Planning Matters
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5 End of Year Money Moves for a Better 2025

Episode Description:

The end of the year is a great time to start thinking about your finances for the upcoming year. So Peter with Richon Planning and Erin Kennedy are sharing 5 tips you can start now, to help you get on track for 2025.

1. Perform a Budget and Emergency Fund Checkup

2. Max Out Your Roth IRA (and HSA)

3. Consider Tax Loss Harvesting

4. Rebalance 

5. Consider a QCD

If you’d like to talk through your financial goals for 2025 and how you can achieve them, please reach out to Peter for a complimentary consultation by calling (919) 300-5886 or visit www.RichonPlanning.com

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A fundamental understanding of the different options you have available with your money will help you make more effective decisions about your placement of savings and investments, and what each dollar’s job is for you.

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