For What It's Worth - October 2026 - With the Hedley Hoeger Group

Year-End Financial Planning: What Should You Do Before December 31? As the year comes to a close, many people find themselves asking: "What year-end financial planning opportunities should I take advantage of before it's too late?" In this month's For What It's Worth video, Dominic Monk, CFP® and Braden Riehl discuss several important financial planning strategies that are often overlooked during the final months of the year. In just 13 minutes, they walk through key decisions that can impact your finances, taxes, and long-term goals, helping you finish the year with greater clarity and confidence. In this video, you'll learn: ✅ Important open enrollment considerations and benefits decisions ✅ Year-end tax planning opportunities to discuss with your advisor and tax professional ✅ Charitable giving strategies that may align with your financial and philanthropic goals ✅ Financial planning reminders for retirees, working professionals, and those transitioning between life stages ✅ Steps you can take now to prepare for the year ahead Whether you're reviewing benefits, evaluating tax strategies, planning charitable gifts, or simply making sure you're on track for your financial goals, a few thoughtful conversations before year-end can make a meaningful difference. The good news? Many of these planning opportunities don't require major changes, just intentional action before the calendar turns. Featuring: Dominic Monk, CFP® Braden Riehl The Hedley Hoeger Group 💬 What's the most important financial planning item on your year-end checklist? Share your thoughts in the comments below. #YearEndPlanning #FinancialPlanning #TaxPlanning #CharitableGiving #OpenEnrollment #WealthManagement #RetirementPlanning #PersonalFinance #FinancialGoals #InvestorEducation #TheHedleyHoegerGroup #DominicMonk #BradenRiehl #CFPProfessional