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Contenido proporcionado por Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Year-End Financial Fixes: Essential Moves Before the New Year Ep. 105

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Contenido proporcionado por Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

🎙️ In this episode, Bri and Dr. Jay cover everything you need to know to wrap up the year on a strong financial note! 💡 Get expert insights on essential year-end tasks, from tax planning and harvesting unrealized losses 📉 to understanding capital gains taxes and Required Minimum Distributions (RMDs), especially for inherited IRAs. 🔍
Bri and Dr. Jay share actionable tips on managing Roth IRA contributions, adjusting tax withholdings for future income changes, and optimizing charitable donations. 💰 Plus, learn the importance of reviewing insurance policies, estate planning documents, and even your credit card spending! 💳
Don’t miss out on this opportunity to get your finances in order before the year ends and set yourself up for success in the new year. 🗓️✨ Tune in for the ultimate financial checklist and make sure you're on track to meet your goals! 🎧

✅ Get your copy of Childfree Wealth® Ultimate Financial Checklist here!

Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" today!
- Amazon
- Barnes & Noble
- Bookshop.org
- Books-A-Million

#YearEndPlanning #FinancialChecklist #TaxPlanningTips #RMDs #RothIRA #CharitableDonations #EstatePlanning #CapitalGainsTax #SmartMoneyMoves #FinancialSuccess #WealthManagement #RetirementPlanning #InvestmentStrategy #TaxEfficiency #FinancialGoals

The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

  continue reading

139 episodios

Artwork
iconCompartir
 
Manage episode 443167765 series 3464589
Contenido proporcionado por Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

🎙️ In this episode, Bri and Dr. Jay cover everything you need to know to wrap up the year on a strong financial note! 💡 Get expert insights on essential year-end tasks, from tax planning and harvesting unrealized losses 📉 to understanding capital gains taxes and Required Minimum Distributions (RMDs), especially for inherited IRAs. 🔍
Bri and Dr. Jay share actionable tips on managing Roth IRA contributions, adjusting tax withholdings for future income changes, and optimizing charitable donations. 💰 Plus, learn the importance of reviewing insurance policies, estate planning documents, and even your credit card spending! 💳
Don’t miss out on this opportunity to get your finances in order before the year ends and set yourself up for success in the new year. 🗓️✨ Tune in for the ultimate financial checklist and make sure you're on track to meet your goals! 🎧

✅ Get your copy of Childfree Wealth® Ultimate Financial Checklist here!

Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" today!
- Amazon
- Barnes & Noble
- Bookshop.org
- Books-A-Million

#YearEndPlanning #FinancialChecklist #TaxPlanningTips #RMDs #RothIRA #CharitableDonations #EstatePlanning #CapitalGainsTax #SmartMoneyMoves #FinancialSuccess #WealthManagement #RetirementPlanning #InvestmentStrategy #TaxEfficiency #FinancialGoals

The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

  continue reading

139 episodios

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