meet deadlines, and prepare for the new year can feel intense. But what if you could reduce the stress, stay on top of your business, and still enjoy the season?   In this episode, I'm walking you through a planning strategy to help you wrap up the year with clarity and confidence. I'll share my approach to creating a "bridge plan" that transitions you smoothly from Q4 to Q1, helping you prioritize what needs to be done now and what can wait until January. You'll learn how to create a "soft landing, smooth takeoff," avoiding that last-minute scramble and starting the new year refreshed.    Get full show notes, transcript, and more information here: https://www.desicreswell.com/158   For the resources mentioned in this episode or to stay tuned for details about Create Your 2026 Roadmap, click here: https://www.desicreswell.com/resources   Sign up for my Monday Mindset email list to get bite-sized insights on topics that you can use to set your week up for success: https://www.desicreswell.com/monday-mindset   Follow along or send me a message on Instagram: https://www.instagram.com/desicreswell/

On this episode, we are joined by Justin Waring, Head of UBS Wealth Way Strategy & Solutions, to discuss year end planning opportunities including: managing capital gains, revisiting retirement contribution strategies, year end giving, and developments that may shape the retirement planning landscape in 2026 and beyond.

If you run a single-member LLC—or work for yourself in the gig economy—year-end tax planning is key. The “Henssler Money Talks” hosts break down what counts as income, what you can deduct, and strategies for funding a retirement plan before 2025 ends.Original Air Date: November 22, 2025Read the Article: https://www.henssler.com/the-smart-self-employed-persons-guide-to-year-end-planning 

It's Thanksgiving Week! So, Bethany traps Dr. Kuba and convinces her to be extremely vulnerable and answer some annual reflection questions LIVE and on the spot! Thankfully, Dr. Kuba obliges, giving listeners an opportunity to not only learn about how to end the year in reflection, but also giving listeners an opportunity to hear how she herself reflects. Together, Dr. Kuba and Bethany discuss the importance of slowing down at this time of year and taking the time to truly reflect back on the year so that you can better prepare for 2026. Get your pen and paper out for this one! Need some reflection resources? We've got you covered! Yearly Reflection and Planning Bundle on THE HUB 

 In this episode, Josh Nelson breaks down the key year-end planning steps you should be thinking about now. He also shares intentional strategies to help you pause, reflect, and make smart financial moves before the calendar turns. Tune in for practical ideas you can put to work right away. Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/info.primegen@gmail.com

Jennifer Lan and Chelsea Rubio from the UBS Advanced Planning Group join UBS Conversations to outline planning considerations to be mindful of as we approach year end, including income tax planning, wealth transfer planning, trust planning and administration, and charitable giving. Host: Daniel Cassidy

In this episode of Hong Kong and China Compliance Essentials, host Kristina Koehler-Coluccia breaks down China's 2026 public holiday calendar — and why it's far more than just a schedule of days off.From Golden Weeks to Chinese New Year compliance checkpoints, Kristina explores how public holidays can create both operational challenges and compliance risks for foreign-invested companies in China.

Send us a textAs the year winds down, the Mara Poling finance team is hard at work behind the scenes. In this episode, Lauren Torres and Lauren Messina share how asset managers prepare for year-end — from reviewing property performance and reconciling financials to producing tax returns and K-1s. We'll discuss all the to-do's that have to happen to ensure investors receive all they need to file their taxes accurately and on-time. 

As the year wraps up, it's a good time to take stock of your financial situation and consider any adjustments before heading into the new year. In this video, we discuss practical year-end planning steps, including tax considerations, investment reviews, and retirement contributions. Our goal is to share general insights to help you think through your own planning process and prepare for the months ahead.

Join Justin Waring, Head of UBS Wealth Way Strategy and Solutions, as he outlines year-end planning priorities and what's on the horizon for retirement and tax strategies in 2026. Whether you are decades away from retirement, getting ready to transition to retirement, or already enjoying your retirement years, the end of the year is an ideal time to review your plan for both risks and new opportunities. Host: Daniel Cassidy

Join Justin Waring, Head of UBS Wealth Way Strategy and Solutions, as he outlines year-end planning priorities and what's on the horizon for retirement and tax strategies in 2026. Whether you are decades away from retirement, getting ready to transition to retirement, or already enjoying your retirement years, the end of the year is an ideal time to review your plan for both risks and new opportunities. Host: Daniel Cassidy

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Bob Keebler joins Cary Sinnett to unpack why this year-end is anything but routine.  With shifting tax thresholds and surprise penalties lurking under the surface, every decision matters more than ever.  This rapid-fire episode arms CPA financial planners with critical year-end strategies, from Roth conversions to trust distribution traps.  Don't miss your chance to finish strong and plan ahead with confidence. AICPA Resources: Article:  Tax code changes: What H.R. 1 means for you and your clients Article: Tax Trifecta Trust after H.R. 1, known as the One Big Beautiful Bill Act Chart: PFP Tax Bracket Management Chart This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice.  Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients.  Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

