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Podcast 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. Listen now to learn all of the 11 Year-End Financial Planning and Investing Tips.

[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

To read the Full Show Notes scroll down or click here.

  • 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

Listen now to learn all of the 11 Year-End Financial Planning and Investing Tips.

Select episodes, like this one, can be found on YouTube: https://www.youtube.com/channel/UC0ZZPM3xk6onXNpb1ceAkCg

Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani
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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. Listen now to learn all of the 11 Year-End Financial Planning and Investing Tips.

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.

Listen now to learn all of the 11 Year-End Financial Planning and Investing Tips.

Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants 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. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it’s licensed under a Creative Commons license.

Thank you for listening.

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