The Agent of Wealth
Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.
The Agent of Wealth
The 2024 Year-End Financial Planning Checklist
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Marc Bautis
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Episode 224
The decisions you make today could have a big impact on your taxes, savings, and investments next year. Are you ready to act? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives into the essential financial planning tasks to complete year-end. With December 31st deadlines looming, Marc provides actionable advice to ensure you're maximizing your financial opportunities and staying ahead of potential tax pitfalls.
In this episode, you will learn:
- How to leverage tax-loss harvesting and manage capital gains effectively.
- The benefits of Roth conversions and how to determine if they’re right for you.
- Key considerations for retirement contributions, RMDs, and 401(k) strategies.
- Tips for optimizing charitable giving and flexible spending accounts (FSAs).
- Why annual financial checkups are critical and how year-end planning can set the stage for financial success.
- And more!
Resources:
Episode Transcript & Blog | The 2024 Last-Chance Financial Planning Checklist | Episode 222 – Maximize Your 401(k): Roth vs Pre-Tax Contributions | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call