---
title: 2022 Year-End Planning Podcast
description: 2022 Year-End Planning Podcast
image: https://www.barryinvestmentadvisors.com/hubfs/Header-2.png
---

December 7, 2022

# 2022 Year-End Planning Podcast

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to...

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Posted by [Barry Investment Advisors](https://www.barryinvestmentadvisors.com/financial-planning-library/author/barry-investment-advisors)

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On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including...

- How to maximize contributions to your retirement accounts
- How to determine if a Roth conversion makes sense in 2022
- Ways to maximize financial gifts or charitable giving before the end of the year

Additionally, please [**click here**](https://www.barryinvestmentadvisors.com/hubfs/2022%20year%20end%20checklist.pdf?utm_campaign=Barry%20Investment%20Insight&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--s3uVIpEUHe4nqz33hdhh4mbAW58KSPrSLKckTOXP7xBulgvWHf9kzFcAeyMvfppjPIZ-2) for a complete list of items that you may need to consider for year-end.

 Please don't hesitate to reach out to us with any questions or concerns.

[![Listen to the Podcast](https://no-cache.hubspot.com/cta/default/424177/b1840613-41fc-45ad-86ff-bdac039b42a9.png)](https://cta-redirect.hubspot.com/cta/redirect/424177/b1840613-41fc-45ad-86ff-bdac039b42a9)

 

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#### Looking For More Resources?

Download our free cheatsheet which explains key tax and 529 changes from the One Big Beautiful Bill.

![Get the Cheatsheet!](https://no-cache.hubspot.com/cta/default/424177/interactive-194001243284.png)