Financial Confidence Podcast
Welcome to the Financial Confidence Podcast! Where we help you feel prepared for whatever life brings next. Hosted by Mike Schuster of Schuster Anderson Wealth Advisors, each episode offers practical insights and real‑world guidance to help you make confident, informed financial decisions at every stage of life.
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Fixed insurance offered through various independent insurance companies. Cambridge does not offer tax or legal advice.
Financial Confidence Podcast
Financial Wrap-Up & Future Plans: Year-End Insights | The SA Update | Episode 24
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As 2025 comes to a close, it’s the perfect time to review key financial deadlines and set intentions for the year ahead. In this episode, Mike chats with Paige Wood to walk through important year-end reminders, including charitable giving deadlines, Required Minimum Distributions (RMDs), and Qualified Charitable Distributions. They also dive into what collaboration looks like at Schuster Anderson and hear Paige’s personal New Year’s resolution.
Whether you’re planning your charitable contributions or preparing for a fresh start, this episode offers practical tips and inspiration to finish strong and start the new year with confidence.
0:38 Paige Introduction
1:05 Year-End Reminders
1:26 Charitable Giving and Deadline
1:43 Required Minimum Distribution (RMD) Deadlines
2:10 Qualified Charitable Distribution Deadlines
2:45 Collaboration: What That Looks Like Here at Schuster Anderson
4:22 Paige’s New Year's Resolution
5:04 Conclusion
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