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The end of the year isn't the time to coast—it's the time to lock in the right moves that set you up for lasting wealth. In this episode of Stockcast, Andy Tanner shares his year-end playbook for investors who want to protect their wealth, minimize taxes, and build momentum going into 2026.
You'll discover:
-The biggest mistakes investors make in Q4
-How to take advantage of year-end tax strategies
-Cashflow moves to strengthen your portfolio before the year ends
-Why habits formed now can transform your financial future in 2026 and beyond
Andy explains why the rich don't wait for January 1st to get serious—and how you can adopt the same mindset. From planning your next investments to rethinking your strategy for cash flow, this episode will help you finish the year strong while preparing for long-term success.
00:00 Introduction
03:30 Importance of Tax Planning in Q4
06:04 Seasonal Investment Opportunities
11:08 Building Momentum for the New Year
16:32 Cash Flow Strategies and Personal Development
24:05 The Three Human Abilities Enhanced by Technology
24:23 Perception: Machines Surpassing Human Senses
25:19 Processing: The Evolution of Human Thought and Calculations
25:54 Manipulation: Machines in the Physical World
26:14 The Tesla Experience: Integration of Perception, Processing, and Manipulation
27:56 The Changing Nature of Labor
28:50 The Impact of Confidence on Economic Stability
30:25 Universal Basic Income and Its Consequences
33:30 The Future of Labor: Ownership Over Participation
41:54 The Importance of Financial Education and Ownership
42:28 Concluding Thoughts and Final Advice