FINANCIAL PODCAST - Your Year-End Checklist

Triad Podcast Network

As we approach the end of the year, Jennifer Johnson of Three Magnolias Financial Advisors shares essential tips and reminders to help you maximize your financial benefits before 2025. From retirement plan contributions to charitable donations, Jennifer covers the critical steps you need to take to optimize your finances and avoid missing out on potential tax savings.

In this episode, we delve into the importance of reviewing your 401k contributions, especially as the limits increase annually. Jennifer also highlights the significance of establishing retirement plans for small business owners and the strategic advantages of utilizing flexible spending accounts before year-end. Additionally, she offers valuable insights into maximizing charitable contributions and the benefits of bundling donations for tax purposes

Whether you're planning for retirement, considering charitable giving, or navigating the complexities of health savings accounts, Jennifer provides actionable advice to help you make informed decisions. Don't miss this opportunity to ensure your financial well-being as we transition into the new year.

For personalized financial guidance, contact Jennifer Johnson and her team at Three Magnolias Financial Advisors by calling 336-701-1600 or emailing Jennifer at [email protected].

The Triad Podcast Network is proudly sponsored by The Ginther Group Real Estate, Ashley McKenzie-Sharpe of Highlands Residential Mortgage, Dewey's Bakery, and Three Magnolias Financial Advisors.

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