67. Year-End Personal Finance Tips: Investing and Tax Deadlines, Reminders, and Planning

In this episode, Jess Inskip and Jessie DeNuit discuss essential year-end financial strategies, focusing on retirement account deadlines, tax optimization moves, charitable contributions, and even personal finance tips - for all ages and income levels.
 
Be proactive with your financial planning to avoid penalties and maximize tax benefits. You’ll learn various year-end financial strategies, including: 

• FSA and HSA Reminders
• Income Deferral Strategies for Freelancers 
• Employer-Related Benefits and Deadlines
• 529 Plans for the Kids
• Tips for Reviewing Debt and Spending 
• Planning for Future Financial Health

Resources:

IRS Contribution Limits
Required Minimum Distributions (RMDs)
Tax-Loss Harvesting
Charitable Giving Rules
Flexible Spending Accounts (FSA)
Health Savings Accounts (HSA)
529 Education Savings Plans
 

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Market MakeHer is an investing education podcast taught by a 15-year finance expert to her friend, a beginner investor. Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We teach complex investing topics in a different way - from "Her" perspective.

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Investing involves risk. There is always potential to lose money when investing in securities. Market MakeHer LLC provides educational content and resources for informational purposes only. We are not registered financial advisors & do not provide personalized investment advice. Consult with a licensed financial advisor before making investment decisions.