NEW HAVEN, CT, NOV. 20, 2025 — Sonder co-founders Kevin Paro and Chad Langevin returned to WTNH in November to continue the list of practical financial steps viewers can take as they prepare for the new year.
After an introduction from Kevin as to how we do thinks differently at Sonder, Chad continues our 2025 year-end financial planning checklist by highlighting the importance of reviewing your investment portfolio. After three consecutive years of market growth it might be time to rebalance, and increasing your savings contributions and taking advantage of tax-loss harvesting opportunities are additional steps you can take. Kevin adds that viewers can amplify their charitable giving through strategies such as qualified charitable distributions beginning at age 70½, as well as donor-advised funds, which allow individuals to secure immediate tax deductions while making long-term philanthropic contributions.
As always, our co-founders emphasize that if you haven't yet begun, the best time to start planning is now. For more information on any of the discussed planning tips, or to work with our team of wealth management professionals, we encourage you to schedule a consultation. Watch the whole segment above, and Sonder will be back with WTNH host Natasha Lubcxenko on December 18th to round out our end-of-year planning checklist!
*Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a registered investment adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.