Ep 153: "Countdown to Financial Freedom: Year-End Money Strategies"

Money & You with Michelle Perkins

The podcast featured a discussion between an entrepreneur, coach, and problem solver about the importance of having a positive relationship with money to achieve financial freedom. The speakers emphasized the need for strategic financial planning, especially towards the end of the year, to maximize retirement contributions, set up accounts like Roth IRAs and HSAs, and review investment portfolios. They also highlighted the significance of mindset in achieving financial goals, suggesting listeners focus on positive self-talk and abundance mindset. Practical tips were provided, such as making extra estimated tax payments, utilizing flexible spending accounts, and engaging in tax loss harvesting. The speakers recommended taking one to two financial actions per week leading up to the end of the year, followed by a period of reflection and mindset adjustment. The discussion underscored the importance of proactive financial management and mindset in achieving long-term financial success.
00:01 - Strategic money planning tips
10:04 - Maximizing retirement contributions
15:36 - Year-end financial adjustments
23:13 - Mindset reset for abundance
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