Profit Boss® Radio | Women And Money | Financial Planning | Money Psychology | Personal Finance | Couples And Money

Welcome to episode 213 of Love, your Money! In this episode, we’re tackling everyone’s favorite topic — end-of-year wealth planning. Fun? Maybe not. Important? You bet. Successful investors, business owners, and the seriously wealthy all have clear checklists and strategies they execute at the end of every year. It might sound daunting — but don’t worry, that’s why I’m here.In less than 30 minutes, you’ll learn everything you need to do to finish your 2023 wealth journey on a high note and set yourself up for a financially successful 2024. In addition to money-saving tax tips, you’ll hear about items many business owners overlook, and unique ideas for earning, saving, and investing more in 2024. Here’s what you’ll find out in this week’s episode of Love, your Money:End-of-year checklists for business ownersBookkeeping pro tips Overlooked invoice and payroll itemsInventory audits Easy-to-miss insurance pitfallsRetirement contributions and tax deductionsDecreasing your taxes by giving to charity Harvesting loss