Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
Don’t be that family staring at last year’s tax bill in April, wishing you’d planned ahead. Rob reveals three powerful year-end strategies and a five-step checklist packed with actionable moves you can make before December 31. A few smart choices today could save you thousands, and help you keep more of what you’ve built.
Here’s what we discuss in this episode:
📅 Fourth Quarter Focus: why smart planning starts before year-end
📉 Tax Loss Harvesting: turning market losses into future tax savings
💼 Employer Plans: maximizing 401(k), profit sharing, and cash balance opportunities
🎁 Giving with Purpose: charitable strategies that create impact and efficiency
✅ Year-End Moves: key actions to reduce your tax bill and boost confidence
Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do
Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking
Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
X: https://x.com/RobShelton_FA
Instagram: https://www.instagram.com/axio.wm/
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