As the year comes to a close, it's important to take stock of your financial situation and make sure you're set up for success in the coming year. In this episode, I’m giving you a list of to-dos to focus on and accomplish before the end of the year so you can get your financial house in order. By taking care of these few things now, you’ll be able to start 2023 on on the right foot and set yourself up for financial success.

Get your pen and paper ready to take notes as I explain how tax loss harvesting works, where you could leverage ETFs in your portfolio, and when you should make charitable donations based on your itemizations. I also share what to look for with your financials if you’re over 72-years-old (or know someone who is), when you should consider converting your IRA to a ROTH, and how to prepare for a slower economy in the coming year.

You can find show notes and more information here: https://bit.ly/3FWhUPl