Year-End Financial Planning

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As the year winds down, now’s the perfect time to tighten up your finances and set the stage for a stronger 2026.

In Season 6 Episode 6 (Ep 128) of What Dewey Do?, it’s all about making every money move count before the clock strikes midnight on December 31st. From tax strategies to portfolio rebalancing, this is your last chance to clean up 2025 and position yourself for a profitable 2026.

Year-end planning takes center stage. The checklist includes critical strategies like retirement contributions, tax loss harvesting, charitable giving, RMDs, and maximizing your emergency fund. There’s also a forward-focused look at how to set measurable goals for 2026, automate your investments, and review your insurance.

Don’t miss this episode packed with practical moves that help you save on taxes and approach the new year with clarity.

Quotes:

- Dewey Steffen: "Rebalancing your portfolio brings you back to your target allocation. It’s like a reset button for risk."

- Dewey Steffen: "Charitable giving is a smart tax strategy. Donating appreciated stock can help you avoid capital gains while supporting causes you care about.”

- Dewey Steffen: "Year-end planning isn’t only about December. It’s also about January, February, and the twelve months ahead."

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Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (https://www.evry.media.com) and Broadcast Your Authority (https://www.BroadcastYourAuthority.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207.

Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.