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Betty’s Smart Ideas – December Edition

The podcast is coming – the podcast is coming!

I have been chatting away with all my smart friends and cannot wait to launch my podcast – Betty’s Smart Friends – the third week of January!  I cannot wait for you to listen in! Find me on Apple, Spotify and my YouTube channel @bettyfinancial (you can even subscribe now and stay in the loop!) But don’t worry, I’ll be sending more reminders in the new year.



As I look back at 2024 there were some things that brought me lots of joy:

Best fiction books I’ve read:
If you like a little sci-fi – Red Rising series by Pierce Brown was captivating.  A Little Life by Hanya Yanagihara was brutally beautiful and I also LOVE LOVE LOVED James by Percival Everett.

Best nonfiction book:
 The Life Brief by Bonnie Wan – A playbook for no regrets living.

The Best Meal I Had This Year: (on a trip of a lifetime!)
Shabu Shabu at Hyoto Shijo Karasuma in Kyoto, Japan

Best New Tip That Made Me Feel Better: 
The concept of impermanence – everything is always in flux, and nothing stays the same forever.

Best Netflix Binge:
Nobody Wants This – yay for Season 2 to get the greenlight!
(I also binged and ugly cried with One Day)



Have you maximized your deductions for all the generous Charitable donations you made in 2024? Check specific details here on common charitable deductible giftsand email me if you’d like to review with me.

Wishing you a well-deserved break to rest, recharge, and enjoy the season. You’ve earned it! We’ll be doing the same—and getting ready for some new and exciting things coming your way in 2025. Until then, take it easy and we’ll see you in the new year!

Disclosures: BW Financial LLC dba BW Financial Planning is an Investment Adviser registered with the State of Colorado. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. This communication is for informational purposes only and should not be construed as legal, accounting and/or tax advice. Should you have any questions and/or issues in these areas, please consult your legal, tax and/or accounting adviser.

Personal, Tax Planning

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12/20/2024

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