Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

Don’t be that family staring at last year’s tax bill in April, wishing you’d planned ahead. Rob reveals three powerful year-end strategies and a five-step checklist packed with actionable moves you can make before December 31. A few smart choices today could save you thousands, and help you keep more of what you’ve built.

Here’s what we discuss in this episode:

📅 Fourth Quarter Focus: why smart planning starts before year-end
📉 Tax Loss Harvesting: turning market losses into future tax savings
💼 Employer Plans: maximizing 401(k), profit sharing, and cash balance opportunities
🎁 Giving with Purpose: charitable strategies that create impact and efficiency
✅ Year-End Moves: key actions to reduce your tax bill and boost confidence

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