End of Year Financial Checklist + Market Update

We’re closing in on the end of the year, which is a great time to catch up on a little rest and relaxation. Before you do that, there are some financial items you should review before the calendar turns to January. We’ll run through a list of five planning considerations on this show, and we’ll also get Don’s thoughts on the recent surge in the market.

 

Read more and get additional financial resources here: https://doncashpodcast.com/podcast/end-of-year-financial-checklist-market-update/ 

 

Download the strategies checklist PDF: https://doncashpodcast.com/wp-content/uploads/2020/12/7-Best-Strategies-for-Year-End-Planning-2020.pdf 

 

What we discuss on this show: 

1:14 – Holiday update

5:29 – Market up nearly 10% in November, surprising?

7:16 – How much is vaccine and treatment related?

8:25 – Value vs Growth companies

13:46 – Roth conversions

16:07 – IRA hardship distribution

17:07 – Qualified Charitable Distributions

18:49 – Estate Planning