Your Year-End Money Checklist: 10 Steps for Financial Success

Ready to wrap up the year strong? In this episode of Deeply Invested, we share 10 simple but powerful money moves to check off before December 31st. From maxing out tax-advantaged accounts to reviewing your credit report, setting up a holiday sinking fund, and even planning your next career conversation, these steps will help you close out 2025 on a high note and step confidently into 2026. Plus, grab our free downloadable checklist to make it even easier!

 

You can read the full show notes here.

 

Thanks to our sponsor:

 

• Rakuten

 

Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review!

 

Connect with us on Instagram @your.money.style

 

Visit our website for articles, resources, and more at www.liveyourmoneystyle.com

 

Email us: hello@liveyourmoneystyle.com

 

Resources:

 

Download our Check-List

 

Annual Credit Report

 

IRS Contribution Guidelines

Brag List