))
End of Year Financial Planning for Airline Pilots
Manage episode 455138826 series 3585684
Content provided by Scott Osborn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Osborn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
As the year draws to a close, it's the perfect time to take a step back and review your financial planning. In this episode, Scott discusses important year-end strategies to help you optimize your finances before December 31. He covers key topics like Roth conversions, tax loss harvesting, HSA contributions, and other essential tasks that could make a big impact on your financial situation.
Plus, Scott offers a look ahead to 2025, with insights into changes in tax brackets, contribution limits, and how strategic adjustments today can set you up for a more secure financial future. Tune in for some great insights before the year wraps up!
Here’s some of what we discuss in this episode:
0:00 – Intro
1:40 – When you need to get contributions in
3:54 – Tax loss harvesting
6:20 – Considerations for business owners
8:21 – Contribution limits
10:11 – HSAs
13:51 – Federal tax brackets
15:50 – The power of small adjustments
Resources:
Schedule A Call with Scott: http://callosborn.com/
Scott's Book, A Pilot's Guide To Maximizing Wealth & Cashflow In Retirement: https://amzn.to/3xSn1ii
The Pilot's Planner Website: https://thepilotsplanner.com/
Watch the podcast on YouTube! https://www.youtube.com/@ThePilotsPlanner
25 episoade
Distribuie
