As the year wraps up, are you overlooking key steps that could shape your financial future? In this episode, David Hodson and Glen Hancock share a practical end-of-year checklist to help you maximize retirement contributions, harvest investment gains and losses, avoid costly RMD penalties, and make the most of charitable giving. They also break down Roth conversions, FSA and HSA strategies, and why a year-end review with your advisor can make all the difference. Whether you’re planning for 2026 or just want to keep more in your pocket, these timely tips can help simplify your retirement plan.

Call 800-876-3817, email clientservices@afsretirement.com , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

As the year wraps up, are you overlooking key steps that could shape your financial future? In this episode, David Hodson and Glen Hancock share a practical end-of-year checklist to help you maximize retirement contributions, harvest investment gains and losses, avoid costly RMD penalties, and make the most of charitable giving. They also break down Roth conversions, FSA and HSA strategies, and why a year-end review with your advisor can make all the difference. Whether you&rsquo;re planning for 2026 or just want to keep more in your pocket, these timely tips can help simplify your retirement plan.
Call 800-876-3817, email <a href="mailto:clientservices@afsretirement.com">clientservices@afsretirement.com</a> , or go to <a href="https://www.AFSretirement.com">AFSretirement.com</a> to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

David Hodson and Glen Hancock of Advanced Financial Strategies is proud to provide a podcast option for people seeking to further their financial literacy and plan for their future. “Texas Sized Retirement … Simplified,” will provide tips and a general road map to help navigate what can seem like a long road to retirement filled with hazards and blind turns. Subscribe and tune in as each episode will provide valuable information regarding income planning, tax minimization, legacy planning, and more!

No matter what stage of the retirement journey you are in, “Texas Sized Retirement … Simplified,” strives to help with strategies that build towards your vision.

David Hodson and Glen Hancock of Advanced Financial Strategies is proud to provide a podcast option for people seeking to further their financial literacy and plan for their future. “Texas Sized Retirement … Simplified,” will provide tips and a general road map to help navigate what can seem like a long road to retirement filled with hazards and blind turns. Subscribe and tune in as each episode will provide valuable information regarding income planning, tax minimization, legacy planning, and more!
No matter what stage of the retirement journey you are in, “Texas Sized Retirement … Simplified,” strives to help with strategies that build towards your vision.