Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

It's that magical time when financially responsible adults everywhere start asking themselves the big question: "How can I avoid donating half my paycheck to the IRS next year?" While most people would rather dream about sugar plum fairies dancing around the Christmas tree than think about taxes, a little planning before the end of 2025 can turn filing in 2026 from a horror movie into a warm feel-good rom-com where you end up high-fiving yourself for being a tax genius.

Whether it's maxing deductions, topping off your IRA, or finally figuring out what your accountant has been hinting at for years, we're handing out the top tax tips you'll want in your back pocket before the year wraps up—so you can keep more of your money in 2026.

Show Highlights Include:

• Top Off Those Retirement Accounts (3:30)

• Tax Loss Harvesting (6:30)

• Itemizing Starts This Year (9:30)

• Roth Maybe Not The Way To Go (14:45)

• Kira's Biggest Takeaway (17:45)

Listen Now!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

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