POM023: End of the Year Activities for Personal Finance & Business
In this episode, we’re going to talk about the financial actions you need to take before the end of the year. We’ll go over personal finance actions as well as actions for your business. These are to get you to reach your financial goals for this last quarter, lower your tax burden as much as you can before filing taxes, as well as set you up for success with your financial goals for next year.
This is by no means an exhaustive list, but you’ll definitely be able to take steps that will have a significant impact. Some of the topics discussed are:
- Retirement accounts
- Charitable contributions
- Estate plan
- Business cash flow
- Business financial data analyses
- Business goals
Check it out and get in action to fit in what you can before the end of the year.
Resources Mentioned:
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Research nonprofit organizations – IRS, GuideStar, or Charity Navigator
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Checklists:
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