End of Year Financial Planning Strategies For 2023 (Part 1)

End of Year Financial Planning Strategies For 2023 (Part 1)

It’s that time of year! Join us for a thoughtful episode where we unpack some end of year financial planning strategies for 2023. We’ll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.

Dan Oaklief, RICP®, CPFA® joins us for today’s conversation. Together, we’ll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on some strategies to maximize your year-end bonus. Join us as we discuss planning ahead for major expenses in the new year, tax efficient gifting, and more.

Don’t miss part 2 of this conversation, where we’ll discuss specific financial planning strategies for the new year!


Here are some key takeaways from this episode:

– Making the most of your year-end bonus

– Tax planning: tax-loss harvesting, RMDs, Roth conversions, tax changes coming in 2026

– Planning ahead for significant expenses + cleaning up debt and looking at health insurance

– Staying within gifting limits + recent rule changes to the 529 plan


Year-End Planning Strategies For 2023


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