As someone who plans in thirds instead of quarters, I recently sat down and reviewed my T2 (May-August aka Summer) goals and progress, as well as planned for my T3 (Sept-Dec aka Year-End). On today's episode, I'm taking you behind the scenes to share progress and lessons from my Summer goals, and how I'm positioning myself to finish the year strong. Hopefully, it will inspire you to get focused on your own year-end planning and give you a glimpse of how a strategist plans.   Chapters 00:28 - Overview of Summer Third 03:23 - Health & vitality review 11:21 - Update on the book 16:21 - Audience growth pivot  20:44 - Retreat and mastermind sales 21:47 - Year-end priorities and goals 28:00 - Putting the “thirds” to work for you    Interested in learning more about the 2026 All In Mastermind? Go to http://www.HeatherJoyHubbard.com/Mastermind and apply today!   Prior episodes referenced: Episode 243 (T1 Review) - https://youtu.be/kAkE4v09mSs Episode 245 (T2 Planning) - https://youtu.be/7iTTL7PvrxQ Episode 235 (Book Deal Goal) - https://youtu.be/xHnTAAYeEzc

If you start in November, you're already late.

On this week's episode of the Retire While You Work® podcast, Carson, David, and Myles dive into year-end planning and setting financial goals for the new year. Whether you're a business owner or simply looking to refresh your goals, this episode offers valuable insights to kickstart your planning.

Wrap up the year with confidence!  Miguel Gonzalez, CRC, shares 12 quick, actionable steps to get your finances in order before the year ends.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#12DaysOfPlanning #YearEndFinancialTips #FinancialPlanningMadeEasy #RetirementReadiness #MoneyGoals2024 #TaxTipsAndPlanning #InvestSmart #BudgetForSuccess #DebtFreeLiving #SmartMoneyMoves #FinancialFreedom #EndOfYearChecklist #RetirementSavingsTips #TaxDeductions2024 #PlanYourFuture #InvestingTipsFor2024 #WealthBuilding #MoneyManagement #FinancialAdvisorTips #RetirementPlanningStepsWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Welcome back to the Money Boss Parent Podcast! With the holidays just around the corner, it's easy to let financial planning take a backseat, but this time of year offers the perfect opportunity to set yourself up for success. Today, I want to share a few year-end money goals I'm personally working on, in hopes that they'll inspire you to take intentional steps toward your financial health. From refreshing our estate plan to prioritizing wellness, my focus is on aligning money with life's bigger picture.Although this is the perfect time to think about end-of-year tax planning and financial wellness investing in your health is also important—because wellness is wealth. It's all part of a bigger mindset: taking care of your finances and yourself so you can step into the new year with confidence. Anna's Takeaways:Year-End Money Goals Introduction (00:00)Estate Plan Update and One-Page Estate Plan Summary (01:08)Travel Budget and Family Trip Planning (02:48)Holiday Shopping and Tax Planning (05:16)Health and Wellness Focus (07:43)Year-End Money Management Strategies (10:21)529 College Savings Accounts and Deductible Bills (17:04)Rate, Review, & Follow on Apple PodcastsMoney Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!FREE GUIDE- Kid Money Boss: School isn't teaching my son about Money. It's up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.FREE DOWNLOAD: "How to Get Your Money in Order as a New Parent" Take the first step toward becoming a money boss for your family with this essential guide to adapting to your new financial reality.

The Bulletproof Dental Podcast Episode 379 TITLE: Do These Before End of Year HOSTS: Dr. Peter Boulden and Dr. Craig Spodak DESCRIPTION In this episode of the Bulletproof Dental Practice Podcast, hosts Dr. Craig Spodak and Dr. Peter Boulden discuss the importance of year-end planning, tax strategies, and personal growth as they reflect on the past year and prepare for the next. The conversation also touches on goal setting, team building, and the responsibilities of leadership in a business context. In this conversation, Craig and Peter discuss the importance of being intentional about health and wellness, especially as they age. Finally, they reflect on the importance of gratitude and personal growth as they approach the new year, encouraging listeners to take stock of their experiences and appreciate the lessons learned. TAKEAWAYS Plan strategically for the end of the year. Invest in equipment wisely to maximize tax benefits. Reflect on personal and professional growth regularly. Set clear goals for the upcoming year. Engage your team in the planning process. Leadership involves taking care of your team first. Celebrate achievements and learn from past challenges. You get one chance at your health; be intentional. Team recognition is crucial for morale and retention. Gratitude can transform your perspective on challenges. Consider the emotional impact of bonuses and gifts on your team. Reflect on the past year to identify growth opportunities. Life's challenges often have hidden blessings. Intentionality in health care can lead to better outcomes. CHAPTERS 00:00 Introduction and Seasonal Reflections 02:51 Year-End Planning and Tax Strategies 08:59 Financial Planning and Business Growth 12:04 Charitable Contributions and Community Responsibility 14:59 Personal Growth and Goal Setting 21:03 Team Building and Employee Engagement 23:59 Leadership and Community Support 32:52 Maximizing Health and Wellness 39:00 Intentional Health Care Planning 46:47 Team Bonuses and Recognition 54:51 Gratitude and Reflection for the New Year REFERENCES Bulletproof Health Retreat 2025  Bulletproof Summit Bulletproof Mastermind

