Catching Up to FI Year-End Financial Wrap-Up, Tips, and Resolutions | Eric Simonson | 108
Hard to believe that 2024 is almost over but before we close it out, we have some end-of-year financial tips with special guest Eric Simonson, CFP and CEO of Abundo Wealth (an advice-only financial planning firm). Eric shares insights on maximizing different types of contributions, FSAs, charitable donations, and other tax strategies. There are a few things you’ll want to check off your financial to-do list before December 31st; some have a true deadline, and others are smart things you should review every year.
Eric also clues us in on a unique service the firm offers- 'travel hacking'. They love teaching skills such as budgeting for trips, finding cost-effective travel options, and maximizing travel rewards programs for their clients.
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Resources mentioned on the show:
🌐 Abundo Wealth: Advice-Only Financial Planning for Everyone
End of Year Financial Checklist: The Must-Do's
Eric Simonson Interview on Kitces podcast
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Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.