Apple Podcasts
Spotify
Amazon Music
TuneIn
YouTubeIt’s hard to believe the holiday season is here! While you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and plan for the future you deserve.
From maximizing retirement contributions to diversifying investments, boosting your emergency fund, and even revisiting your estate plan, there’s plenty of actionable advice to wrap up the year on a high note. Whether you’re tackling lingering to-dos or planning for the new year, Donna’s insights will help you stay on track and make confident decisions for your financial future. So grab your cocoa, tune in, and let’s finish the year strong- financially and festively!
Here’s what we share in today’s show:
0:00 – Intro
1:40 – Maxing out your retirement contributions
3:39 – Diversifying your investments
5:42 – Reviewing your Social Security strategy
6:24 – Consolidating old retirement accounts
7:59 – Revisiting your estate plan
9:07 – Boosting your emergency fund
10:30 – Scheduling a financial checkup
11:23 – Considering Roth conversions
13:39 – Automating bill payments and savings contributions
15:08 – Reviewing your insurance coverage gaps or overlap
If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.
Phone: (215) 948-3945
Click HERE to schedule a free consultation with Donna
Check out the video version of the podcast HERE
Click HERE for downloadables and resources
Recent Comments