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Year-End Money Moves Part One

Jill on Money with Jill Schlesinger
Jill on Money with Jill Schlesinger
Episode • Dec 12, 2020 • 15m

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.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

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Jill on Money with Jill Schlesinger • Year-End Money Moves Part One • Listen on Fountain