Welcome to The Live Greater View, the financial planning podcast by VLP Financial Advisors, where we discuss life, money, and perspective. As 2024 draws to a close, it's time to look ahead and prepare for a promising 2025. How do potential changes in the economy, tax policies, and personal goals shape your financial roadmap? Let’s dive in!

In this episode, we explore:

• The Impact of Presidential Elections on Markets: Does a new administration mean market upheaval? We break down the myths and realities.
• End-of-Year Tax Planning: Strategies for managing withholdings, Roth conversions, and maximizing deductions.
• Preparing for Sunsetting Tax Policies: How to plan for 2025 and beyond with potential tax changes on the horizon.
• Maximizing Retirement Savings: From Roth 401(k) contributions to new catch-up rules, we guide you on navigating upcoming changes.
• Goal-Setting for Long-Term Success: Tips for aligning your financial plan with life priorities, like retirement, education, and big purchases.

Gain actionable insights into creating a flexible yet forward-thinking financial strategy. Learn how small steps now can have a big impact on your future.

Practical Takeaways:

• Manage volatility and focus on long-term gains.
• Leverage tax-saving opportunities before deadlines.
• Plan for financial goals with confidence, no matter the uncertainties.

Start planning your brighter future today! Tune in and take control of your financial journey with The Live Greater View.