Ready for a financial wake-up call? Americans spend over $950 billion during the holidays, but December is also the perfect time to give your retirement plan a year-end checkup. In this episode, investment advisor Richard Warner shares a practical checklist to help you maximize contributions, make smart tax moves, and avoid costly mistakes before 2026 arrives. Learn why reviewing your 401(k), considering Roth conversions, and handling RMDs the right way can make a big difference. Plus, discover a powerful charitable giving strategy that could save you on taxes. Start your new year with confidence—tune in for actionable tips and expert insights!

Book your complimentary appointment with Richard and the team on warnerfinancialsolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

Follow Warner Financial on Facebook