---
title: 2023 Year-End Planning Podcast
description: 2023 Year-End Planning Podcast
image: https://www.barryinvestmentadvisors.com/hubfs/%5BBarry%20IA%5D%20End%20of%20Year%20Podcast_1200x628-2.png
---

April 25, 2024

# 2023 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 2023 - Ways to maximize financial gifts or charitable giving before the end of the year Additionally, please [click here](https://www.barryinvestmentadvisors.com/hubfs/2023%20year%20end%20checklist.pdf?utm_campaign=Barry%20Investment%20Insight&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8Rdes6dnB-V8JR6zfnfuGgAWFLnR38Q5S3_svIBxF2BC71_7WuaFKndyJot9efmoUjrlej) for a complete list of items that you may need to consider for year-end.                                                             [![Click Here to Listen](https://no-cache.hubspot.com/cta/default/424177/0a99c8bc-2d1b-436f-bb74-8b7ccaa47307.png)](https://cta-redirect.hubspot.com/cta/redirect/424177/0a99c8bc-2d1b-436f-bb74-8b7ccaa47307) |
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