Close the Financial Door: End-of-Year Money Planning (with FAANG FIRE)

​The end of the year is when the money decisions with real deadlines pile up. Andre Nader of FAANG FIRE and Ari from Sequence will walk through the year-end checklist that keeps your money where it needs to be before tax season and before the calendar-year doors close.

​You'll learn how to:

• ​Estimate your tax bill and top up a tax reserve to the number you calculate

• ​Beat the Jan 1 deadlines, like a backdoor Roth and FSA spending

• ​Rebalance your pay as RSUs vest, toward the mix you actually want

• ​Start January clean, with cards paid at the statement balance and a cash buffer topped up

​Live on Google Meet. Registered guests get the replay.