The end of the year is a busy time with multiple holidays, end-of-year deadlines at work, and family gatherings. With all the hustle and bustle, we often neglect our end-of-year financial tasks. This week Michelle and I created a five-step money checklist for the end of the year.

5 Essential Year-End Money Must-Dos

Max out/contribute to your tax-advantaged accounts
Sign up for Health Care and make vision/dental/medical appointments
Spend FSA money
Consolidate Student Loans by December 31
Make charitable donations

Show notes

Top 6 tips: Your year-end financial checklist by Vanguard
How to Do a Backdoor Roth IRA by White Coat Investor
BWS 141. Student Loans and the new SAVE plan with Becca Baldauf from Student Loan Planner

Community Time

If you live in or near Charleston, SC, join our meet-up group! Come to our upcoming ugly sweater party on December 9!

BWS on Social Media

AirHelp: Partner For This Episode
Check out our partner for this episode, AirHelp. AirHelp is a part of the Association of Passenger Rights Advocates (APRA) whose mission is to promote and protect passengers' rights. Click this link if you've had a cancelled or delayed flight as well as support our podcast: AirHelp Affiliate Link

Find more show notes and interact with the Build A Wealthy Spirit community at buildawealthyspirit.com!

149. Five Essential Year-End Money Must-Dos