Join the call here - https://us02web.zoom.us/j/81851436384?pwd=kz0nrcxjP2C65bRaWbbla6n0N9eoNa.1 Be sure to join us for the Business of Strength Sales Summit this January 9/10 at Hotel Nycak! Sign up here - https://sales.businessofstrength.com Year End Planning Breakdown -https://docs.google.com/document/d/1SEwa3S_BRyWnsNWLUEsUXvWExQ4LxjLw/edit?usp=sharing&ouid=102340243893715783842&rtpof=true&sd=true

In this weekly recap, Amber Kuhn highlights fee management and strategic business planning. On Monday, Matthew Jarvis was joined by Lacey Shrum from Smart KX to explore the often-overlooked art of billing and fee collection. They revealed that many advisors underestimate their value, leaving money on the table through inconsistent billing practices and fear of raising fees. On Thursday, Jamie recommended taking a strategic approach to year-end business planning. She introduced the "3 Ps" client evaluation method: assessing clients' personability, productivity, and profitability. Jamie broke down essential metrics for financial practices, including pipeline analysis, client account sizes, and critical financial calculations like EBOC (Earnings Before Owner Compensation) and EBITDA. Resources in today's episode: - Episode Website - Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286] - Show Me Your EBITDA

Updating your balance sheets, what to do with your annual raise, and "Christmas Vacation": First National Wealth Management's Adam Cox, Kyle Cipperley, and Don Rahn have a conversation about all things year-end to close out Season 6.You can find more episodes of Common Cents on the Prairie™ on Apple Podcasts, Spotify, YouTube, Amazon Music, and on our website.Watch every episode on YouTube, and subscribe to First National Bank's channel!Follow First National Bank on FacebookFollow First National Bank on InstagramFollow First National Bank on TikTokFollow First National Bank on X (Twitter)

Send us a textIn this episode of Quilting on the Side, Andi and Tori share their ultimate guide to wrapping up the year successfully and preparing for a thriving new year in your creative business.What You'll Learn:The importance of year-end maintenance: from inventory counts to financial organization and using bookkeeping tools.How to conduct a systems check to ensure your automations are running smoothly and efficiently.Tips for evaluating your marketing ROI with a simple metrics meeting to see what's working (and what's not).Reflections on what made the past year successful and strategies for planning and goal-setting for the year ahead.Why taking time to rest and brainstorm can supercharge your creative energy and set you up for success.Resources like Paper + Spark to help streamline bookkeeping and financial planning.Whether you're a quilter, crafter, or creative entrepreneur, this episode is packed with actionable tips to help you streamline your business, reflect on your progress, and set powerful intentions for the year ahead.

Are you stressed about year-end planning for your small business? In this insightful episode of Grownlearn, Ori Elraviv—a seasoned entrepreneur with decades of global experience—shares his proven strategies to make year-end planning stress-free and effective. Discover essential elements to consider, from goal setting and team alignment to financial reviews and growth strategies tailored for SMEs. Ori's inspiring journey from co-founding startups in China to leading major online media acquisitions adds depth to his advice, offering practical lessons for entrepreneurs of all backgrounds. Watch now to gain actionable insights and ensure your business wraps up the year successfully while setting the stage for growth in the year ahead. ------------------------------------------------------------------------------------------------- Follow Grownlearn on X: https://x.com/grownlearn1729

Ever wondered how Edward Jones grew to $2.1 trillion without giving away the keys to the kingdom?  In this recap episode, Amber shares highlights on how you can learn from others' success and how to really plan for the next year. On Monday, Matt and Micah discussed scaling your practice beyond the mythical "150-client ceiling" and challenged the "financial hobby" mindset, proving that success isn't just about throwing shade at industry giants—it's about stealing their secrets (legally, of course).  On Thursday, Jamie swooped in with a year-end planning episode that'll make spreadsheet skeptics weak in the knees. From converting prospects into clients faster than a compliance officer can say "no" to transforming your practice to a powerhouse, this episode is packed tighter than a financial advisor's calendar during tax season. Resources in today's episode: - Episode Website - Compliance ‘Adverse' [Episode 285] - Year-End Business Planning How To

