NEW HAVEN, CT, DEC. 18, 2025 — In the thick of the holiday season, Sonder co-founders Kevin Paro and Chad Langevin sat down with WTNH host Mackenzie Maynard to discuss some final practical financial planning tips as individuals wrap up 2025 and look ahead to 2026.
During the interview, Chad explains our firm’s focus on “simplifying complexity,” noting that many clients come to us with multiple investments, goals, and strategies. Sonder Wealth Advisors then works to organize those moving parts into a clear, easy-to-understand plan that helps clients stay on track financially. From there, he moved on to the topic of our year-end financial checklist, including checking on required minimum distributions from IRAs, which must be taken before Dec. 31, to avoid steep penalties.
Kevin emphasizes proactive tax planning and legacy considerations, encouraging viewers to review their beneficiaries, charitable giving strategies, and long-term goals, before the year ends. He notes that it is common for people to overlook beneficiary designations on old retirement accounts, which can create unintended consequences if left unchecked. The discussion also touched on student loan management, with advice on reviewing repayment terms and coordinating those obligations with broader financial goals.
As a final topic in the segment Chad discusses student loan management, with advice on reviewing repayment terms and coordinating those obligations with broader financial goals. Both in the interview and beyond, our co-founders emphasize that it is never the wrong time to begin planning! For more information on any of the discussed financial tips, or to work with our team of wealth management professionals, we encourage you to schedule a consultation. Watch the whole segment above, and we'd love to discuss how Sonder can help you!
*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®.