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As the year draws to a close, it's time to get both your finances and personal life in order for a strong finish. Today, Harrison explains how small, intentional actions can help you maximize opportunities before December 31. Discover why a little organization now can set you up for a successful 2026 and beyond. Ready to uncover the hidden opportunities in your year-end planning?

Here’s some of what we discuss in this episode:

💰 Tax & Investment Strategies: smart moves to lower taxes and maximize returns

🎁 Charitable Giving: make donations that truly make an impact- and save on taxes

🏢 Business Owner Planning: end-of-year write-offs and profit reinvestment ideas

👨‍👩‍👧‍👦 Estate & Gifting: gift assets wisely and reduce future tax burdens

🧾 Financial Housekeeping: organize accounts, review net worth, and set 2026 goals

Socials:

Instagram- https://www.instagram.com/harrisondquinn

TikTok- https://www.tiktok.com/@harrisondquinn

X- https://twitter.com/harrisondquinn

Facebook- https://www.facebook.com/harrisonquinnusa

LinkedIn- https://www.linkedin.com/in/harrisondquinn/

HDQ Wealth:

Website: www.hdqwealth.com

Request an Introduction: https://calendly.com/hdqwealth/intro?month=2025-05

Information provided is for informational purposes only and does not constitute tax, investment, or legal advice. Please consult a qualified professional before taking any action.

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8 episodes