Evan Ward breaks down several financial deadlines and things people should watch for before the end of the year with co-host Doug Turnbull. Evan discusses college savings and transfers into and out of those plans for October, reviewing insurance plans in November, and several December deadlines for both giving and contributing to different retirement plans. Evan also talks about adjusting from coaching high schoolers to now focusing on his first-grade son’s basketball team and how that versatility relates to being a financial advisor.