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Episode 171: Year-End Money Moves

A stronger-than-expected market can make us feel confident, but the real wins show up when our tax and savings decisions are just as intentional as our investments. We open with what actually moved the indexes lately—resilient earnings, AI noise, and surprising consumer strength—then translate that backdrop into a practical, year-end playbook you can act on before December 31. The goal: keep more of what you earn, compound with less friction, and enter the new year with a cleaner, calmer financial plan.

We walk through the highest-impact moves first. Max your 401(k) match and revisit whether…

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