Todays show: In the latest edition of Startup Finance Basics, Jason sits down with Scott Orn from Kruze Consulting to tackle essential year-end planning for startups. "Year-End Planning: Setting Your Startup Up for Success," covers crucial topics like assessing next year's fundraising needs, crafting an operating plan, preparing for taxes and compliance, and more. Don't miss these practical tips to ensure your startup is ready to thrive in the new year! * Timestamps: (0:00) Kruze COO, Scott Orn, joins Jason (2:17) Evaluate Your Fundraising Needs for Next Year (7:05) Financial Statement Review and Clean-up (8:34) Set High-Level Goals and Strategy (11:27) Cost Optimization Review (13:39) Create Next Year's Operating Plan (17:19) Tax and Compliance Planning (19:02) Team and Equity Management (20:22) Cash Management Strategy * Check out Kruze: https://kruzeconsulting.com Check out more Finance Basics here: THISWEEKINSTARTUPS.COM/basics * Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com * Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp * Follow Scott: LinkedIn: https://www.linkedin.com/in/scottorn X: https://twitter.com/scottorn * Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland * Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com * Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

As the days get shorter and the day-to-day business tasks get a little slower, it's important to take the time to reflect on the year that was and do some planning for the year that is to come. Today we get into some of the methods each of us have for looking back on the past year and setting ourselves up for success in the year to come so we can "finish strong and start stronger." Enjoy The Show! ---- Show Notes: 4:15 - Year End Assessment Routines 20:45 - Planning For The Year To Come 29:25 - Strategize on Solving Challenges ---- Links: Talkin' Shop Podcast - w/ Jon Harris, Baer Halverson, & Benji Bolick

In this episode, Ray Sclafani discusses the essential strategies for financial advisors to achieve sustainable growth. He emphasizes the importance of defining growth accurately, enhancing client relationships, building a robust referral system, and setting bold growth targets. Ray Sclafani highlights actionable tactics that advisors can implement to unlock hidden opportunities within their existing client base and pursue new clients effectively. Sclafani also stresses the role of technology, particularly CRM systems and AI tools, in tracking and measuring growth.The three key tactics to set your priorities straight before the new year begins:Build or enhance your tracking system to capture more existing client opportunitiesUpdate your referral and Loyal Client Advocate (LCA) processSet bold goals for new clients, revenues, and assetsKey TakeawaysThe most sustainable growth comes from developing your talent.Organic growth stems from existing client relationships.Implement a robust CRM system to track opportunities.Referrals are a primary driver of client acquisition.Building deep trust with a select group of clients is crucial.Set a 10% inorganic growth target for 2025.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

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Welcome to another episode dedicated to enhancing your retirement journey! Today, we wrap up our series on year-end action items with a focus on charitable and family giving. Discover how strategic charitable contributions can optimize your tax plan and learn about family giving opportunities that can make a difference. We also address your questions and share essential updates, including a correction on HSA contribution limits and an exciting upcoming live case study. Plus, get ready for a December packed with insightful guests like Christine Benz and Michael Easter. Dive in and explore ways to rock your retirement with confidence!PRACTICAL PLANNING SEGMENT(00:30) Today we are going to talk about charitable and family giving.(00:53) I misquoted the HSA contribution limits in episode 565(02:40) In January we are doing another Retirement Plan Live series.03:50 In December we will have several great guests on the podcast including Christine Benz, Daniel Crosby, Michael Easter, and Tanya Nichols.(04:21) Today we're going to talk about charitable and family giving(05:30) There's no real impact from a tax perspective on charitable giving unless you itemize your tax return.(07:41)What are ways of giving to a charitable organization?(12:00) You can batch your charitable contributions into one year in order to have a significant impact on the tax you pay in reduction.(14:42)  Let's talk about family giving. You can give up to $18,000 a year in family giving.(16:44) You can pay family educational expenses and medical expenses without limit as long as you are paying directly to the institution.LISTENER QUESTIONS (18:00) I had a discussion with a member of the Rock Retirement Club yesterday about moving to a warmer state in retirement and helped analyze the feasibility of their plan in the different states.(25:14) One question related to the upside portfolio, do I have to build a whole asset allocation?(28:45) Our next question is an audio question related to rebalancing. “Hi, Roger. I have a question about the process of rebalancing your pie cake… what process should I use to refill layer two of my pie cake to continually fund the next five years of my life?”SMART SPRINT(37:55) In the next seven days review your charitable and family giving.BONUS(38:15) Roger shares another excerpt from his grandfather's WWII journal.REFERENCESSimon Sinek- Originator of Humble Pie Quotehttps://simonsinek.com/Red Crosshttps://www.redcross.org/Schwab Donor-Advised Fundhttps://www.schwabcharitable.org/Fidelity Donor-Advised Fundhttps://www.fidelitycharitable.org/Upcoming Podcast Guests:Christine Benzhttps://www.morningstar.com/people/christine-benzMichael Easterhttps://eastermichael.com/Daniel Crosbyhttps://orion.com/thought-leader/daniel-crosbyTanya Nicholshttps://www.align.financial/tanya-nichols/Retirement Podcast Networkhttps://retirementpodcastnetwork.com/Six Shot Saturdayhttps://rogerwhitney.com/six-shot-saturdayShow notes created by https://headliner.app

