Holiday shopping isn’t the only deadline sneaking up—your financial checklist matters too. In this episode, Paul and Travis break down critical year-end moves like maximizing 401(k) contributions, Roth conversions, and charitable giving strategies that can impact your taxes and retirement income. They also tackle the risks of procrastination and dive into the AI-driven market surge—what it means for your portfolio and why diversification is key. If you’ve wondered how to keep your retirement plan on track while navigating market trends, this conversation is packed with practical insights you can’t afford to overlook.

6 Money Moves Wealthy People Always Make Before New Year’s

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!

Contact Us: Ivanoff Wealth Management