As 2025 winds down, Money Tales hosts Sandi Bragar and Cammie Doder take the mic for a practical conversation packed with personal finance wisdom. This episode is all about reflection, intention and preparation—how to thoughtfully close out the year and step into 2026 with clarity and purpose. Sandi and Cammie explore everything from the power of revisiting your financial vision and refreshing goals to nurturing open money conversations with loved ones and building confidence in your financial habits.
They dive deep into specific year-end planning opportunities, including tax strategies, charitable giving, Roth conversions and using health care deductibles wisely. Sandi also highlights emerging client trends like cross-border planning, financial parenting and developing a philanthropic mission. Whether you’re looking to fine-tune your cash flow, deepen your money knowledge or reset your financial mindset, this episode will leave you with actionable ideas to carry forward into the new year.
Discover how reflection, intentional planning and open money conversations can help you close out 2025 with clarity and step into 2026 with confidence.
If you’d like to work with an Aspiriant advisor to align your financial plan with your goals and values, connect with us here.
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with Sandi Bragar and Cammie Doder
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