Click here to watch video version In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin focus on year-end planning strategies for financial advisors. They emphasize the importance of adding value to year-end planning by maximizing tax efficiency for clients. They discuss various tax-saving opportunities such as S Corporation elections, the Augusta Rule, cost segregation studies, and more! Wes encourages advisors to proactively engage with clients and their CPAs to uncover potential tax savings, thereby enhancing clients' profitability and quality of life. In today's episode we will cover: Year-end planning strategies and ideas Importance of helping maximize tax efficiency for clients Need for financial advisors to improve tax knowledge Proactive engagement with clients and their CPAs Identification of potential tax savings opportunities Use of tools like Holistiplan for tax analysis Positioning advisors as trusted partners in clients' financial journeys We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform University series.

We're quickly approaching the end of the year, and, as always, there are some items to take care of from a financial planning standpoint. Before we turn the calendar over to the new year, let's talk about 5 to-dos to put on your checklist for the year-end.   Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

As the end of November approaches, it's a great time to take a closer look at your financial plans and make any necessary tweaks to prepare for the year ahead. That's why this week, Jude and Marc are sharing some financial items that you should be thinking about as the year winds down. Whether it's reviewing your retirement contributions, exploring tax-saving strategies like QCDs, or tax-loss harvesting, let's make sure you're finishing the year on a high note.   Here's some of what we discuss in this episode: 0:00 – Intro 0:48 – The importance of tax loss harvesting 4:55 – Maximizing retirement contributions 8:23 – Optimizing tax brackets 10:29 – Charitable contributions and QCDs 12:41 – End of year savings and HSAs 16:02 – Bunching deductions   Get the "What Issues Should I Consider Before The End Of The Year?" Guide here: https://drive.google.com/file/d/1-uGZpXb4KdavKB2JEjolQot5xYIdZ7EM/view?usp=sharing   Connect: Website: https://centrusfs.com/podcast/   Call: 800-779-4592 Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

SCHEDULE YOUR FREE YEAR END PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com At the end of every year, there's a list of prudent steps to consider that can make a big positive difference to your financial prospects — but only if you take them before January 1st arrives. If 2024 was a good year to your portfolio, don't fumble your success right at the goal line by failing to take the right measures. Or if your wealth goals didn't go according to plan this year, then do everything you can to increase the odds for a better performance in 2025. From tax loss harvesting to portfolio rebalancing to maximizing your retirement contributions, there's a substantial number of smart tactics you should look into taking now — while you still have time. A top challenge regular investors have with year-end planning is that it sneaks up on them. The winter holidays arrive before you know it and then…a lot of these steps just don't get taken. Which is a shame, because a little prudent attention on these today can result in outsized benefits in the future. Another challenge is that many investors just simply don't know the right year-end planning steps to take, or how to take them. In today's video, we sit down with Richard Rosso and Danny Ratliff, the financial planning experts at Real Investment Advice (Lance Roberts' firm) for a deep dive into these end-of-year best practices. --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Join David Milanec, CPA, President, and Founder of Katz Milanec CPA Tax Firm, and Sean Claiborne, U.S. Army National Guard Veteran, for a comprehensive discussion on preparing for the 2025 tax season. Learn about year-end tax planning, gift tax exclusions, estate planning, and strategies to reduce your tax liability. Perfect for individuals, small business owners, and high-net-worth taxpayers!

