Year-End Financial Wrap-Up, Tips, And Resolutions | Eric Simonson

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Year-End Financial Wrap-Up, Tips, and Resolutions | Eric Simonson | 108

5M ago 57:41

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Hard to believe that 2024 is almost over but before we close it out, we have some end-of-year financial tips with special guest Eric Simonson, CFP and CEO of Abundo Wealth (an advice-only financial planning firm). Eric shares insights on maximizing different types of contributions, FSAs, charitable donations, and other tax strategies. There are a few things you’ll want to check off your financial to-do list before December 31st; some have a true deadline, and others are smart things you should review every year.

Eric also clues us in on a unique service the firm offers- 'travel hacking'. They love teaching skills such as budgeting for trips, finding cost-effective travel options, and maximizing travel rewards programs for their clients.

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Resources mentioned on the show:

🌐 Abundo Wealth: Advice-Only Financial Planning for Everyone

End of Year Financial Checklist: The Must-Do's

Abundo Wealth Blog

Eric Simonson Interview on Kitces podcast

Beginning in 2025, the catch-up contribution increases for those age 60, 61, 62 or 63 is an extra $11,250

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Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

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