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

It's the end of the year...what are we supposed to be doing with our finances? Allow your finance-sis to tell you. 😉

We 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

For tax content follow @the_only_accountant

Resources:

IRS Contribution LimitsRequired Minimum Distributions (RMDs)Tax-Loss HarvestingCharitable Giving RulesFlexible Spending Accounts (FSA)Health Savings Accounts (HSA)529 Education Savings Plans-------------------------------------------------

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About Us 🌚🌞

Market MakeHer is an investing education podcast taught teacher-learner style by a 15-year finance expert, Jessica Inskip, to her very inquisitive beginner investor friend, Jessie DeNuit. We want to help you get better with your “finance-sis” (get it? No finance bros here).

Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We believe that investing is for everyone and that's why we break down complex investing topics - from "Her" perspective. You’ll also learn about free tools and resources on our podcast and we offer a ton of free educational content on our ⁠website⁠ so you can become fin-fluent.

Important Disclosures:

Market MakeHer podcast provides financial literacy education. Tools and resources mentioned are for informational and educational purposes only. Remember, investing involves risk, and there's always a potential for losses when investing in securities. Market MakeHer LLC provides educational content and resources, but we are not registered financial advisors and do not provide personalized investment advice. Consult with a licensed financial advisor before making any investment decisions.