• The Official End of Year Checklist

  • Dec 6 2024
  • Durée: 30 min
  • Podcast

The Official End of Year Checklist

  • Résumé

  • This week's blogpost -

    End-of-Year Financial Planning with Special Guest Darren Lightfoot

    In this episode of the Thoughts on Money Podcast, host Trevor Cummings welcomes special guest Darren Lightfoot to discuss end-of-year financial planning. The episode covers a range of practical topics including creating a checklist for year-end, the importance of making contributions, distributions, and donations before the year closes, and strategies for tax-efficient giving. Darren shares his personal experiences and insights from his transition from operations to the planning team at The Bahnsen Group. The conversation also delves into the importance of tracking expenses, earmarking funds for upcoming large purchases, and planning for taxes. This episode is filled with actionable advice to help listeners prepare for the financial year's end.

    00:00 Welcome to the Thoughts on Money Podcast

    00:03 Meet Our Special Guest: Darren Lightfoot

    00:55 The Importance of Year-End Checklists

    01:17 Packing Woes and Family Dynamics

    03:13 End-of-Year Financial Planning Tips

    05:13 Tax-Efficient Charitable Giving

    08:42 Understanding Contributions and Distributions

    14:53 Gifting Strategies for Family Members

    19:04 Tracking Expenses and Market Insights

    25:21 Final Thoughts and Tax Considerations

    26:42 Closing Remarks and Listener Engagement

    Links mentioned in this episode:

    • http://thoughtsonmoney.com
    • http://thebahnsengroup.com
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