Financial Planning Moves to Make Before Year End - Part II

About this episode

This episode provides a year-end checklist for financial planning, covering investments, taxes, retirement contributions, and family money discussions.

Get your money ready for the new year with this special year-end checklist episode. We’ll walk through the key moves to think about before December 31—like tidying up your investments, checking on taxes, and making smart retirement contributions. You’ll also hear ideas for reviewing benefits, insurance, and your “big picture” plan so you start 2026 on solid footing. And since it’s the holidays, we’ll talk about thoughtful gifting and simple family money conversations that can bring everyone onto the same page.

Topics covered

• financial planning
• investments
• taxes
• retirement contributions
• benefits
• insurance
• gifting
• family money conversations

Keywords

• year-end checklist
• 2026
• money management

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