What financial moves should you make before the year is over? Have you talked with your financial advisor about these strategies? Let’s review the items that are most important at the end of the year.
 
Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-66-end-of-year-financial-planning/ 
 
Watch the video podcast: https://www.youtube.com/watch?v=2p7Vl6w2TvM&feature=youtu.be 
 
What we discuss on this show: 







Should we be maxing out retirement contributions as the year winds down?

How does the CARES Act factor into your year-end planning?

Are you planning to make a charitable donation?

What kind of purchases qualify for tax credits?

Ep 67: Which Retirement Lifestyle Is Right For You?

Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!