Doing These Things Before December 31 Could Save You Thousands

🤗 Join over 550,000+ DIY Investors on the Blossom app (FREE) ➤ Watch on YouTube: In Episode 11 of our retirement series, "Second Act", I walk through a year-end checklist for retirees, covering income decisions, RRIF/TFSA rules, charitable giving, estate updates, and portfolio tune-ups to ensure a smoother and more tax-efficient retirement. Also in this episode: 🧾 Reflecting on the year helps uncover spending surprises and potential plan adjustments. 📉 RRSP and RRIF timing can make a big difference in tax efficiency. 🎁 Charitable donations and family gifting offer emotional and tax advantages. 📊 Rebalancing your portfolio now helps maintain proper risk levels. 📂 Estate planning updates save stress and prevent costly errors later. 🎯 Setting goals for the new year defines your income needs and lifestyle direction. Thank you to Harvest ETFs for supporting this series. Learn more about Harvest here: Harvest Insights: Chapters 00:00 Intro 00:50 The Big Picture - Time to Reflect 03:18 Registered Deadlines 05:16 TFSA Transactions 06:42 Harvest Insights 07:49 Gifts & Giving 09:15 Portfolio Checkup 10:50 Estate Planning 12:44 Looking Forward to Next Year ----------- 📥

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Doing These Things Before December 31 Could Save You Thousands is an episode from The Investing Academy Podcast by Brandon Beavis, Marc Beavis.

This episode is 14:35 long.

This episode was published on Dec 19, 2025.

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