Ep 82: The Ultimate New Year Checklist: Master Your Money in 2025

Jan 2

The responsible side of each and every one of us knows we should be doing certain financial planning things each year. But we’re busy people and most of us can only make time to do the things that are THE MOST ESSENTIAL. So today we’re going to talk about mastering your money with only the most pressing things people nearing retirement should do.

If you have questions, you can always reach out at hello@brindleandbay.com.

For more information visit us at www.brindleandbay.com

Have a question? Text us! (214) 988-9178

Check out our YouTube channel here!

In this episode:

[2:39] Review Retirement Income

[3:25] Adjust Your Withdrawal Strategy

[4:53] Plan RMDs

[5:33] Optimize Tax Planning

[6:33] Consider Roth Conversions

[7:01] Plan for Tax Efficient Withdrawals

[7:40] Reassess spending and budget