Our End-of-Year Financial Planning & Investing To-Do List for the Remainder of 2021

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

Christmas music is on the radio, which means we're somewhere between Halloween and New Year’s Eve. But before we get to the end of the year and start thinking about some New Year's resolutions, there's still some time left to make sure your 2021 to-do items are checked off, and that includes your financial to-do list.

After a long absence on the podcast – somehow almost two months! – Mitch is back on the airwaves with Nate to cover the top items to have on your financial radar as we wrap up 2021. From Required Minimum Distributions – spoiler: they're back in 2021 after a year hiatus – to Health Savings Accounts (HSAs) to realizing losses on investments, we cover a lot of ground to make sure there's a little something for everyone. 'Tis the giving season, after all.

Questions on what we covered? Or wondering about something else we didn't go over? Drop us a voice message below or send us an email: [e-mail].

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