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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.