Ready to wrap up your year on a strong financial note? In this episode, Keith Collins of Keith Collins, Inc. walks through the essential end-of-year financial checklist—from maxing out retirement accounts and harvesting investment gains or losses to reviewing RMDs, charitable giving, and Roth conversions. Discover why these steps matter, how to avoid costly mistakes, and what to bring to your first financial consultation. Whether you’re planning for retirement or just want to make smarter money moves, this conversation offers practical advice to help you finish the year with confidence.

 

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

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Ready to wrap up your year on a strong financial note? In this episode, Keith Collins of Keith Collins, Inc. walks through the essential end-of-year financial checklist&mdash;from maxing out retirement accounts and harvesting investment gains or losses to reviewing RMDs, charitable giving, and Roth conversions. Discover why these steps matter, how to avoid costly mistakes, and what to bring to your first financial consultation. Whether you&rsquo;re planning for retirement or just want to make smarter money moves, this conversation offers practical advice to help you finish the year with confidence.
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When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting <a href="https://keithcollinsinc.com/contact/">here</a>.
<a href="https://www.facebook.com/keithcollinsinc">Facebook</a> | <a href="https://www.linkedin.com/company/keith-collins-inc/?trk=top_nav_home">LinkedIn</a>

Defining your financial goals and developing a plan for success can now begin just by pressing the play button. Keith Collins Inc. brings you Safe Money Moves with Keith Collins, a new podcast and your latest resource for professional and experienced financial guidance that goes wherever you do!

On each episode, host Keith Collins will dive deep into the topics that most concern you about retirement and your financial future. From retirement strategizing to estate planning, Keith brings his decades of retirement preparation experience straight to your streaming device so that you can confidently plan for your golden years.

Start streaming now and subscribe to never miss an episode drop!

Defining your financial goals and developing a plan for success can now begin just by pressing the play button. Keith Collins Inc. brings you Safe Money Moves with Keith Collins, a new podcast and your latest resource for professional and experienced financial guidance that goes wherever you do!
On each episode, host Keith Collins will dive deep into the topics that most concern you about retirement and your financial future. From retirement strategizing to estate planning, Keith brings his decades of retirement preparation experience straight to your streaming device so that you can confidently plan for your golden years.
Start streaming now and subscribe to never miss an episode drop!

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