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Discover 10 year-end financial planning tips that can help you maximize savings, minimize taxes, and set yourself up for a successful new year!

In this episode, the guys are back with an end-of-year financial planning checklist to make sure you’re set for a strong financial start to the new year! They’ll walk through ten key actions, like reviewing your budget, checking up on healthcare benefits, and maximizing your contributions to keep your finances on track. From tax-loss harvesting to charitable giving and making adjustments for the year ahead, Josh and Austin cover each step to help listeners optimize their financial wellness.

And stay tuned—there’s a special announcement about the podcast that you won’t want to miss!

For the show notes, transcript, and resources, visit theinvesteddads.com/225

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Are you making the most of your year-end tax planning strategy? In this episode, the guys share the top 10 tax mistakes that could be costing you more than you realize. From the importance of filing away crucial documents to understanding the nuances between Traditional IRAs, Roth IRAs, and 401(k)s, each mistake presents a unique opportunity for improvement. Tune in as they dive into often-overlooked tax deductions, credits, and strategies to optimize your financial plan. Don’t miss out on essential insights that could help you save money and navigate the complexities of the tax system!

For show notes, links, and the full transcript, visit theinvesteddads.com/224

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So the Fed Cut... Now what? The Fed just made a bold move, cutting interest rates by 50 basis points, and if you're wondering how this impacts your investments or even your day-to-day finances, you’re not alone. Many are asking the same question: What does this mean for me? In this episode, Josh & Austin break down why the Fed made this decision, what it signals for the economy, and most importantly, how it will affect your wallet and the market!

For the full transcript, links, and resources, visit theinvesteddads.com/223

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Did you know an HSA could be the ultimate secret weapon for your health and wealth? In this episode, Josh is joined by Associate Wealth Advisor, Chase Rose; The guys dive into what makes a health plan HSA-eligible, how much you should contribute, and the powerful tax advantages that come with it. Tune in as the guys break down the limitations and benefits of HSAs to help you maximize your savings!

For the full transcript, links, and resources, visit theinvesteddads.com/222

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The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Josh and Austin dive into leadership lessons from Admiral William H. McRaven’s book The Wisdom of the Bullfrog and why the best leaders spend time in the trenches with their team. The guys share some stories about leadership that will make you rethink what it means to be in charge, and connect the dots to investing, explaining why founder-led companies with hands-on leaders might be your next great investment.

For the full transcript, links, and show notes, visit theinvesteddads.com/221

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It's time to tackle some of Dave Ramsey's most popular advice and ways Josh and Austin disagree! The guys point out where they think he might be missing the mark. Whether you're a die-hard Ramsey fan or just curious about different approaches to financial planning, the guys break down five key areas where they believe there's a better way. Tune in to challenge the status quo and rethink your financial game plan!

For the full transcript, show notes, and resources, visit theinvesteddads.com/220

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Let's take a look into the world of bonds! Josh and Austin break down what bonds are, how they function, and their role in a diversified portfolio. You'll learn about different types of bonds—government, corporate, and municipal—and the factors that impact bond yields and prices, including interest rates and central bank policies. The episode also covers the risks associated with bonds, such as interest rate and credit risk, and explores strategies for bond investing like laddering and using bond funds. Whether you're new to bonds or looking to refine your investment strategy, this episode will help you make informed decisions.

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The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts