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11-1-24 Ten Money Smart Things To Do Before Year’s End

2024 isn’t over yet. So here are 10 smart money moves to make right now.
Saving money should be a year-round endeavor, but life gets in the way just like anything else. So with 2024 coming to a swift, thankful end, take advantage of the fourth quarter to accelerate your financial acumen, bolster your balance sheet and successfully springboard into the new year. Danny and Matt share year-end financial planning tips , smart money moves, and tax-saving strategies for the end of the year; plus investment adjustments for year-end, and a personal finance checklist for 2024.

3:18 - Investors Are Too Focused on Near-Term
14:39 - When Will Valuations Matter Again?
30:21 - Open Enrollment Strategies
44:39 - Year End To-do's

Hosted by RIA Advisors Senior Financial Advisor Danny Ratliff, CFP, w Senior Relationship Manager, Matt Doyle, CFP
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"10 Smart Money Moves to Make Right Now"
https://realinvestmentadvice.com/10-smart-money-moves-to-make-right-now/
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The latest installment of our new feature, Before the Bell, "Markets' Best Since 2018" is here:
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Our previous show is here: "Fact-checking Paul Tudor Jones & Stanley Druckenmiller"
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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Contact Us: 1-855-RIA-PLAN
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Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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