Simply Money Presented by Allworth Financial

On this episode of Simply Money presented by Allworth Financial, Bob and Brian lay out a smart, rapid-fire checklist of year-end money moves to trim your tax bill, boost your wealth strategy, and set yourself up for a strong 2026. From maximizing retirement contributions and handling required minimum distributions to strategic charitable giving and capital gains planning, they’ve got your December 31st deadline covered. They’ll also walk through smart uses for HSAs and FSAs, how to manage equity comp surprises, and why now is the time for business owners to button things up. And don’t miss the tips on tax-smart family gifting and checking your account beneficiaries—small things that make a big impact. This is a packed segment for anyone serious about making their money work smarter as the year winds down.

See omnystudio.com/listener for privacy information.