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11 Year-End Financial Planning and Investing Tips

RL185–11 Year-End Financial Planning and Investing Tips


In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson go through 11 year-end financial planning and investing tips to ensure you end the year on a high. They cover topics like the benefits of having a financial calendar, tax-efficient routes to charitable donations, and things to consider when reviewing your portfolio.


[00:00] Introduction

[01:22] The Benefits of Reviewing Your Financial Plan

[05:37] Why You Need to Start Maximizing Your 401Ks

[08:23] Saving Money on Taxes

[12:18] Check on Your Health and Insurance Coverage

[13:21] Year-End Tax Review

[16:20] The Dos and Don'ts of Making Charitable Donations

[18:15] Gifting and Financial Planning

[20:28] Always Ensure You Have Enough Cash at Hand

[25:29] Planning and Reviewing Your RMDs

[27:39] The Benefits of Creating a Financial Calendar

[28:58] Portfolio Review and Why It's Important

[31:04] Parting Thoughts




For more links and the full show notes keep scrolling down!


Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.


Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.


Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

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Full Show Notes:


End-of-Year Financial Planning

As we enter the final quarter of the year, there is no better time than now to review your financial position. In the three remaining months, you can make some meaningful changes that ensure you end the year strong and start the new year on a high. According to Adrian, the last quarter is usually the best time to utilize some financial planning strategies and maximize your wealth planning for the year. It's also an excellent time to review some of the new year financial resolutions you set for yourself at the beginning of the year. Three months may sound like plenty of time, and there's certainly no rush to get it done. However, the holidays come up quickly, and you wouldn't want to be one of those people scheduling last-minute appointments with their advisors and accountants. So, start now and relax later.


All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

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