Ready to turn up the heat on your finances before 2024 comes to a close? We’ve packed this episode with 15 savvy, high-impact financial moves to help you finish the year on top. From maxing out retirement contributions and exploring tax loss harvesting to utilizing backdoor Roth strategies and refinancing high-interest debt, we’re covering it all. We’ll also discuss year-end must-dos like reviewing your insurance, managing FSA funds, and checking your credit report. Tune in to make the most of the final stretch of 2024 and set yourself up for a strong start in 2025.

Key moments:

04:05 Tax-loss harvesting and backdoor Roth IRA can help trim your tax liability 09:47 A personal story on listing income sources to stay in the clear with the IRS 13:40 With interest rates coming down, now might be the perfect time to refinance student loans or your mortgage 17:42 Important tips on updating insurance coverages and taking advantage of open enrollment benefits

Links mentioned:

Like the show? There are several ways you can help!

Follow on Apple Podcasts, Spotify or Amazon Music
Leave an honest review on Apple Podcasts
Subscribe to the newsletter

Feeling helpless when it comes to your student loans?

Try our free student loan calculator
Check out our refinancing bonuses we negotiated
Book your custom student loan plan
Get profession-specific financial planning

Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!

From Coal to Cash: 15 Smart Moves Before the Year Ends