1897: Simple Year-End Money Moves with Big Pay-Offs
So Money with Farnoosh Torabi
Farnoosh Torabi
4.7 • 2K Ratings
🗓️ 27 October 2025
⏱️ 32 minutes
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Summary
As the year winds down, many of us are asking, "What should I take care of financially before December 31st? What can wait until the new year? And how can I build a spending plan that actually reflects the life I want to live?"
We're going to explore all of this, including how to think about emergency funds, the current economic cycle, and how that might affect our plans, as well as the myths around working with a financial planner. To help answer these questions, I've got a great guest, Adrianna Adams, CFP, and Head of Financial Planning at Domain Money, which is a modern financial planning platform on a mission to make expert guidance more accessible, personalized, and transparent.
Adriana has worked everywhere from Wall Street to startups and now leads a team helping clients align their money with their goals and their values.
**I am not a client of Domain Money. I am paid by the Firm to promote its services, which means they I have a financial incentive to say positive things. This should not be taken as investment advice, and results for clients may differ.**
To learn more about Domain Money visit www.domainmoney.com/somoney
Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open!
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Transcript
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| 0:00.0 | Today's episode of So Money is sponsored by Domain Money. To learn more, visit Domainmoney.com |
| 0:05.7 | slash So Money. So Money episode 1897, simple year-end money moves with big payoffs. |
| 0:14.3 | You're listening to So Money with award-winning money guru Farnoosh Torabi. Each day, get a 30-minute |
| 0:20.7 | dose of financial inspiration from the world's top business minds, |
| 0:24.5 | authors, influencers, and from Farnoos yourself. |
| 0:28.5 | Looking for ways to save on gas or double your double coupons? |
| 0:32.2 | Sorry. |
| 0:33.1 | You're in the wrong place. |
| 0:34.5 | Seeking profound ways to live a richer, happier life. |
| 0:39.1 | Welcome to So Money. |
| 0:46.6 | Every situation is different. There's no one size fits all. A cookie cutter plan doesn't work in my opinion. So what I like to do personally and with clients through coaching is list out everything that we want to accomplish |
| 0:55.2 | and let's put a timeline or a deadline on each thing and then let's reorder it |
| 1:01.3 | based on how we want to tackle it. |
| 1:03.6 | So for things like IRA contributions and things like that, you actually have until April |
| 1:08.2 | when you file your taxes to meet those deadlines. So there are some |
| 1:13.1 | things that have flexibility that don't have to be done by year end, but you don't know what you don't |
| 1:18.5 | know. Welcome to So Money, everybody. I'm Farnoosh Tarabi. Well, as the year winds down, many of us |
| 1:24.7 | are asking, what should I take care of financially before December 31st? |
| 1:29.4 | What can wait until the new year? And how can I build a spending plan that actually reflects |
| 1:34.9 | the life I want to live? We're going to explore all of this, including how to think about |
| 1:39.4 | emergency funds, the current economic cycle and how that might affect our plans, as well as the myths around |
| 1:45.9 | working with a financial planner. To help answer these questions, I've got a great guest, |
... |
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