In this episode, Brett Tanner and co-host Katelyn Mitchell walk through the exact end-of-year and start-of-year wealth checklist they personally use to manage their businesses, reduce taxes, and grow long-term wealth.

This episode is highly tactical — Brett covers how to update entity structures, evaluate your investments, adjust your wealth plan, review rental performance, optimize retirement accounts, and create a simple 12-month business and financial roadmap.

If you're building wealth, this episode shows you precisely what to review, update, and execute every December and January to stay on track for long-term financial freedom.

• Clean up your entity structure yearly.

A simple, accurate flowchart helps your CPA and improves tax strategy.

• Track your wealth consistently.

Monthly net worth and annual plan updates keep you on course.

• Review every rental property annually.

Update values, cash flow, and return metrics to spot underperformers.

• Fix or reposition bad assets.

Refinance, improve, raise rents, or sell—don’t hold dead weight.

• Max out your retirement accounts.

HSA, Roth, Backdoor Roth, and self-directed accounts accelerate long-term wealth.

• Build a simple 1–3–5 wealth plan.

One goal, three priorities, five actions—clarity drives results.

• Wealth is a system, not luck.

Small yearly adjustments compound into financial freedom.

00:00 — Intro

01:30 — Why Your Wealth Plan Must Be a Checklist

02:45 — End-of-Year Framework Overview

05:00 — Update Your Entity Flowchart

09:50 — How to Review Your Entities Properly

14:00 — Update Your Wealth Plan & Personal Balance Sheet

19:00 — Understanding Net Worth Tracking

25:00 — Your 30-Year Plan & Annual Review

28:30 — Update Rental Property Fair Market Values

33:00 — Expense Ratio: The #1 Driver of Rental Success

39:00 — What To Do With Underperforming Assets

43:00 — Retirement Accounts You Should Optimize

49:00 — Building Your 1-3-5 Wealth Plan

55:00 — Final Steps: Calendar, tax strategy, and business financial review

• Entity Structure Template (LLC + Trust Flowchart)
• Personal Balance Sheet Template
• 30-Year Wealth Plan Template
• Rental Tracker Spreadsheet
• 1-3-5 Wealth Planning Template
• Flash Report (Business KPIs)
• Be Wealthy Retirement Account Guide

(Insert actual links once Katelyn provides assets.)

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