The Year-End Money Moves Everyone Ignores (Until It’s Too Late) (EP. 69)
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:
- 10 Essential Steps to Guide Your Children Toward Financial Fulfillment (Ep. 38)
- Don’t Miss These Money-Saving Tax Changes (EP 65)
- Navigating the Economic Landscape of 2025 (EP 47)
Connect with Billy Peterson:
- Peterson Wealth Services: Billy Peterson
- LinkedIn: Billy Peterson
- Facebook: Peterson Wealth Services
- Instagram: Peterson Wealth Services
- YouTube: Peterson Wealth Services
- billy@petersonws.com
- 801-475-4002
Connect with Shaun Peterson:
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