Description

As the year comes to a close, it’s time to make sure your finances are in order before December 31st. In this episode, we go over a practical year-end checklist designed specifically for physicians to help you save money, reduce taxes, and start the new year on solid financial footing.

We’ll cover:

• How to maximize retirement contributions and employer matches
• Smart ways to use your CME funds and professional allowances before they expire
• Tax strategies to consider before year-end, including charitable giving and tax-loss harvesting
• What to check with your HSA, FSA, and dependent care accounts
• Reviewing your investments, insurance coverage, and financial goals for the new year

This episode will help you finish the year strong—organized, confident, and ready to make the most of your money in the year ahead.

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Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching .

You can learn more about Elisa at her website or follow her on social media.

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