In the first episode of the new year, Chris answers questions from listeners on finding balance in enjoying your money in retirement while planning for longevity, and whether a Roth 401k makes sense.

Follow YNDY:

https://www.facebook.com/yourenotdeadyetpodcast/

Song of The Week:

https://www.youtube.com/watch?v=Y0Yg9wjctRw

Disclosures:

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual.

To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.

Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

All performance referenced All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

There’s no better time to start pursuing your financial goals than right now. The earlier you start, the more time you have to work toward them. It’s easier to manage your money and make progress toward your goals when you have a strategy. Chris shares 5 things young investors can do now to help put them on the right path.

Roth Episode:

Audio: https://open.spotify.com/episode/39X6jdMiUXYtCIYWeqKsAV?si=35c9d760df00422d

Video: https://youtu.be/GJJwxhSp1Pc

Follow YNDY:

https://www.facebook.com/yourenotdeadyetpodcast/

Song of The Week:

https://youtu.be/IKqV7DB8Iwg?si=VqQPoCGzZZT9YL17

Disclosures:

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual.

To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.

Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

All performance referenced All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

As the end of 2025 approaches, it is time to take a look at your finances and prepare for the year ahead, including tax season. Chris breaks down 5 tax considerations for investors as the year comes to an end.

Roth Conversion Episode:

Audio: https://open.spotify.com/episode/39X6jdMiUXYtCIYWeqKsAV?si=35c9d760df00422d

Video: https://youtu.be/GJJwxhSp1Pc

Follow YNDY:

https://www.facebook.com/yourenotdeadyetpodcast/

Songs of The Week:

https://youtu.be/-0kcet4aPpQ?si=8-dzmBsTHGL_dIYI

Disclosures:

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual.

To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.

Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

All performance referenced All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.