Episode description

Welcome to episode 213 of Love, your Money! In this episode, we’re tackling everyone’s favorite topic — end-of-year wealth planning.

Fun? Maybe not. Important? You bet. Successful investors, business owners, and the seriously wealthy all have clear checklists and strategies they execute at the end of every year. It might sound daunting — but don’t worry, that’s why I’m here.

In less than 30 minutes, you’ll learn everything you need to do to finish your 2023 wealth journey on a high note and set yourself up for a financially successful 2024. In addition to money-saving tax tips, you’ll hear about items many business owners overlook, and unique ideas for earning, saving, and investing more in 2024.

Here’s what you’ll find out in this week’s episode of Love, your Money:

• End-of-year checklists for business owners
• Bookkeeping pro tips 
• Overlooked invoice and payroll items
• Inventory audits 
• Easy-to-miss insurance pitfalls
• Retirement contributions and tax deductions
• Decreasing your taxes by giving to charity 
• Harvesting losses and Roth conversions
• Tracking your net worth 
• Ideas for a wealth-building 2024

Show Notes

To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/financial-routines

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.