Tag: Charitable Giving

Money Moves For The End of The Year
The Year-End Money Moves Everyone Ignores (Until It’s Too Late) (EP. 69)

The Year-End Money Moves Everyone Ignores (Until It’s Too Late) (EP. 69)

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Billy and Shaun dive deep into the smartest financial moves to make before the year wraps up—because what you do in these final weeks can seriously impact your taxes, savings, and long-term financial trajectory. In this episode, they break down practical year-end strategies you can actually use: tax planning that keeps more money in your pocket, holiday spending frameworks that prevent budget blowouts, insurance and estate reviews that protect what you’ve built, and goal-setting tactics that set you up for a stronger, more focused year ahead. If you’re ready to take control of your money, avoid avoidable mistakes, and end the year with clarity and confidence, this is the ultimate financial checklist you don’t want to miss.

Key Takeaways:

  • Max out 401(k) contributions while there’s still time.
  • Use tax-loss harvesting to offset capital gains.
  • Leverage charitable giving strategies for extra tax benefits.
  • Protect your holiday budget—spend with intention, not emotion.
  • Audit your top 5 expenses to uncover easy savings.
  • Review and update insurance policies to ensure proper coverage.

Resources & Previous Episodes of Interest:

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Strategies for Divestiture, Divorce, and Death (Ep. 31)

Strategies for Divestiture, Divorce, and Death (Ep. 31)

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Life’s major milestones greatly affect your finances. Whether you’re starting a family, buying a home, getting married, or going through a divorce, it’s crucial to handle these financial transitions with the right tools and know-how.

Welcome to the conversation of the 3Ds – divestiture, divorce, and death.

Today, Cade Peterson takes on the role of host and interviews Billy and Shaun, both of whom hold Certified Divorce Financial Analyst designations. While this episode delves into their expertise in guiding clients through the complexities of divorce, they also discuss how to manage financial transitions like divestiture (selling a business) and death.

Uncover strategies for the 3D’s as the guys uncover:

  • Understanding the complexities of selling a business including tax implications, deal structuring, and emotional considerations
  • The emotional and financial implications of divorce
  • Personal and client scenarios regarding selling off assets and dividing pensions 
  • End-of-life planning including estate considerations, charitable giving, and the importance of organized documentation
  • And more!

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