Year-End Financial Planning Tips

Year-End Financial Planning Tips

Year-End Financial Planning Tips

Jill on Money with Jill Schlesinger - December 6, 2018 - 37:32

Year-end financial planning tips with two CFPs from Wealthstream Advisors.

Previous Episode

My Old Retirement Plan

December 4, 2018 - 05:58
You started a new job but still have a 401(k) with the old employer. What should you do with it? Roll it into the new plan? Leave it...

Next Episode

A Real Estate Dilemma

December 11, 2018 - 07:40
Trying to decide between owning a condo or a house.

About The Show

Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.

Hosted By

Jill Schlesinger
Jill Schlesinger