Join us in this insightful episode as we continue our series on year-end action items, focusing on optimizing your retirement planning. Today, we delve into the intricacies of withdrawing assets, discussing everything from flexible spending accounts to inherited IRAs. We also explore the concept of "gear, not stuff" with insights from Michael Easter, and how making thoughtful purchasing decisions can impact your financial health and the environment. Don't miss our deep dive into tax strategies and the importance of building a resilient retirement plan. Plus, we answer listener questions about decumulation, working with financial advisors, and more. Tune in to take actionable steps toward a secure and fulfilling retirement!PRACTICAL PLANNING SEGMENT(00:00) This week we continue to discuss year end action items to optimize your retirement planning(00:50) We are gearing up for a retirement plan live case study for January. This time we will be focusing on someone who is single with no children.(02:10) Roger shares an anecdote about having his kitchen cabinets painted and discusses gear versus stuff.(05:00) Roger discusses the importance of buying high quality items that last.(07:25) Today we're going to talk about accounts we should consider withdrawing money from before the end of the year. First up are FSA accounts.(08:14) The next accounts we are going to talk about are inherited pre-tax accounts.(09:30) If you inherited an IRA prior to January 1, 2020, your required minimum distribution is required to be taken out by the end of this year.(10:48) What happens if you inherited an IRA after 2020?(12:25) Since the Secure Act 2.0 started in 2023, the penalty for not taking the required minimum distribution is 25% of what you should have taken.(13:35) The next type of required minimum distributions we are going to talk about are those that are age related for original IRA owners.(15:03) Proactively taking qualified distributions can lower your overall tax rate in retirement.LISTENER QUESTIONS (20:44) Next Month, we'll focus on answering some of your questions on AskRoger.(21:12) The first question comes from Scott about principal versus interest and decumulation.(28:59) Next, Joy says she needs help with retirement planning and decumulation of assets.(32:45) Mike asks about decumulation and resilience. How should pre-retirees position retirement assets as they reach the last five years or so before retirement?(39:11) Tom asks about the five year rule for Roth 401k conversions.SMART SPRINT(41:08) Take a look at the items that we talked about in terms of withdrawing assets.BONUS(41:45) Roger reads another excerpt from his grandfather's war journal.REFERENCESAsk Rogerhttps://www.rogerwhitney.com/askrogerMichael Easterhttps://2pct.comDinkytown Calculators- specifically the 10/40 tax estimatorhttps://dinkytown.netSchwab Required Minimum Distribution Calculatorhttps://www.schwab.comSix Shot Saturdayhttps://6shotsaturday.comShow notes created by https://headliner.app

In this insightful episode of Safer Retirement Radio, Brian Decker tackles some of the essential retirement planning steps you need to consider in light of recent election results and upcoming year-end deadlines. Key Topics Covered: Impact of the Election on Retirement Planning: Understand how the new administration's policies could affect tax laws and your retirement savings. Brian discusses historical market performances under different presidencies and emphasizes the importance of adjusting your financial plan accordingly. Investment Strategies Post-Election: Learn why now might be the time to review your investment portfolio. Brian introduces momentum-based investment strategies and advises on balancing your portfolio with principal-guaranteed accounts and growth-focused investments to reduce risk. Year-End Tax Planning: Roth Conversions: Discover how performing Roth conversions before December 31 can take advantage of current tax rates and potentially save you money in the long run. Tax-Loss Harvesting: Find out how to offset capital gains by strategically selling underperforming assets in your non-qualified accounts. Required Minimum Distributions (RMDs): Ensure you're taking your RMDs correctly to avoid penalties and align with your income needs. Charitable Giving: Explore options like donor-advised funds to maximize your charitable contributions and receive tax benefits. Reviewing Insurance and Estate Plans: Brian highlights the importance of reviewing your insurance coverage—including umbrella liability policies—and updating estate documents such as wills, powers of attorney, and trusts to reflect your current wishes. Long-Term Care Considerations: Assess your long-term care insurance needs to protect your assets and provide peace of mind for you and your loved ones. Don't let political changes catch you off guard. Tune in to gain valuable insights and actionable steps to secure your financial future before the year ends. For personalized advice and to schedule a complimentary consultation, visit DeckerRetirementPlanning.com today.

Join us as we dive into year-end financial planning strategies to optimize your retirement plan. This episode unpacks the essentials of contributing to various accounts like 401(k)s, IRAs, Roth IRAs, HSAs, and donor-advised funds before the year ends. We also discuss Roth conversions and answer listener questions about IRMAA brackets and required minimum distributions. Plus, hear a special tribute to veterans, featuring the first mission of Roger's grandfather, a WWII bomber pilot. Don't miss this comprehensive guide to maximizing your retirement savings and honoring those who served!SMART PLANNING SEGMENT(01:01) Rock Retirement Club is having its last open enrollment for the year.(02:26) This month the theme has been to look at year end planning items in order to optimize your plan of record.(03:40) This week we focus on contributing to assets between now and the end of the year. We will start off by discussing contributing to your 401K account.(05:30) The second thing we want to look at is contributing to an IRA or Roth IRA.(08:37) The next account you might consider contributing to is your health savings account.(10:07) Another thing you might consider contributing to is a donor advised fund or any type of charity.(15:03) The next one I'll talk about today is 529 education plans.(17:00) Another account you might want to contribute to is your after tax investment account.LISTENER QUESTIONS(20:00) Roger talks about 51 missions that his grandfather flew during World War II in honor of Veterans Day.(21:10) Reid is concerned about IRMAA in 2026 regarding Roth conversions.(24:35) David asks a question about projected required minimum distributions for Roth conversions.(28:30) Joe asks about tax brackets and Roth conversions.(31:13) Denise says the more she reads about Roth conversions, the more confused she gets. SMART SPRINT(35:00) If you want to try to do some optimization, grab the worksheets from Six Shot Saturday and go through the lists.IN HONOR OF VETERANS DAY(35:54) In honor of Veterans Day, I'm going to share some missions from my grandfather to thank all of our veterans.REFERENCES Six Shot SaturdayRock Retirement ClubRetirement Answer Man- FREE Resource CenterShow notes created by https://headliner.app

