End-of-Year Financial Checklist for a Prosperous 2025

About this episode

Amy Irvine provides essential financial actions to consider before the end of 2025 to optimize financial standing and prepare for future growth.

About the Guest(s): The episode is hosted by Amy Irvine, a financial expert and part of the Money Roots podcast team. Amy Irvine, along with her team, is dedicated to making financial conversations real, relatable, and oriented around personal goals. Although the transcript doesn't detail Amy's professional history, her knowledge and expertise in financial planning and investment strategies are evident throughout the episode. Her commitment to helping listeners understand and manage their finances optimally is demonstrated through her thoughtful advice and insights. Episode Summary: In this insightful episode of the Money Roots podcast, host Amy Irvine walks listeners through essential financial actions to consider before the end of 2025. As the year draws to a close, the episode aims to equip the audience with practical advice to optimize their financial standing and prepare for future growth. Amy covers a breadth of topics, including asset management, tax planning, retirement contributions, and charitable donations, offering a wealth of information to guide listeners through pivotal year-end financial decisions. Throughout the episode, Amy emphasizes the importance of…

People in this episode

Host: Amy Irvine

Topics covered

• financial planning
• tax planning
• retirement contributions
• asset management
• charitable donations

Keywords

• financial checklist
• 2025
• capital losses
• tax obligations
• mutual funds
• estimated tax payments

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