The end of the year is your moment to take control of your money, not scramble over taxes.
This week, we sat down with Carolyn Rowland, CFP®, EA, Partner and Financial Advisor at Resilient Wealth Planning. Carolyn combines tax smarts with long-term financial planning to help women feel calm, confident, and in charge of their money.
In this episode, Carolyn breaks down the simple year-end moves that can make a major difference for your future, without the stress or confusion. She shares how to make your taxes work for you, the key deadlines that matter before December 31, and why small, consistent steps are the true secret to wealth building. If you’re ready to finish 2025 strong, tune in to hear Carolyn’s strategy that sets you up for 2026 success.
01:02 Meet Carolyn Rowland
04:45 Pre-Tax vs Roth: Which is right for you?
09:05 Year-End Fixes That Boost Your Retirement Accounts
10:20 Quick Tax Tips Before December 31
17:40 Aligning Your Tax & Retirement Plans
23:30 Carolyn’s Definition of Financial Freedom
Carolyn shows us how to lock in retirement moves before year-end. For practical next steps and actionable strategies to maximize your accounts, reduce taxes, and protect your assets, join us on Oct 24th for Money Talks: Concrete Strategies to Maximize Your Accounts and Protect Your Assets. Click here to register for FREE and bring your questions!
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