The holiday season is here, and while festivities take center stage, now is the critical moment to make smart financial decisions that set up next year (and your long-term retirement) on the right track.

In this week's podcast, we break down the key year-end actions retirees shouldn't overlook: Required Minimum Distributions, strategic withdrawals, potential Roth opportunities, rebalancing investments, reviewing charitable gifts, and updating long-ignored beneficiary forms. Your tax bill is being shaped right now, and every dollar saved is a dollar that keeps working for you throughout retirement. Listen in.

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Your December Financial Checklist