The Ultimate Year-End Financial Planning Checklist + Big Announcement!

Discover 10 year-end financial planning tips that can help you
maximize savings, minimize taxes, and set yourself up for a
successful new year!

In this episode, the guys are back with an end-of-year financial
planning checklist to make sure you’re set for a strong financial
start to the new year! They’ll walk through ten key actions, like
reviewing your budget, checking up on healthcare benefits, and
maximizing your contributions to keep your finances on track.
From tax-loss harvesting to charitable giving and making
adjustments for the year ahead, Josh and Austin cover each step
to help listeners optimize their financial wellness.

And stay tuned—there’s a special announcement about the podcast
that you won’t want to miss!

For the show notes, transcript, and resources, visit
theinvesteddads.com/225


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