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Are you missing out on crucial year-end financial moves? In this episode, Tony Jackson breaks down the essential steps to finish the year financially strong—from Roth conversions and FSA strategies to tax-loss harvesting and charitable giving. Discover why a pre-year-end tax review could save you money, how to avoid letting your FSA dollars vanish, and what makes timing so important for retirement account decisions. Tony shares practical tips and relatable stories to help you reflect on your goals and set yourself up for a successful new year. Listen in and get inspired to take action before December 31st!

 

If you’d like to learn more about planning for your future, schedule your complimentary consultation by visiting TheRealMoneyCoach.com or by emailing info@therealmoneycoach.com

 

For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666

Are you missing out on crucial year-end financial moves? In this episode, Tony Jackson breaks down the essential steps to finish the year financially strong&mdash;from Roth conversions and FSA strategies to tax-loss harvesting and charitable giving. Discover why a pre-year-end tax review could save you money, how to avoid letting your FSA dollars vanish, and what makes timing so important for retirement account decisions. Tony shares practical tips and relatable stories to help you reflect on your goals and set yourself up for a successful new year. Listen in and get inspired to take action before December 31st!
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If you&rsquo;d like to learn more about planning for your future, schedule your complimentary consultation by visiting <a href="https://therealmoneycoach.com/contact-us/">TheRealMoneyCoach.com</a> or by emailing <a href="mailto:info@therealmoneycoach.com">info@therealmoneycoach.com</a>
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For more information follow us on <a href="https://www.linkedin.com/in/trmc">LinkedIn</a> or<a href="https://www.youtube.com/c/TheRealMoneyCoach"> YouTube</a> or call us @ (704) 954-8666

The Real Money Coach Podcast is your go-to source for financial empowerment, hosted by the dynamic Rev. Tony R. Jackson. With a career spanning finance, entrepreneurship, and ministry, Tony brings a unique blend of expertise and inspiration to every episode. From his early days as an Accounting Supervisor to becoming a nationally recognized Financial Services Professional, Tony’s engaging style and deep wisdom will leave you informed and inspired. With over 20 years in ministry and a heart for service, Tony’s message is clear: real money starts with real understanding.

The Real Money Coach Podcast is your go-to source for financial empowerment, hosted by the dynamic Rev. Tony R. Jackson. With a career spanning finance, entrepreneurship, and ministry, Tony brings a unique blend of expertise and inspiration to every episode. From his early days as an Accounting Supervisor to becoming a nationally recognized Financial Services Professional, Tony&rsquo;s engaging style and deep wisdom will leave you informed and inspired. With over 20 years in ministry and a heart for service, Tony&rsquo;s message is clear: real money starts with real understanding.

The Real Money Coach Podcast

Don’t Let Your Money Vanish: Year-End Moves You Can’t Ignore

What does a mysterious object in space have to do with your retirement? In this episode of The Real Money Coach podcast, host Tony Jackson draws a surprising parallel between cosmic unknowns and the uncertainties of financial planning. Tony shares practical strategies for retirees to prepare for market volatility, recessions, inflation, and unpredictable tax changes—emphasizing the importance of personalized plans, guaranteed income, and tax diversification. Discover why financial confidence isn’t about predicting the future, but about being ready for whatever comes your way. Tune in for real-world advice and a fresh perspective on building a resilient retirement plan.

If you’d like to learn more about planning for your future, schedule your complimentary consultation by visiting TheRealMoneyCoach.com or by emailing info@therealmoneycoach.com

For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666

What does a mysterious object in space have to do with your retirement? In this episode of The Real Money Coach podcast, host Tony Jackson draws a surprising parallel between cosmic unknowns and the uncertainties of financial planning. Tony shares practical strategies for retirees to prepare for market volatility, recessions, inflation, and unpredictable tax changes&mdash;emphasizing the importance of personalized plans, guaranteed income, and tax diversification. Discover why financial confidence isn&rsquo;t about predicting the future, but about being ready for whatever comes your way. Tune in for real-world advice and a fresh perspective on building a resilient retirement plan.
If you&rsquo;d like to learn more about planning for your future, schedule your complimentary consultation by visiting <a href="https://therealmoneycoach.com/contact-us/">TheRealMoneyCoach.com</a> or by emailing <a href="mailto:info@therealmoneycoach.com">info@therealmoneycoach.com</a>
For more information follow us on&nbsp;<a href="https://www.linkedin.com/in/trmc">LinkedIn</a> or<a href="https://www.youtube.com/c/TheRealMoneyCoach"> YouTube</a> or call us @ (704) 954-8666

