Welcome to The Retirement Quick Tips Podcast, your daily guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and this week, I'm sharing with you a Year-End Financial Checklist for 2025.
A handful of things to check off your list before the end of the calendar year, including making sure you're on track for your retirement contributions, assessing where you're at financially, and tax harvesting in taxable investment accounts.
