))
Year-End Financial Planning Checklist, Episode #55
Manage episode 346633646 series 2773629
コンテンツは Trent DeBruin and Andrew Musbach によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Trent DeBruin and Andrew Musbach またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode, we share our checklist of financial planning items we’ve found helpful to address (or revisit) as you approach the end of the year when managing your finances and looking to optimize the many moving parts. While it’s not an exhaustive list, we cover things such as confirming employer retirement account contributions, making backdoor Roth IRA contributions, confirming 529 plan contributions, checking FSA balances and HSA contributions, reviewing your investments, reviewing your charitable giving, and revisiting your overall goals and life situation. Our aim with this episode is to provide some helpful food for thought as we approach the end of the year.
Resources & People Mentioned- Podcast episode #19: The “Other 20%” of Successful Investing
- Podcast episode #23: 5 Strategies for Tax-Efficient Charitable Giving
- Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician
- Download our guide: The Financial Checkup
- https://mdwmllc.com
- Follow on LinkedIn
- Follow on Facebook
Subscribe to The Physician’s Guide To Financial Wellness on Apple Podcast, Spotify, and Google Podcast
65 つのエピソード
シェア