In this episode, we tackle the vital topic of year-end planning for nonprofit organizations, churches, and any mission-driven group navigating the final stretch of the year. Join us as we explore insightful strategies to ensure your organization handles donors with care and integrity, paving the way for continued mission success. In this program we also discuss how recent events, like elections, influence donor behavior and how to anticipate their impact.  Whether you're a seasoned leader or new to the nonprofit world, this episode provides actionable advice to help you end the year strong. Tune in and discover how to nurture your donor relationships and secure the support needed to carry your mission into the new year.

Welcome to a transformative episode where we delve into year-end financial strategies to optimize your retirement planning. Join us as we discuss tax-loss harvesting with Erin Coe, a seasoned planner and tax expert. Learn how to strategically sell capital assets at a loss to reduce your tax burden and explore the nuances of capital gains, wash-sale rules, and more. Plus, we answer listener questions about Roth conversions and annuities. Don't miss this insightful guide to maximizing your financial health!PRACTICAL PLANNING SEGMENT(00:25) Today on the show we begin to explore year-end action items.(02:23) So now that we're into tax season, we're going to do a primer on tax-loss harvesting with Erin Coe.(03:59) Tax-loss harvesting is the act of intentionally selling capital assets at a loss(05:25) Defining what a capital loss is(08:42)The intent is to reduce taxable income and reduce taxable liability (10:12) How do you gauge the impact of this?(13:34) Leave some buffer room to be careful on tax cliffs(15:35) The wash-sale rule means you can't sell a capital asset and claim that loss and then repurchase it within 30 days(21:27) What are some gotchas that we need to watch out for when evaluating portfolios?(22:24) Another problem is those carry forwards, you need to track it every year whether you are using it or not.(26:40) Tax loss harvesting is not just a December activity, it's a year-round sportLISTENER QUESTIONS(28:05) Greg asks a question about Roth conversions for his older relative(34:24) Stanley says his wife has a taxable MYGA, multi year guaranteed annuity, and wants to know if he should take the lump sum or roll it into something else.(40:28) Jay asks about the pie or bucket approachSMART SPRINT(46:50) Review your after-tax accounts looking for unrealized losses and examine whether you can use them productively Join our live event on Roth conversions at livewithroger.com or sign up for the replay at sixshotsaturday.com.REFERENCES Dinkytown.netTurbo TaxRetirement Podcast NetworkSix Shot SaturdayRetirement Answer Man

In this insightful episode, Bill Bell and Jenna Washatka are joined by the entire Advanced Sales Team at Penn Mutual. Directors of Advanced Sales—Lindsay Cigler, Jay Perlman, George Bradley, and Amy Bryant—dive into a range of critical topics in financial and estate planning. From the evolving implications of the SECURE Act and Qualified Charitable Distributions (QCD) to strategic uses of Charitable Remainder Trusts (CRT) and life insurance, this episode offers practical guidance on navigating the complexities of year-end planning. The team also addresses the approaching sunset of the Tax Cuts and Jobs Act of 2017, highlighting innovative wealth transfer strategies that span generations. Tune in for expert advice on optimizing your clients' financial plans.1. Key Takeaways for Financial Professionals:Proactive Estate Planning Before Tax Law ChangesUnderstand the importance of updating estate plans before the 2017 Tax Cuts and Jobs Act sunsets. Learn how to maximize transfer tax exemptions and minimize future tax liabilities for your clients.2. Navigating the Tax Cuts and Jobs Act of 2017 SunsetDiscover critical strategies that leverage life insurance and Nonqualified Deferred Compensation (NQDC) plans to help business owners ensure long-term financial security, even in a shifting tax landscape.3. Charitable Planning for Tax OptimizationExplore the advantages of Qualified Charitable Distributions (QCD) and Charitable Remainder Trusts (CRT) to optimize tax deductions while providing steady income for beneficiaries, creating dual benefits for clients.4. Efficient Retirement and Wealth Transfer StrategiesGain insights into managing Required Minimum Distributions (RMD) and utilizing life insurance as a tax-efficient tool for passing wealth to future generations, ensuring clients leave a lasting legacy.Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.Have a question or comment for Bill?  Drop him an email at: LifeMatters@PennMutual.comFollow UsTwitter @pennmutualFacebook @PennMutualInstagram @pennmutualLinkedIn @Penn MutualPresented by Penn Mutualwww.PennMutual.comThis podcast is for informational purposes. Guests' views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 7174836NS_OCT26

