2022 Year-End Investor Checklist (Maximize Your Returns)

As the year comes to a close, it's important to make sure you're taking advantage of all the opportunities available to you in order to maximize your returns. In this video, we'll go over a checklist of things you should do before the end of the year in order to set yourself up for success in 2023.

Timecodes:

0:00 - Intro
0:30 - Max 401K
1:29 - Max Roth IRA
2:34 - Max HSA
3:36 - Give
4:23 - 529 Education Savings Plan
5:55 - Use FSA
6:57 - Tax Loss Harvesting
8:21 - Review Asset Allocation
9:33 - Review Estate Plan
10:23 - Review Insurance Coverage
11:10 - Understand 2023 Tax Changes
12:06 - Financial Goals & Budget for 2023

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DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.