In this episode of the Resilient Investors podcast, the team welcomes author Carl Richards to discuss his latest book, "Your Money: Reimagining Wealth in 101 Simple Sketches." Carl shares insights from his journey as a financial planner and author, emphasizing the importance of conversations about money and the role of attention as a valuable resource. The discussion explores themes from Carl's book, including the concept of "conversation grenades" and the significance of aligning financial decisions with personal values. The episode also features contributions from co-hosts Kim Gaxiola and Carolyn Rowland, who share their perspectives on financial planning and the challenges of discussing money.

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In this episode of the Resilient Investors Podcast, Victor and Kim Gaxiola discuss essential financial strategies to consider before the end of the year and how to prepare for 2026. They cover topics such as tax law changes, ROTH conversions, required minimum distributions, tax loss harvesting, and employee retirement contributions. The episode emphasizes the importance of proactive tax planning and working with financial professionals to navigate upcoming legislative changes.

Key Takeaways:

• Consider ROTH conversions to lock in current tax rates.
• Ensure required minimum distributions are completed to avoid penalties.
• Explore tax loss harvesting to offset capital gains.
• Maximize employee contributions before year-end deadlines.
• Stay informed about upcoming tax law changes in 2026.
• Work with financial professionals for personalized advice.
• Understand the impact of the TCJA sunset on tax brackets.
• Review your charitable giving strategies beforethe year concludes to ensure you maximize available tax deductions.
• Update beneficiary designations on retirement accounts and life insurance policies so they remain in alignment with your overall estate plan.
• Consider whether you qualify for energy-efficient home improvement tax credits as part of your annual tax reviewprocess.

Subscribe now to stay updated on future episodes and join us on this journey to financial empowerment.

Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or ⁠CLICK HERE⁠ to schedule some time with our team.

Happy Holidays!

This episode of the Resilient Investors Podcast, hostedby Victor Gaxiola, focuses on gratitude as the team reflects on what they are thankful for during the holiday season. Team members, including Christinia, Carolyn, Lucas, and Kim, share personal and professional experiences that highlight the importance of family, teamwork, and personal growth.

The episode emphasizes the value of creating a supportive work family and maintaining traditions that foster connection and joy. We invite you to listen and share your own thoughts on gratitude and holiday traditions. Share with us on social media OR send us an email at hello@resilientplanning.com

HAPPY THANKSGIVING! We are grateful to you our listeners.

Subscribe now to stay updated on future episodes and join us on this journey to financial empowerment.

Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or ⁠CLICK HERE⁠ to schedule some time with our team.