As we approach the end of the year, it's the perfect time to talk about some year-end planning strategies. In this two-part episode, Ben and Dan will cover what you need to know and think about before we head into the new year. Last episode, we focused on updates regarding Social Security, and today, we'll shift our focus to year-end planning from a tax perspective. With significant changes in tax laws on the horizon for 2025, it's more important than ever to be proactive and plan ahead.  Here's some of what we discuss in this episode: Why 2025 is an important year for tax planning How the upcoming election could impact tax laws Considering Roth conversions + year-end contributions to employer-sponsored plans The benefits of HSAs for early retirees + determining the right time to take RMDs The importance of tax loss harvesting at the end of the year   For more, visit us online: https://baschrock-fg.com/

As we approach the end of the year, it's the perfect time to talk about some year-end planning strategies. In this two-part episode, Ben and Dan will cover what you need to know and think about before we head into the new year. Listen in as they discuss the new cost of living adjustments, earnings limits, and the Windfall Elimination Provision. Don't miss part 2 of this conversation and we talk about year-end tax planning!   Here's some of what we discuss in this episode: Social Security Cost of Living (COLA) adjustment The FICA Wage Base and Earnings Test Limit increase The average retirement benefit on Social Security right now The impacts of the Windfall Elimination Provision   For more, visit us online: https://baschrock-fg.com/

As we continue navigating current events and year-end planning, we're taking a closer look at the unique financial strategies for different income levels, including the lower, middle and upper class. We share practical, quick tips tailored to each group, as the approach to year-end planning differs for each. Also, with October being National Financial Planning Month, we reiterate the importance of taking a proactive approach to secure your financial future, and we welcome Dr. Dan Pallesen back to discuss behavioral finance, a very powerful concept when it comes to making decisions about your money.

On this week's episode, we're kicking off year-end planning — an exceptionally important practice when it comes to your finances. We're setting the stage by diving into three financial planning misconceptions, rethinking three common financial practices and welcoming back to the show one of our nearly 500 CERTIFIED FINANCIAL PLANNER™ professionals, Managing Director Ryan Swartz, to share his insights. Tune in and give yourself a successful jump-start on one of the busiest times of the year.

The UBS Advanced Planning Team has just released their 2024 Year-End Planning Strategies whitepaper. Join Senior Wealth Strategist, Jennifer Lan, and Wealth Strategist, Premini Scandurra as they highlight specific topics within the whitepaper, including, charitable giving, the Corporate Transparency Act and a few others of intertest. Host: Daniel Cassidy

Hey Change Maker,  Are you wondering how to insert proactive strategic planning into your work? Do you want to feel more aligned in staying ahead of schedule rather than always trying to catch up? Do you want to spend more time with your family during the holiday season rather than putting out fires?  In this episode, you'll learn why an operations calendar is so important for your leadership and your CEO toolkit. You'll receive a step by step outline for how to create your Q4 operations calendar. Strategic Planning is a powerful way to lead well, helping you to make data-driven decisions, grow your audience, and serve your clients and team well.  Let me know how this helps!  All the best,  Felicia  Next Steps:  Access Year End Power Moves: www.feliciafordandco.com/resources Access Strategic Edge Magazine: www.feliciafordandco.com/resources  Read the Blog: www.feliciafordandco.com/blog 

222 - As the year wraps up, it's the perfect time to get your photography business prepped and polished for the new year! Join me, Nicole Begley, as I dive into the essential year-end action items to help you put a bow on 2023 and prepare for success in 2024!What to listen for:Get practical tips on handling finances, from tracking expenses to prepping for tax season.Conduct an expense analysis to find savings and smart investment opportunities.Review a four-part process for reflecting on your year and preparing for 2024.Discover how to focus on thoughts and hidden blocks that might be hindering your success.How to listen to the best business and craft podcast episodes of the year that you might have missed!I love the year end - and especially the new year.  It feels so expansive and full of possibility.  Especially when you approach it with intention. So, grab a cup of your favorite holiday beverage, and let's see what we can make possible for 2024!IMPORTANT LINKSBEST OF 2023 - Access our curated list of the BEST conversations from 2023! It's free! Save $200 off your first month in Elevate and lifetime access to the previous Elevate retreats - use the code BF23Save $200 when you enroll in Elevate through December 21st - AND receive lifetime access to the previously recorded Elevate retreats. Use the code BF23 to enroll at www.hairofthedogacademy.com/elevate. Would you like a curated list of the BEST conversations from 2023? It's free! Simply go to www.hairofthedogacademy.com/bestof to get access.JOIN THE PARTY: Join our free pet photography community More pet photography resources here Connect on Insta Ready to get serious about your pet photography? Join us inside Hair of the Dog Academy! Check out my gear and my favorite books. Grab my book! Pet and Horse Photography for Everybody