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#41: Your Year-End Financial Reset. Tax tips, debt strategies & smart moves for the new year.
Episode 4110th December 2025 • The Prosperous and Happy Life • Mary Hagerman
00:00:00 00:19:23

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As 2025 comes to a close, now is the perfect time to make sure you’re not paying more taxes than you need, and to set yourself up for a strong start in 2026.

In this special edition of The Prosperous and Happy Life Podcast, I team up with  my Associate Advisor Vladimir Truskov and Financial Planner Yannick Rivest to share:

  • Year-end tax planning essentials
  • Smart strategies for registered accounts
  • Debt payoff methods to start the year stress-free
  • Tips for charitable giving and advanced tax moves

Our podcast episode on charitable giving can be listened to here

You can also listen to our episode on the FHSA here.

Access our Tax Planning Checklist!

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