Financial Planning Moves to Make Before Year end - Part I
From Dollars & Common Sense by Wealthway Financial Advisors
December 1, 2025 · 43 min
About this episode
Kevin discusses essential financial planning moves to consider before the year ends.
As the year wraps up, Kevin walks through a checklist of smart money moves to consider before December 31st. He talks about checking your investment gains and losses, making any required IRA withdrawals, and deciding whether to add more to your retirement accounts before the deadline. The show also highlights chances to use HSAs and flexible spending accounts, and to double-check 529 college savings and other big upcoming expenses. Kevin touches on insurance and healthcare items that reset in the new year, so you don’t leave benefits on the table.
People in this episode
Host: Kevin
Topics covered
- financial planning
- investment
- retirement accounts
- HSA
- flexible spending accounts
- 529 college savings
- insurance
- healthcare
Keywords
- year-end checklist
- IRA withdrawals
- investment gains
- healthcare benefits
Mentioned in this episode
Products: IRA, HSA, flexible spending accounts, 529 college savings
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