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Mind On My Money, presented by Argent Wealth: End of year checklist

MPW Digital

MPW Digital

Sports

4.71.1K Ratings

🗓️ 12 December 2024

⏱️ 41 minutes

🧾️ Download transcript

Summary

Mind On My Money, presented by Argent Wealth: End of year checklist Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Welcome into another edition of Mind on My Money presented by Argent wealth.

0:06.2

I'm Neil McCready, joined by Martin Palomo, there in Argent, at Argent, I should say, in Midgeland, here on December the 12th.

0:15.2

I don't know whether this is our final show of the year.

0:17.5

It's probably our finals, probably our final show before Christmas for sure and probably the final show of the year. I think it is going to be just because the way everything falls holiday-wise this year, I think it's probably it, man, because I'm out next week. And then it's Christmas. We'll see. I think it probably is, but we might. We'll see. All right. Well, for the sake of, of this one, let's assume that it is. And I always get you to tell people, hey, what's going on at Argent and all that kind of thing. This is that time of year that people do two things. One, they start checking out, getting ready for the holidays and maybe get their freezer old fashioned ready to go, that kind of thing.

0:54.9

And they also take a look at their financial stuff and go, okay, I got 19 more days to

1:00.6

figure out tax write-offs and things of that nature.

1:04.3

So I know you're hearing from people this time of year when you do, what are the,

1:08.0

what are the typical conversations about?

1:09.9

What are you kind of advising them to

1:11.8

be on the lookout for yeah actually it's a really good question man um because there are a couple of things

1:17.8

you are right like almost everyone is shut down right now um you know after this week generally

1:24.5

speaking you know people are not calling us except for like a couple of things.

1:30.9

You know, and one of those you kind of hit on, which is, you know, final tax writeoffs, you

1:36.0

know, donations.

1:38.2

And I'm going to talk.

1:39.2

Let's talk about that for a little bit because I'm sure most people, most of our listeners

1:42.9

probably know,

1:45.3

you know,

1:46.1

know these strategies,

1:49.4

but for maybe folks don't or have forgotten or,

1:51.0

you know,

1:51.8

haven't thought about it,

...

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