Year-End Details | Episode Thirteen

As the year draws to a close, it's time to get your financial house in order! In this episode of The About Podcast, we’re diving into year-end financial strategies that can save you money and set you up for a successful 2025.

What You’ll Learn:
~ How to maximize your retirement contributions before the deadline.
~ Smart strategies for tax-loss harvesting to reduce your taxable income.
~ The truth about year-end charitable giving and how to make it work for you.
~ Key tips for small business owners to leverage deductions and stay organized.
~ Why year-end planning is crucial for avoiding costly mistakes like missed required minimum distributions.

Whether you’re saving for retirement, running a small business, or just trying to make the most of your financial situation, this episode is full of practical advice to help you end 2024 on a high note.

Don’t wait—watch now and get ahead of your year-end financial checklist!

Subscribe for more episodes on financial health, tax planning, and making smarter money moves.

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© 2021-2024 Credentialed Wealth Advisors, LLC. All rights reserved. Credentialed Wealth Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discuss