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Wealth WitchesWhere financial empowerment meets magic! Author: Katelyn Magnuson
Welcome to the Wealth Witches podcast, where financial empowerment meets magic! I'm Katelyn Magnuson, your guide on this enchanted journey to holistic wealth and prosperity. Here, we honor all identities and invoke our inner witches to create a community where everyone feels welcome and inspired. Formerly known as the Confident Money podcast, we've transformed into Wealth Witches with Katelyn Magnuson. This change is about embracing the once-taboo topics of money and magic, blending them into a powerful mix of practical advice and mystical insights. Whether you're here for financial tips or to explore the magical side of life, this podcast is your new home. What can you expect from Wealth Witches? We combine actionable financial advice with a holistic approach to life. You'll hear from guests like astrologers, neurodivergent business owners, and magical creatives, discussing everything from business requirements to the latest trends in holistic wealth. We're breaking down the barriers that make finance feel dry and inaccessible, making it exciting and relevant to your life. This podcast is for anyone who feels out of place in the traditional financial world. If you've ever felt like your interests in magic, human design, or holistic living didn't belong in a financial conversation, this is the podcast for you. We're here to tell you that you can embrace all parts of yourself and still be financially successful. We're not just talking about money we're talking about creating a life of abundance and freedom. Our community is dynamic, diverse, and inclusive, and we want you to be a part of it. Join us as we explore new ways to think about money and life. We're here to challenge the status quo and help you embrace your inner witch on your financial journey. Each episode is designed to inspire, educate, and empower you to take control of your financial destiny. Wealth Witches Monthly Membership Program Are you ready to take your financial journey to the next level? Join Language: en Genres: Business, Entrepreneurship, Marketing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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End-of-Year Finance Checklist: How to Close Out Your Year
Episode 73
Monday, 22 December, 2025
This episode is your short, practical, no-fluff guide to wrapping up your financial year with confidence. Katelyn walks you through the essential December checklist for business owners and anyone DIY-ing their bookkeeping or preparing for tax season.From reconciling your November statements to preparing W-9s, reviewing your subscriptions, and strategically timing year-end purchases, this episode breaks down the tasks that save stress, money, and time.If you’ve ever wondered, “Am I missing something important before year-end?” this is your go-to reminder list. It’s simple, actionable, and perfect to replay every December.Key TakeawaysReconcile November fully so your books match your actual statements.Categorize all Q4 activity and get December caught up even before the month closes.Estimate your Q4 taxes using prior-year comparisons or a calculator.Never buy unnecessary items “just to save taxes.” Use the tax-bracket strategy instead.Send W-9 reminders to anyone you paid $600+ for services via cash, check, ACH, Venmo, Zelle, etc.Review subscriptions quarterly so unused tools don’t drain profit.Year-end is the best time to catch bookkeeping issues before tax season begins.Resources:Smart Year-End Tax Strategies: https://thefreelancecfo.biz/blog/smart-year-end-tax-strategies-balancing-spending-and-tax-savingsQuarterly Estimated Taxes Made Simple: https://thefreelancecfo.kartra.com/page/QuarterlyEstimatedTaxesMadeSimple🔮 Wealth Witches™ Monthly Membership Program 🔮Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: http://www.thefreelancecfo.biz/wealth-witches-podcast-memberThanks for Listening:Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.Subscribe to The Podcast:If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.Leave Us a Review:Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or
