149. Five Essential Year-End Money Must-Dos

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 

1. Max out/contribute to your tax-advantaged accounts 
2. Sign up for Health Care and make vision/dental/medical appointments
3. Spend FSA money
4. Consolidate Student Loans by December 31
5. 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

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• Youtube

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

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