Year End checklist - December 20

 In this episode, we walk through the essential financial moves you should consider before the calendar turns. We cover a comprehensive range of year-end tasks designed to optimize your tax situation, review your investment allocations, and maximize your retirement contributions. Join us as we provide a clear roadmap to help you tie up loose ends and start the new year on the strongest possible financial footing. 

Navigating retirement finances requires a new set of rules, and this episode breaks down the critical shifts you need to make. We'll cover everything from managing your cash flow and optimizing withdrawals to understanding the tax implications of your nest egg. Discover how to create a sustainable financial plan that provides security and peace of mind for your golden years. 

 On this episode of Your Safe Money Show, Robin is back for a week and we find out how retirement is going for her. We will talk about something many of us dream about - the golden years of retirement. What are the joys, challenges, and surprises of life after decades of hard work? During this show we're going to examine some mid-year 2025 financial steps that could brighten your 2026. 

Call my office at 855-22MONEY, 855-226-6639 if you would like more information or have questions. 

During this show, we'll talk about what to do with your 401(k) if you change jobs, along with some other important 401(k) housekeeping items.