In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson go through 11 year-end financial planning and investing tips to ensure you end the year on a high. They cover topics like the benefits of having a financial calendar, tax-efficient routes to charitable donations, and things to consider when reviewing your portfolio.

[00:00] Introduction

[01:22] The Benefits of Reviewing Your Financial Plan

[05:37] Why You Need to Start Maximizing Your 401Ks

[08:23] Saving Money on Taxes

[12:18] Check on Your Health and Insurance Coverage

[13:21] Year-End Tax Review

[16:20] The Dos and Don'ts of Making Charitable Donations

[18:15] Gifting and Financial Planning

[20:28] Always Ensure You Have Enough Cash at Hand

[25:29] Planning and Reviewing Your RMDs

[27:39] The Benefits of Creating a Financial Calendar

[28:58] Portfolio Review and Why It's Important

[31:04] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468. Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.