Episode description

As the year wraps up, it’s time to turn our attention to the essential financial tasks that need to be checked off before January 1st, 2025. In today’s episode, we’ll walk you through the key deadlines and action items for your year-end financial checklist—everything from maxing out retirement contributions to taking care of your RMDs.

Whether you're a W-2 employee or a 1099 contractor, there are some critical moves to make before the clock runs out. So, let’s dive in and make sure you’re ending the year on a strong financial note.