What if December 31st is knocking at your door, and suddenly you realize you haven’t checked off your financial to-do list? Don’t worry; we’ve got you covered! Tune into this episode of Un Eff Your Finances with Nicholas St. George as we break down the essentials of year-end planning.

In this episode, Nicholas covers everything you need to know about smoothing out your financial journey before the year closes. With a focus on year-end planning, this episode lends a helping hand with a mix of humor and straightforward advice. It’s not about having a crystal ball, but it’s close!

Nicholas discusses: 

• (02:38) Maximizing retirement contributions and why a job switch could make it tricky
• (04:16) The scoop on capital gains and tax loss harvesting
• (07:30) How smart charitable contributions can save you on taxes while doing good
• (10:12) Why reviewing your budget and savings goals is a must, even when things are peachy
• (15:14) Updating estate plans so your assets go where you intend them to
• (20:32) How insurance coverage checkups can be as crucial as that fire extinguisher you’ve never used
• (23:23) Tackling tax liabilities head-on to prevent any unpleasant April surprises

Get ready to tick off your financial checklist with us – and remember, procrastination is your wallet’s worst enemy!

Connect with Nicholas St. George:

• St. George Wealth
• LinkedIn: Nicholas St. George
• Facebook: Nicholas St. George
• Phone: 828-481-8836