POM023: End of the Year Activities for Personal Finance & Business

POM 023 end of year activities

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:

Disclaimer: Some of the links below are affiliate links. This means that if you decide the item will help you and buy it, I will earn a commission. There is no additional charge to you. However, I would never recommend anything to you that I wouldn’t use myself or wouldn’t recommend to my own family. I only recommend things that I believe will be helpful and useful. Do not buy anything unless you believe it will help you achieve your goals.


Research nonprofit organizationsIRS, GuideStar, or Charity Navigator


WISE Financial Fitness™ uses a unique algorithm to assess your financial status and give you the resources and information to build a legacy of wealth.




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