Jill on Money with Jill Schlesinger | Year-End Money Moves Part Two

Year-End Money Moves Part Two

Jill on Money with Jill Schlesinger - December 13, 2020 - 12:12

What would a wacky financial year be without some year-end money moves?!Due to COVID-19, 2020 saw a lot of changes that will only apply to the current tax year, so there's a lot to unpack.For such an occasion there's no better person than Michael Goodman from Wealthstream Advisors. And in the interest of full disclosure, not only is Michael a good friend of mine, he's also my advisor.Have a money question? Email me here.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Previous Episode

Year-End Money Moves Part One

December 12, 2020 - 14:43

What would a wacky financial year be without some year-end money moves?!Due to COVID-19, 2020 saw a lot of changes that will only apply...

Let's Go!

Next Episode

Should I Use a Non-Qualified Plan?

December 14, 2020 - 10:28

Sometimes employers will offer what's called a non-qualified deferred compensation retirement plan, whether or not it makes sense to use...

Let's Go!

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.