Financial Confidence in an Unpredictable World

How many income streams does your retirement plan really need? In this episode of the Real Money Coach Podcast, Tony Jackson breaks down why a single source isn’t enough—and how building “income rivers” can protect your financial future. From Social Security and annuities to stocks, bonds, and part-time work, discover how to balance stability, growth, and flexibility for a resilient retirement. Learn why withdrawal strategies, timing, and personal goals matter as much as the numbers. Tune in for practical tips and fresh perspectives on creating a well-diversified financial safety net.

If you’d like to learn more about planning for your future, schedule your complimentary consultation by visiting TheRealMoneyCoach.com or by emailing info@therealmoneycoach.com

 

For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666

How many income streams does your retirement plan really need? In this episode of the Real Money Coach Podcast, Tony Jackson breaks down why a single source isn&rsquo;t enough&mdash;and how building &ldquo;income rivers&rdquo; can protect your financial future. From Social Security and annuities to stocks, bonds, and part-time work, discover how to balance stability, growth, and flexibility for a resilient retirement. Learn why withdrawal strategies, timing, and personal goals matter as much as the numbers. Tune in for practical tips and fresh perspectives on creating a well-diversified financial safety net.
If you&rsquo;d like to learn more about planning for your future, schedule your complimentary consultation by visiting <a href="https://therealmoneycoach.com/contact-us/">TheRealMoneyCoach.com</a> or by emailing <a href="mailto:info@therealmoneycoach.com">info@therealmoneycoach.com</a>
&nbsp;
For more information follow us on <a href="https://www.linkedin.com/in/trmc">LinkedIn</a> or<a href="https://www.youtube.com/c/TheRealMoneyCoach"> YouTube</a> or call us @ (704) 954-8666

How Many Income Rivers Does Your Retirement Need?

Could your financial habits be quietly aging your retirement plan? In this episode of the Real Money Coach Podcast, host and financial coach Tony Jackson reveals the everyday behaviors that can sabotage your financial future—from waiting to save and missing employer matches to borrowing from retirement accounts and underestimating expenses. Discover why a “spending plan” beats a budget, how compounding works in your favor, and why diversifying your tax buckets matters. Tune in for practical insights and mindset shifts to help you build a stronger financial foundation, no matter where you start.

 

If you’d like to learn more about planning for your future, schedule your complimentary consultation by visiting TheRealMoneyCoach.com or by emailing info@therealmoneycoach.com

 

For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666

Could your financial habits be quietly aging your retirement plan? In this episode of the Real Money Coach Podcast, host and financial coach Tony Jackson reveals the everyday behaviors that can sabotage your financial future&mdash;from waiting to save and missing employer matches to borrowing from retirement accounts and underestimating expenses. Discover why a &ldquo;spending plan&rdquo; beats a budget, how compounding works in your favor, and why diversifying your tax buckets matters. Tune in for practical insights and mindset shifts to help you build a stronger financial foundation, no matter where you start.
&nbsp;
If you&rsquo;d like to learn more about planning for your future, schedule your complimentary consultation by visiting <a href="https://therealmoneycoach.com/contact-us/">TheRealMoneyCoach.com</a> or by emailing <a href="mailto:info@therealmoneycoach.com">info@therealmoneycoach.com</a>
&nbsp;
For more information follow us on <a href="https://www.linkedin.com/in/trmc">LinkedIn</a> or<a href="https://www.youtube.com/c/TheRealMoneyCoach"> YouTube</a> or call us @ (704) 954-8666

Don’t Let Your Money Vanish: Year-End Moves You Can’t Ignore

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