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

Holiday shopping isn&rsquo;t the only deadline sneaking up&mdash;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&mdash;what it means for your portfolio and why diversification is key. If you&rsquo;ve wondered how to keep your retirement plan on track while navigating market trends, this conversation is packed with practical insights you can&rsquo;t afford to overlook.
<a href="https://www.aol.com/articles/6-money-moves-wealthy-people-171921913.html">6 Money Moves Wealthy People Always Make Before New Year&rsquo;s</a>
Listen to Paul and Travis on&nbsp;<a href="https://patriotla.iheart.com/">KEIB-AM LA </a>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:&nbsp;<a href="https://ivanoffwealthmanagement.com/">Ivanoff Wealth Management</a>

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.

That’s why Ivanoff Retirement Insights is here to help. 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!

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.
That’s why Ivanoff Retirement Insights is here to help. 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!

Ivanoff Retirement Insights

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.

That’s why Ivanoff Retirement Insights is here to help. 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 | Travis Ivanoff

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.
That’s why Ivanoff Retirement Insights is here to help. 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: <a href="https://ivanoffwealthmanagement.com/">Ivanoff Wealth Management | Travis Ivanoff</a>

Year-End Financial Moves You Can’t Ignore | Is the AI Boom a Bubble? What Retirees Need to Know | Why Procrastination Could Cost You in Retirement Planning

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