Wealthion - Be Financially Resilient Plan Like a Pro: Avoid These Costly Year-End Financial Mistakes
Nov 20, 2024
Join Brett Rentmeester, founder of WindRock Wealth, and Brandy Maben, director there, as they dive into essential year-end financial strategies. They discuss crucial tax optimization tips to reduce your tax bill and the benefits of charitable gifting through donor-advised funds. Learn how to maximize retirement contributions and the advantages of 529 plans for education savings. They also reveal insights on building wealth over time and the strategic use of Health Savings Accounts. End your year on a financially savvy note!
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Year-End Financial Planning Essentials
02:00 • 6min
Understanding Withdrawal Penalties and Tax Strategies
08:00 • 2min
Strategic Gifting for Wealth Management
10:16 • 16min
Maximizing Retirement Savings Strategies
26:27 • 8min
Navigating Financial Challenges
34:12 • 13min
Essential Year-End Financial Planning Insights
47:18 • 3min