12 Financial actions I take at the end of each year. Did I miss one of yours? Retirement Planning. Can I retire Now?
Roth Conversions tax loss harvesting 529 account HSA Annual subscriptions Insurance Health Procedures Giving RMDs Lessons Learned Learning goals for 2025 Review my decisions with someone ------------------------------------------------------------ _*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor* Retirement Tool Link I reference and use and recommend -- Boldin (old name: New Retirement) Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased for 5 years ).
* NEW NAME: BOLDIN All my old links will continue to work for your free trial!*
*Need a CFP to create your professional retirement plan for a one time fee?* I use Neil Fortwendel (812) 471-2492. Neil created my plan. Plan updates as you wish for a smaller fee. Check Neil out on Facebook and LinkedIn. Average Cost: $3500 - includes 12 months coaching!
*DO NOT GO IT ALONE!!!!!!!* *Money Pickle - FREE! use link to set up a FREE 45 minute dialog with a Financial Advisor* No obligation. Get answers to your specific questions. Get an expert to look at your plan.
Video by Lean Driven Reliability LLC This video is not investment advice nor advice at all. For entertainment ONLY and reflects my personal story. Seek professional help to understand your unique situation.
Affiliate Disclosure: Most of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and purchase or set up a discussion. Nevertheless, I only recommend products or services that 1) I currently use or have used or 2) I believe can help the majority of people.
